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What is Salesforce? 

Salesforce is a customer management (CRM) platform that has been voted #1 in the world. It is a cloud-based application that is used for marketing, sales, service and more! Many people love this platform for its simplicity. Users are able to manage and examine their customer activity in one place. 

Salesforce is most commonly utilized by sales professionals, but it is also beneficial for call center personnel and those working in customer service, marketing and administration. Salesforce offers an impressive number of services including sales force automation, marketing automation, customer service and support, community management, analytics, etc. This integrate platform allows all types of companies to connect to their customers using cloud, mobile, social and data science technologies. A Salesforce training course is a great way to get started using this one of a kind tool and learn all the benefits that come with it. 

Salesforce Training

There are a variety of Salesforce courses, designed for beginner to advanced users. Introduction courses tend to focus on teaching sales personnel the key features needed to effectively utilize the platform immediately. Typically these courses teach participants the skills and abilities to manage leads, contacts, and accounts. In addition introductory courses teach students how to run reports, plan their day and create opportunities. 

Advanced Salesforce training courses are designed for those who are familiar with the platform and offers more in-depth sales and activity management features. Topics covered in these types of courses include configuring user interface features and search settings and working with advanced email features. Additional topics include tracking competitors, utilizing price books, creating, customizing and running reports, and more! Some advanced courses are also specifically designed to prepare participants to take both the Salesforce Certified Platform Developer I exam and the Salesforce Certified Platform Developer II exam.

Since Salesforce has so many unique facets, there are a number of courses that focus on specific parts of it. Specific Salesforce courses include, but are not limited to: 

  • Salesforce Analytics - Building Reports and Dashboards
  • Salesforce Programming Lightning Components
  • Salesforce Reporting Fundamentals
  • Salesforce Administration Essentials 
  • Salesforce Email Essentials

Course Formats

Salesforce training is most commonly offered in an online format. Online learning is continuing to grow in popularity due to its flexibility. With an online course, participants have the ability to learn and review course material when and where it is most convenient for them. Not only does this save time and money on travel, but it also allows participants to schedule their study time around work and other prior engagements. 

Some providers also offer courses in traditional classroom style formats. There are many benefits to learning about Salesforce in a classroom style course. First off, the course is taught by an expert instructor, giving students the opportunity to ask questions about concepts they don't understand. In addition, classroom style courses allow participants to network and participate in group discussions.

Salesforce Certifications

Salesforce offers a number of prestigious certifications that are designed to demonstrate an individuals competence and give them a competitive advantage that will lead to new opportunities. There are many providers that offer training courses that are specifically designed at helping participants pass different Salesforce certifications. 

Salesforce offers certifications for the following professionals:

  • Administrators
  • App Builders
  • Architects
  • Consultants
  • Developers
  • Marketers
  • Pardot Experts
  • Specialists 
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U.S. L&D Report: 2019 - Benchmark Your Workplace Learning Strategy

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