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SalesForce: Power User Course

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Certificate

Dedicated Tutors

35 Course Videos
7.33 Hours
60 Test Questions

SalesForce: Power User Course

Course Highlights

Closed Caption

Certificate

Dedicated Tutors

7.33 Hours
35 Course Videos

SalesForce: Power User Course

Course Description

7.33 Hours

35 Course Videos

Unlock the full potential of Salesforce with the “Salesforce Power User Course,” designed for professionals who want to leverage Salesforce’s advanced features and capabilities to drive business success. This course provides in-depth training for experienced users seeking to deepen their knowledge and enhance their skills in Salesforce, empowering you to maximize efficiency, improve data management, and optimize user experience within the Salesforce platform.

What You’ll Learn:

  1. Advanced Salesforce Features:
    • Explore advanced Salesforce functionalities, including custom objects, advanced reporting, and dashboard creation.
    • Learn how to use Salesforce’s automation tools, such as Workflow Rules, Process Builder, and Flows, to streamline business processes.
  2. Data Management and Quality:
    • Master techniques for importing, exporting, and managing data using Data Loader and other tools.
    • Learn best practices for maintaining data integrity, implementing data validation rules, and managing duplicates.
  3. Customization and Configuration:
    • Dive into advanced customization options, including custom fields, page layouts, record types, and business processes.
    • Understand how to configure Salesforce to meet specific business needs and improve user adoption.
  4. User and Security Management:
    • Learn how to manage user profiles, roles, and permissions to ensure secure and efficient access to Salesforce data.
    • Explore best practices for setting up sharing rules, data access controls, and security settings.
  5. Reports and Dashboards:
    • Master the creation of advanced reports and dashboards to provide valuable insights and drive data-driven decisions.
    • Learn how to use report types, filters, and dynamic dashboards to deliver meaningful and actionable data.
  6. Salesforce Best Practices:
    • Discover best practices for optimizing Salesforce usage, improving user experience, and enhancing overall system performance.
    • Explore strategies for effective training and support, as well as tips for managing and scaling Salesforce implementations.
  7. Real-World Applications and Case Studies:
    • Apply your skills through hands-on exercises, real-world scenarios, and case studies.
    • Learn from successful Salesforce implementations and best practices used by industry leaders.

Why This Course?

  • Expert Instruction: Learn from experienced Salesforce professionals with real-world expertise.
  • Interactive Learning: Engage with practical exercises, hands-on labs, and interactive discussions.
  • Comprehensive Resources: Access in-depth materials, case studies, and a supportive Salesforce community.
  • Flexible Learning: Study at your own pace with on-demand video lectures and lifetime access to course content.

By the end of the “Salesforce Power User Course,” you’ll have advanced skills and knowledge to effectively utilize Salesforce’s powerful features, drive business success, and optimize your organization’s CRM strategies. Whether you’re aiming to enhance your Salesforce expertise, support your team, or advance your career, this course provides the essential tools and insights you need to excel as a Salesforce Power User. Join us and unlock the full potential of Salesforce today!


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Course Highlights

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Upon completion of your training, you’ll receive a personalized certificate of completion to help validate to others your new skills.

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Course Syllabus

Chapter One:

Module 1: Intro to SalesForce Automation

  1. Course And Instructor Introduction
  2. What Is Salesforce Automation
  3. Sales Force Automation System Overview
  4. Why Salesforce
Chapter Two:

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
Chapter Three:

Module 3: SalesForce Solution

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

Module 4: SalesForce Admin

  1. Introduction To RDBMS
  2. Introduction To The Cloud
  3. Introduction To Virtual Machines-Part1
  4. Introduction To Virtual Machines-Part2
  5. Salesforce Development
  6. Introduction To Building In The Cloud
  7. Salesforce Set Up
Chapter Five:

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
Chapter Six:

Module 6: Course Conclusion

  1. The Salesforce Solution
  2. Conclusion
Chapter Seven:

You will be fully trained in handling the Salesforce instance, platform, database, application design, platform configuration, automation processes, project management, application development using Lightning, and more in this Salesforce course online.

You will master Administration and App Builder skills, such as the customization capabilities of this platform, managing users, building applications with Salesforce Lightning, and more.

Chapter Eight:

In the Salesforce Power User course, you will learn how to work with Salesforce in order to achieve the desired results within your position. The course covers all uses of Salesforce – from the sales perspective through HR and management’s perspective.

As a sales person, learning all the various best practices of Salesforce allows you to manage your time more efficiently as well as increase your sales through better lead management and nurturing.

For HR Managers as well as Sales Managers, understanding Sales Force is crucial in order to create best practices for your employees and ensure that leads are being properly cultivated and nurtured.

Without proper use of Salesforce, leads will not get the necessary attention to hit quota and revenue goals. With Salesforce being the world’s #1 CRM, understanding the various features and customizations is an important skill-set for a variety of positions.

Salesforce is the most popular customer relationship management service on earth, and is used across industries to help companies streamline their business and sales operations.

As such, knowing how to use Salesforce is an instant boost for your resume, and will help you separate yourself from the job-hunting pack. This course traverses from beginner to advanced skills, and will turn you into a Salesforce wizard.

Vision focuses on providing corporations a high quality, customizable solution that gives their employees valuable training that can be done on the go, 24/7. Courses are built with a myriad of features, providing any type of learner with the style of training they need to excel.

The Vision learning system includes instructor led lectures, visual demonstrations, multimedia presentations, test simulations, flash cards, educational games, one-on-one support and guaranteed certification.

This class is delivered by a live instructor and is specifically designed to teach salespeople the more advanced sales and activity management features of Salesforce.

A student in this class will learn how to configure some of the advanced functionality within Salesforce including the user interface features and search settings. Students will also set up and use advanced email features.

Chapter Nine:

Course Fast Facts:

  1. This course is delivered 100% on-line and is accessible 24/7 from any computer or smartphone
  2. Instructors lead each course and you will be able to interact with them and ask questions
  3. You can study from home or at work at your own pace in your own time
  4. You will be awarded a certificate at completion of this course

$45.30

$45.30
course Syllabus

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  • Vast selection of courses & Access
  • Unlimited access from all devices
  • Learn from industry expert instructors
  • Monitor progress report
  • Course completion certificates
  • Blended Learning with Virtual Classes
  • Access to new courses every quarter
  • 100% satisfaction guarantee

You Will Get Certification After Completion of This Course.

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$45.30

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.

Related products

SalesForce 2015: Power User
$46.40
contact management CRM

SalesForce 2015: Power User

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.   Talk to a Career Coach! Train & Earn with Guaranteed Career Coaching Success!
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4.20

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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.

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Description

Unlock the full potential of Salesforce with the “Salesforce Power User Course,” designed for professionals who want to leverage Salesforce’s advanced features and capabilities to drive business success. This course provides in-depth training for experienced users seeking to deepen their knowledge and enhance their skills in Salesforce, empowering you to maximize efficiency, improve data management, and optimize user experience within the Salesforce platform.

What You’ll Learn:

  1. Advanced Salesforce Features:
    • Explore advanced Salesforce functionalities, including custom objects, advanced reporting, and dashboard creation.
    • Learn how to use Salesforce’s automation tools, such as Workflow Rules, Process Builder, and Flows, to streamline business processes.
  2. Data Management and Quality:
    • Master techniques for importing, exporting, and managing data using Data Loader and other tools.
    • Learn best practices for maintaining data integrity, implementing data validation rules, and managing duplicates.
  3. Customization and Configuration:
    • Dive into advanced customization options, including custom fields, page layouts, record types, and business processes.
    • Understand how to configure Salesforce to meet specific business needs and improve user adoption.
  4. User and Security Management:
    • Learn how to manage user profiles, roles, and permissions to ensure secure and efficient access to Salesforce data.
    • Explore best practices for setting up sharing rules, data access controls, and security settings.
  5. Reports and Dashboards:
    • Master the creation of advanced reports and dashboards to provide valuable insights and drive data-driven decisions.
    • Learn how to use report types, filters, and dynamic dashboards to deliver meaningful and actionable data.
  6. Salesforce Best Practices:
    • Discover best practices for optimizing Salesforce usage, improving user experience, and enhancing overall system performance.
    • Explore strategies for effective training and support, as well as tips for managing and scaling Salesforce implementations.
  7. Real-World Applications and Case Studies:
    • Apply your skills through hands-on exercises, real-world scenarios, and case studies.
    • Learn from successful Salesforce implementations and best practices used by industry leaders.

Why This Course?

  • Expert Instruction: Learn from experienced Salesforce professionals with real-world expertise.
  • Interactive Learning: Engage with practical exercises, hands-on labs, and interactive discussions.
  • Comprehensive Resources: Access in-depth materials, case studies, and a supportive Salesforce community.
  • Flexible Learning: Study at your own pace with on-demand video lectures and lifetime access to course content.

By the end of the “Salesforce Power User Course,” you’ll have advanced skills and knowledge to effectively utilize Salesforce’s powerful features, drive business success, and optimize your organization’s CRM strategies. Whether you’re aiming to enhance your Salesforce expertise, support your team, or advance your career, this course provides the essential tools and insights you need to excel as a Salesforce Power User. Join us and unlock the full potential of Salesforce today!


Talk to a Career Coach!


Train & Earn with Guaranteed Career Coaching Success!

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