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Salesforce Power User for Sales Course Outline

 (1 day)

Overview
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, Chatter, opportunity features such as tracking competitors, contact roles, partners, and setting up and utilizing price books and products. Finally, participants will learn how to create and utilize views, reports, and the Activities tab.

Each student will be given a practice learning environment to participate in hands-on exercises during the class. The students will be able to use that learning environment indefinitely after the class without any additional fees.

Special Note to New Hampshire Residents
This course has not yet been approved by the State's Department of Education. Please contact us to get an update as to when the class should be available in New Hampshire.

Who Should Attend?
Salespeople with a very good understanding of Salesforce sales basics who want to utilize more of the power that Salesforce can provide.

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 and answer

View outline in Word

WSL1PU

Attend hands-on, instructor-led Salesforce Power User for Sales training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Salesforce Courses and select the one that's right for you.

Microsoft Gold Partner
Class Dates
(click date for class times)
(click Enroll for locations)

Fee:  $495

Savings options:

 15 Day Pass
 CEA Tech Saver
Need a price quote?

Follow the link to our self-service price quote form to generate an email with a price quote.

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Receive an email when this class is available as "Ready to Run" or "Early Notice" status.

Attend from your office or home

If you have high-speed internet and two computers you can likely take this class from your office or home.

Need a class for a group?

We can deliver this class for a private group at your location. Follow the link to request more information.

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GENERAL INFO

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ONLC TRAINING CENTERS
800-288-8221
www.onlc.com