Course description
Introduction to Salesforce for Service: 1-Day / 5-Hour Course
Introduction to Salesforce for Service: 1-Day / 5-Hour CourseStony Point has developed this training course to equip all customer service and call center personnel with the basics of Salesforce. Participants of this training course will learn how to work with accounts, contacts, cases, solutions and activities. Further, the course instructor will show students how to use and create list views and reports to effectively filter information.
All course participants will receive a practice learning environment during hands-on exercises in the course. Once the course has been completed, students may keep and continue to use this learning environment indefinitely without any additional fee.
Course Format
Students may take this training course in-person or in a virtual format. Inquire for additional information.
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Who should attend?
This course is best suited for customer service or call center personnel with little or no experience with Salesforce, as well as those seeking a refresher on how to effectively manage leads and cases within Salesforce.
Training content
The content of this training course includes, but is not limited to, the following:
- Introductions / Login to Training Orgs
- Overview of Salesforce for Service
- Working with Accounts
- Working with Contacts
- Working with Cases
- Working with Solutions
- Working with Activities
- Creating List Views & Reports
- Working with Dashboards
- Question & Answer
Costs
The cost of this in-person or virtual training course is $300.