Introduction to Salesforce and Basic Features
Module 1: Salesforce Overview
What is Salesforce?
Key components of Salesforce:
CRM, Sales Cloud, Service Cloud, Marketing Cloud
Salesforce interface and
navigation
Module 2: Managing Records
Understanding Accounts,
Contacts, Leads, and Opportunities
Creating and updating records
Managing customer information
effectively
Module 3: Working with Opportunities and
Accounts
Managing sales opportunities
Opportunity stages and their
significance
Creating and managing accounts
Module 4: Introduction to Reports and
Dashboards
Overview of reports in
Salesforce
Customizing and running reports
Dashboards and data
visualization for end users
Advanced Salesforce Features and Collaboration
Module 5: Using Salesforce for Collaboration
Chatter: Salesforce
collaboration tool
Communicating and sharing
insights with team members
Using Notes and Tasks to track
activities and updates
Module 6: Automating Workflows
Introduction to Workflow Rules
Setting up basic automation
for efficiency
Email notifications and task
assignments
Module 7: Enhancing Productivity with
Salesforce Mobile App
Accessing Salesforce on mobile
devices
Key mobile features for sales
reps and service teams
Using Salesforce mobile for
on-the-go updates and notifications
Module 8: Case Study and Hands-On Exercise
Practical use case: Managing
opportunities, accounts, and reports
Group exercise: Creating
reports and dashboards based on real-world scenarios
Reviewing best practices for
Salesforce end users
Interactive Components
Hands-On Labs: Practical exercises
for creating records, managing opportunities, and generating reports.
Group Activities:
Collaborative exercises for working with Salesforce’s communication and
reporting tools.
Case Studies: Real-world scenarios
where participants apply Salesforce to business operations.
Scenario-Based Exercises:
Problem-solving activities using Salesforce to streamline sales and customer
service workflows.
