Course description
Salesforce Power User for Sales: 1-Day / 5-Hour Course
Salesforce Power User for Sales: 1-Day / 5-Hour CourseStony Point has developed this training course to provide sales professionals with knowledge of the more advanced sales and activity management features of Salesforce. Students of this course will learn how to configure some of the advanced functionality within Salesforce including the user interface features and search settings, as well as how to set up and use advanced email features, Chatter, Opportunity features such as tracking competitors, contact roles, partners, and setting up and utilizing Price books and Products. Further, all students will gain the skills and abilities to create and utilize views, reports and the Activities Tab.
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?
Suitability
This course is best suited for sales professionals with a firm understanding of Salesforce sales basics, seeking to utilize more of the power that Salesforce can provide.
Prerequisites
Students should have completed the Introduction to Salesforce for Sales (SPSA-101) course, or possess equivalent experience.
Training content
The content of this training course includes, but is not limited to, the following:
- Introductions / Login to Training Orgs
- Overview of Salesforce Power User for Sales
- Setting Up the User Interface and Search Settings
- Working with Advanced Email Features
- Setting Up and Working with Chatter
- Setting Up and Working with Advanced Opportunity Features
- Creating and Working with List Views
- Creating, Customizing and Running Reports
- Activity Management
- Question & Answer
Costs
The cost of this in-person or virtual training course is $400.