Salesforce Power User for Sales

COURSE OUTLINE:

Description This online class is delivered by a live instructor and is specifically designed to teach sales people 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, Chatter, Opportunity features such as tracking competitors, contact roles, partners, and setting up and utilizing Price books and Products. Finally, participants will how to create and utilize views, reports and the Activities Tab.

Audience
Sales people with a very good understanding of Salesforce sales basics who want to utilize more of the power that Salesforce can provide.

Prerequisites
Introduction to Salesforce for Sales (SPSA-101) or equivalent experience

Agenda

  • Introductions / Login to Training Orgs
  • Overview of Salesforce Power User for Sales
  • Setting Up the User Interface and Search Settings
  • Working with Advanced Email Features
  • Setting Up and Working with Chatter
  • Setting Up and Working with Advanced Opportunity Features
  • Creating and Working with List Views
  • Creating, Customizing and Running Reports
  • Activity Management
  • Question & Answer