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SalesForce 2015: Power User

35 Videos
7. 44 Hours
60 Test Questions

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Certificate

Dedicated Tutors

SalesForce 2015: Power User

Course Highlights

Closed Caption

Certificate

Dedicated Tutors

7. 44 Hours
35 Videos

SalesForce 2015: Power User

Course Description

7. 44 Hours

35 Videos

Salesforce 2015: Power User refers to a specific training program or course designed to empower individuals with advanced skills and knowledge in using Salesforce, a popular customer relationship management (CRM) platform. Here’s a comprehensive overview of what such a course may entail:

Course Overview:

Introduction to Salesforce 2015:

Power User: The course begins with an introduction to the Salesforce platform, its significance in modern business operations, and the importance of becoming a Salesforce power user.

Salesforce Basics:

Navigating Salesforce: Participants will learn how to navigate the Salesforce interface, including accessing different modules, customizing layouts, and using the search functionality efficiently.

Data Entry and Management: This section covers the basics of creating, editing, and deleting records in Salesforce. It also includes best practices for data entry and maintaining data accuracy.

Salesforce Object Overview: Participants will gain an understanding of key Salesforce objects, including Leads, Opportunities, Contacts, and Accounts, and how they relate to each other within the CRM.

Advanced Salesforce Features:

Workflow Automation: The course delves into creating and managing workflows and automation rules to streamline business processes and save time.

Reports and Dashboards: Participants will learn how to create and customize reports and dashboards to gain valuable insights into sales, customer data, and other critical metrics.

Salesforce Mobile App: Understanding how to use the Salesforce mobile app for on-the-go access to customer information and tasks is a crucial skill for power users.

Data Management and Security:

Data Import and Export: This section covers the process of importing data into Salesforce, as well as exporting data for analysis or backup purposes.

Data Security and Permissions: Participants will explore the intricacies of Salesforce security settings, user roles, profiles, and permission sets to ensure data integrity and access control.

Customization and Configuration:

Custom Fields and Objects: Power users will learn how to create custom fields, objects, and relationships to tailor Salesforce to their organization’s specific needs.

Page Layouts and Record Types: Customizing page layouts and record types allows users to optimize their Salesforce experience and workflow.

Approval Processes: Understanding and configuring approval processes for various types of records is vital for managing complex business workflows.

Integration and AppExchange:

Salesforce Integration: Participants will explore integration options to connect Salesforce with other business systems and tools for a unified data environment.

AppExchange: The course may cover how to leverage Salesforce AppExchange to find and install pre-built apps and extensions to enhance functionality.

User Adoption and Best Practices:

User Training and Adoption Strategies: Strategies for promoting user adoption within an organization and ensuring that Salesforce is effectively utilized.

Best Practices: Power users will be exposed to best practices in data management, reporting, and overall CRM usage to maximize the platform’s benefits.

Certification Preparation:

Salesforce Certification: The course may include preparation for Salesforce certification exams, such as the Salesforce Certified Administrator or other relevant certifications.

Practical Exercises and Case Studies:

Hands-On Practice: Practical exercises and real-world case studies allow participants to apply what they’ve learned and gain hands-on experience.

Duration and Delivery: The duration of a Salesforce 2015: Power User course can vary, typically ranging from a few days to several weeks. Courses may be offered in person, virtually, or as self-paced online modules.

Target Audience: This course is ideal for individuals who want to become proficient in Salesforce and maximize its capabilities. It’s beneficial for sales professionals, CRM administrators, business analysts, and anyone responsible for managing customer relationships and data.

Completing the Salesforce 2015: Power User course empowers individuals to excel in using Salesforce for sales, customer relations, and business process optimization.. This knowledge is invaluable for organizations looking to leverage Salesforce effectively to achieve their business goals.

 

Course Syllabus

Module 1 Intro To Salesforce Automation

  1. Course And Instructor Introduction
  2. What Is Salesforce Automation
  3. Salesforce Automation System Overview
  4. Why Salesforce

Module 2 Working With The Salesforce System

  1. Creating Accounts And Contacts
  2. Creating Leads And Opportunities
  3. Sales Process Part 1
  4. Sales Process Part 2
  5. Sales Process Part 3
  6. Sales Process Part 4
  7. Leads Through Social Channels

Module 3 Salesforce Solution

  1. Core Problems
  2. Managing Accounts
  3. Badges And Campaigns
  4. Custom Apps

Module 4 Salesforce Admin

  1. Introduction To RDBMS
  2. Introduction To The Cloud
  3. Introduction To Virtual Machines Part 1
  4. Introduction To Virtual Machines Part 2
  5. Salesforce Development
  6. Introduction To Building In The Cloud
  7. Salesforce Set Up

Module 5 Migrating To Salesforce

  1. Tasks To Complete Before Migration Part 1
  2. Tasks To Complete Before Migration Part 2
  3. Frequently Asked Questions Part 1
  4. Frequently Asked Questions Part 2
  5. Frequently Asked Questions Part 3
  6. Frequently Asked Questions Part 4
  7. Frequently Asked Questions Part 5
  8. Frequently Asked Questions Part 6
  9. Frequently Asked Questions Part 7
  10. Frequently Asked Questions Part 8
  11. Frequently Asked Questions Part 9

Module 6 Course Conclusion

  1. The Salesforce Solution
  2. Course Conclusion

With SalesForce being the most popular Customer Relations Management CRM system in the world, having a strong base of knowledge in SalesForce not only enhances your marketability but also gives you skills that will allow you to be more efficient in the day to day use of the software. This course covers all aspects of SalesForce use from beginner’s level operation to advanced skills for experienced users.

Some of the topics included in this course include; contact management, sales force engage, sales collaboration, marketing automation, sales data/reporting and much more. Learn how to master the worlds best CRM with this course! Why is SalesForce a skill that many employers look for? The course will answer the questions on how to use this business tool, making your job easier and more efficient.

It is a popular tool that will give you the confidence to embark on a high-paying career. Qualifying in this course will give you the relevant skills to progress quickly up the career ladder.

Salesforce, is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

Salesforce is the leading customer relationship management (CRM) software for sales and marketing automation. This online course will train you to be a Salesforce Power User, so you can navigate the Lightning interface, create and manage accounts, handle leads, and utilize opportunities. By becoming proficient in Salesforce, you will be able to better engage customers with the most popular CRM software available to large and small businesses.

Career Path

Once you successfully complete the course in SaleForce 2015: Power Use, you will gain an accredited qualification that will prove your skills and expertise in this business tool to prospective employers and organisations. The certification will give you the opportunity to expand in your current job role or gain a promotion. You can also study more courses on this subject and enhance your knowledge.

What you’ll learn:

  1. With SalesForce being the most popular CRM in the world, having a strong base of knowledge in SalesForce enhances your marketability
  2. Gain the skills that will allow you to be more efficient in day to day use of the software
  3. This course covers all aspects of SalesForce use from beginners level operation to advanced skills
  4. Some of the topics included are contact management, sales force engage, sales collaboration and many more
  5. Gain the knowledge you need with this course

Course Highlights

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Frequently Asked Questions

Instructional methods, course requirements, and learning technologies can vary significantly from one online program to the next, but the vast bulk of them use a learning management system (LMS) to deliver lectures and materials, monitor student progress, assess comprehension, and accept student work. LMS providers design these platforms to accommodate a multitude of instructor needs and preferences.

Online education may seem relatively new, but years of research suggests it can be just as effective as traditional coursework, and often more so. According to a U.S. Department of Education analysis of more than 1,000 learning studies, online students tend to outperform classroom-based students across most disciplines and demographics. Another major review published the same year found that online students had the advantage 70 percent of the time, a gap authors projected would only widen as programs and technologies evolve.

All new learning innovations are met with some degree of scrutiny, but skepticism subsides as methods become more mainstream. Such is the case for online learning. Studies indicate employers who are familiar with online degrees tend to view them more favorably, and more employers are acquainted with them than ever before. The majority of colleges now offer online degrees, including most public, not-for-profit, and Ivy League universities. Online learning is also increasingly prevalent in the workplace as more companies invest in web-based employee training and development programs.

The concern that online students cheat more than traditional students is perhaps misplaced. When researchers at Marshall University conducted a study to measure the prevalence of cheating in online and classroom-based courses, they concluded, “Somewhat surprisingly, the results showed higher rates of academic dishonesty in live courses.” The authors suggest the social familiarity of students in a classroom setting may lessen their sense of moral obligation.

Choosing the right course takes time and careful research no matter how one intends to study. Learning styles, goals, and programs always vary, but students considering online courses must consider technical skills, ability to self-motivate, and other factors specific to the medium. Online course demos and trials can also be helpful.
Our platform is typically designed to be as user-friendly as possible: intuitive controls, clear instructions, and tutorials guide students through new tasks. However, students still need basic computer skills to access and navigate these programs. These skills include: using a keyboard and a mouse; running computer programs; using the Internet; sending and receiving email; using word processing programs; and using forums and other collaborative tools. Most online programs publish such requirements on their websites. If not, an admissions adviser can help.

Frequently Asked Questions

Instructional methods, course requirements, and learning technologies can vary significantly from one online program to the next, but the vast bulk of them use a learning management system (LMS) to deliver lectures and materials, monitor student progress, assess comprehension, and accept student work. LMS providers design these platforms to accommodate a multitude of instructor needs and preferences.

Online education may seem relatively new, but years of research suggests it can be just as effective as traditional coursework, and often more so. According to a U.S. Department of Education analysis of more than 1,000 learning studies, online students tend to outperform classroom-based students across most disciplines and demographics. Another major review published the same year found that online students had the advantage 70 percent of the time, a gap authors projected would only widen as programs and technologies evolve.

All new learning innovations are met with some degree of scrutiny, but skepticism subsides as methods become more mainstream. Such is the case for online learning. Studies indicate employers who are familiar with online degrees tend to view them more favorably, and more employers are acquainted with them than ever before. The majority of colleges now offer online degrees, including most public, not-for-profit, and Ivy League universities. Online learning is also increasingly prevalent in the workplace as more companies invest in web-based employee training and development programs.

The concern that online students cheat more than traditional students is perhaps misplaced. When researchers at Marshall University conducted a study to measure the prevalence of cheating in online and classroom-based courses, they concluded, “Somewhat surprisingly, the results showed higher rates of academic dishonesty in live courses.” The authors suggest the social familiarity of students in a classroom setting may lessen their sense of moral obligation.

Choosing the right course takes time and careful research no matter how one intends to study. Learning styles, goals, and programs always vary, but students considering online courses must consider technical skills, ability to self-motivate, and other factors specific to the medium. Online course demos and trials can also be helpful.
Our platform is typically designed to be as user-friendly as possible: intuitive controls, clear instructions, and tutorials guide students through new tasks. However, students still need basic computer skills to access and navigate these programs. These skills include: using a keyboard and a mouse; running computer programs; using the Internet; sending and receiving email; using word processing programs; and using forums and other collaborative tools. Most online programs publish such requirements on their websites. If not, an admissions adviser can help.

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Description

Salesforce 2015: Power User refers to a specific training program or course designed to empower individuals with advanced skills and knowledge in using Salesforce, a popular customer relationship management (CRM) platform. Here’s a comprehensive overview of what such a course may entail:

Course Overview:

Introduction to Salesforce 2015:

Power User: The course begins with an introduction to the Salesforce platform, its significance in modern business operations, and the importance of becoming a Salesforce power user.

Salesforce Basics:

Navigating Salesforce: Participants will learn how to navigate the Salesforce interface, including accessing different modules, customizing layouts, and using the search functionality efficiently.

Data Entry and Management: This section covers the basics of creating, editing, and deleting records in Salesforce. It also includes best practices for data entry and maintaining data accuracy.

Salesforce Object Overview: Participants will gain an understanding of key Salesforce objects, including Leads, Opportunities, Contacts, and Accounts, and how they relate to each other within the CRM.

Advanced Salesforce Features:

Workflow Automation: The course delves into creating and managing workflows and automation rules to streamline business processes and save time.

Reports and Dashboards: Participants will learn how to create and customize reports and dashboards to gain valuable insights into sales, customer data, and other critical metrics.

Salesforce Mobile App: Understanding how to use the Salesforce mobile app for on-the-go access to customer information and tasks is a crucial skill for power users.

Data Management and Security:

Data Import and Export: This section covers the process of importing data into Salesforce, as well as exporting data for analysis or backup purposes.

Data Security and Permissions: Participants will explore the intricacies of Salesforce security settings, user roles, profiles, and permission sets to ensure data integrity and access control.

Customization and Configuration:

Custom Fields and Objects: Power users will learn how to create custom fields, objects, and relationships to tailor Salesforce to their organization’s specific needs.

Page Layouts and Record Types: Customizing page layouts and record types allows users to optimize their Salesforce experience and workflow.

Approval Processes: Understanding and configuring approval processes for various types of records is vital for managing complex business workflows.

Integration and AppExchange:

Salesforce Integration: Participants will explore integration options to connect Salesforce with other business systems and tools for a unified data environment.

AppExchange: The course may cover how to leverage Salesforce AppExchange to find and install pre-built apps and extensions to enhance functionality.

User Adoption and Best Practices:

User Training and Adoption Strategies: Strategies for promoting user adoption within an organization and ensuring that Salesforce is effectively utilized.

Best Practices: Power users will be exposed to best practices in data management, reporting, and overall CRM usage to maximize the platform’s benefits.

Certification Preparation:

Salesforce Certification: The course may include preparation for Salesforce certification exams, such as the Salesforce Certified Administrator or other relevant certifications.

Practical Exercises and Case Studies:

Hands-On Practice: Practical exercises and real-world case studies allow participants to apply what they’ve learned and gain hands-on experience.

Duration and Delivery: The duration of a Salesforce 2015: Power User course can vary, typically ranging from a few days to several weeks. Courses may be offered in person, virtually, or as self-paced online modules.

Target Audience: This course is ideal for individuals who want to become proficient in Salesforce and maximize its capabilities. It’s beneficial for sales professionals, CRM administrators, business analysts, and anyone responsible for managing customer relationships and data.

Completing the Salesforce 2015: Power User course empowers individuals to excel in using Salesforce for sales, customer relations, and business process optimization.. This knowledge is invaluable for organizations looking to leverage Salesforce effectively to achieve their business goals.

 

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