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  • Administration of Customizable Forecasting

    Recommended for System Administrators, this session covers how to Setup and Configure Customizable Forecasting across your organization. In addition to this session, it is recommended that System Administrators take the Customizable Forecasting for Sales Reps and Managers. These two courses will provide a System Administrator with a complete demonstration of how opportunities, forecasting, and reports can help your organization forecast quarterly revenue with greater precision.

  • Administrator Fundamentals: Setup

    Part 1 of 2 - Recommended for all Salesforce system administrators, this course covers the basic administrative setup of Salesforce. Users will learn how to define their company's profile, set up and administer multiple currencies, manage users, understand user profiles, set up their company's role hierarchy, define the data security (sharing) model, and manipulate data using various administrator tools. This course contains an optional knowledge check to gauge understanding of the topics presented.

  • Administrator Fundamentals: Customize

    Part 2 of 2 - Recommended for all Salesforce system administrators, this course covers advanced customization of the Salesforce application. Administrators will learn how to: customize their home page, modify picklists, create custom fields, customize page layouts, manage folders, and more. In addition, administrators will learn about creating Products and Price Books, Administrate Marketing functionality, and Administer support functionality across their organization. This course covers critical administration functionality in a needs based format, allowing users to pick and select their learning path.

  • Campaign Management

    Recommended for marketing managers, this course teaches users how to manage campaigns in Salesforce. Topics such as campaign planning, list management, response tracking, and analysis tools are presented.

  • Force.com Connect Offline Fundamentals

    Recommended for mobile sales professionals interested in managing Salesforce data on the road, this course covers the setup and use of Force.com Connect Offline. Users will learn how to manage their accounts, contacts, opportunities, and activities, even when traveling away from the office. opportunities, and activities, even when traveling away from the office.

  • Force.com Connect for Outlook Fundamentals

    This course is recommended for all users of Salesforce who use Microsoft Outlook. Force.com Connect for Microsoft Outlook is an Outlook plug-in that allows you to use either Salesforce or Microsoft Outlook to manage your information. Connect for Outlook has significant new features including the synchronization of your contacts, tasks and calendar events with Salesforce. Users will learn how to download and install Connect for Outlook, how to configure Connect for Outlook for synchronization, and how to use the many email and other capabilities.

  • Customizable Forecasting for Sales

    Recommended for sales professionals, management, and system administrators who are interested in using Salesforce.com to forecast across your entire organization, this course offers a complete demonstration of how opportunities, forecasting, and reports can help your organization forecast quarterly revenue with greater precision.

  • Customer Support Fundamentals

    Recommended for customer support users, this course covers the basic workflow and processes for a customer support team. Users will learn how to create and manage cases, as well as contribute solutions to your company's knowledge base. Users will also learn how to use email templates and solutions to increase efficiency and standardize outbound communications with customers.

  • Dashboard Mechanics

    This session is recommended for all users interested in the use and creation of dashboards across an organization. This course is intended for executive management, system administrators, and managers interested in the fundamental mechanics of dashboards and how they work with reports to provide visual summaries of an organizations business metrics. Prior to taking this course, we recommend that you take the reporting fundamentals course.

  • Advanced Importing

    Recommended for users interested in learning how to import data into Salesforce, this course covers the entire import process. Topics such as creating export files from other applications, how to use the Salesforce Import Wizards and issues to be aware of when importing are presented.

  • Products and Price Books

    Recommended for all system or product administrators who would like to set up products or price books for an organization. This course covers: basic terminology for products, creating products, and managing price books.

  • Reporting Fundamentals

    Recommended for all users who are interested in generating reports to analyze Salesforce data, this course covers the fundamental concepts of creating and analyzing organizational data using the Salesforce Report Wizard. Using these concepts, users will learn how to create reports to strategically analyze campaigns, leads, accounts, contacts, opportunities, forecasts, cases, solutions, and documents. Scenario and practice based, this course will teach you best practices for leveraging Salesforce.

  • Sales Rep Fundamentals

    Recommended for all types of sales professionals, this course covers the day-to-day use of Salesforce. You will learn the value of Sales Force Automation and how to develop deals through the sales life cycle. This course is modular and provides needs-based learning on the following: Leads, Accounts, Contacts, Opportunities, and Activities. Scenario and practice based, this course will teach you best practices for leveraging Salesforce.

  • Salesforce Fundamentals

    Recommended for all users, this course covers introductory Salesforce concepts, terms, and setup. Users will learn how to navigate through the Salesforce application, search for information, modify personal settings, and find additional help, as well as perform other basic tasks. This course contains an optional knowledge check to gauge understanding of the topics presented.

  • Keeping Your Enterprise Applications Secure

    At salesforce.com our customer security is our number one priority. Learn security best practices including setting company policies, admin priviledges, user access, and passwords.

  • Keeping Your Enterprise Applications Secure

    At salesforce.com our customer security is our number one priority. Learn security best practices including setting company policies, admin priviledges, user access, and passwords.

Administrators | Marketing | Sales | Channel | IT | Support | Developers | Industry | Exec Summit
Administrators | Marketing | Sales | Channel | IT | Support | Developers | Industry | Exec Summit
Administrators | Marketing | Sales | Channel | IT | Support | Developers | Industry | Exec Summit
Administrators | Marketing | Sales | Channel | IT | Support | Developers | Industry | Exec Summit
Administrators | Marketing | Sales | Channel | IT | Support | Developers | Industry | Exec Summit

Administrators | Marketing | Sales | Channel | IT | Support | Developers | Industry | Exec Summit
Administrators | Marketing | Sales | Channel | IT | Support | Developers | Industry | Exec Summit
Administrators | Marketing | Sales | Channel | IT | Support | Developers | Industry | Exec Summit
Administrators | Marketing | Sales | Channel | IT | Support | Developers | Industry | Exec Summit

  • Best Practice Webinar: Channel Partner Collaboration

    In this webinar you have the chance to hear Peter Andrews, President of Dreambuilder Investments, explain how he grew his business by streamlining channel partner processes—with Salesforce Partner Portal, the easy to use and customize software-as-a-service solution.

  • Salesforce Mobile Webinar Series

    Every month brings us a new Salesforce Mobile featured webinar in addition to our regularly scheduled training sessions. Check here to see dates & times.

  • Secrets of Search Marketing Success

    Learn how to leverage your website, design landing pages that convert your leads, select keywords that drive traffic to your site, write compelling ad copy to bring leads in, and see demonstrated return on investment.

  • Best Practice Workshop - Getting Started

    This best practice workshop focuses on topics including determining company objectives, customizing Salesforce, strategies for introducing users to Salesforce, and understanding the help resources available. 

  • Best Practice Workshop - Marketing

    This best practice workshop focuses on topics including generating high quality leads, tracking leads throughout the sales cycle, leveraging opportunities in your customer base, and maintaining a consistent corporate message.

  • Best Practice Workshop - Sales

    This best practice workshop focuses on topics including ensuring sales reps use Salesforce everyday, developing a streamlined sales process, maintain visibility into your sales pipeline, and defining critical sales metrics.

  • Best Practice Workshop - Support

    This best practice workshop focuses on topics including capturing critical support information, successfully routing support issues, decreasing agent response time, analyzing support issues to improve your products.
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