Salesforce User Operations Workshop

This course introduces the new or inexperienced Salesforce user to the basics. Hands-on lab sessions reinforce the instructor’s lessons.

Workshop Information
Audience New and experienced users

Topics Covered
  • Finding records and using List Views
  • Creating and changing Account and Contact records
  • Introduction to the Salesforce workspace and Home Page and Personal Setup
  • Adding Attachments
  • Understanding Leads
  • Working with your Calendar
  • Scheduling and completing Events and Tasks
  • Managing Opportunities
  • Sending and receiving email
  • Using email templates
  • Generating Reports
“After reviewing all of the online courses Salesforce offers and several months of administration experience. I still did not feel that I knew as much as I should about Salesforce. In one day I increased my knowledge considerably. I learned many things about Salesforce that I never expected.” -Student