Introduction to Salesforce for Sales: 1-Day / 5-Hour Course
Stony Point has developed this introductory training course to provide all students with the fundamentals of Salesforce, with a primary focus on key features a sales person can use to immediately become effective with Salesforce. Course participants will gain the skills and abilities to manage leads, accounts, contacts and opportunities, utilize Salesforce to effectively review and plan your day, and use list views and run reports.
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.
Students may take this training course in-person or in a virtual format. Inquire for additional information.
Who should attend?
This course is best suited for sales professionals with little to no experience with Salesforce, as well as those seeking a refresher on how to effectively manage activities within Salesforce.
The content of this training course includes, but is not limited to, the following:
- Introductions / Login to Training Orgs
- Overview of Salesforce for sales
- Working with Leads
- Working with Accounts
- Working with Contacts
- Working with Opportunities
- Working with Activities
- Working with Reports
- Question & Answer
The cost of this in-person or virtual training course is $300.