Salesforce

About the course

Salesforce course

During the course for Admin/Power users we will go through Salesforce in general followed by administration fundamentals where everything from security and sharing to creating objects and fields will be covered. More advanced things such as formula fields, validation rules and workflow rules can also be added to the course. For Sales Managers the course is more focused on forecasts and building different types of reports and dashboard.

The courses can be fully tailored to suit your company’s needs.

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Content

Salesforce in general
Administration Fundamentals

  • Finding Setup
  • User management
  • Organization-wide defaults
  • Security & Sharing
  • Objects, fields, validation rules and page layouts
  • Object relationships
  • Reports and Dashboards
  • Chatter
  • Lightning
  • Process Builder
  • Workflow Rules
  • Salesfor1 App
  • Having an Overview of your Salesforce Org.


Reports and Dashboards for Sales Managers

  • Creating different kinds of reports
  • Creating Dashboards
  • Forecasts
Good to know

Before the course

      • Bring your own computer.

Material

      • Printed course binder
      • Salesforce for Dummies book
Other

COURSE INFORMATION
Price:  5000 kr (VAT EXCLUSIVE)
Length of course: 1 day
Language: English
COURSE DATE: This course does not have a set date at the moment, please contact us for more information.

Notice of Interest!

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Pelin Ercan

pelin.ercan@softhouse.se

+46 (0)76 816 02 85