This class is specifically designed to teach sales people the basics of Salesforce Lightning. The instructor will focus on the key pages in Lightning optimized for sales use. The focus will be on the features of Lightning that help sales reps focus on the right deals and the right activities.
A student in this class will learn the basics of managing leads, accounts, contacts and opportunities in the Lightning experience. In addition, the instructor will show students the basics of activity management and how to utilize Lightning's flexible, interactive tools to visualize data, run reports and build a plan to win. Finally, the student will learn how to leverage these tools and understand how they seamlessly translate to the Salesforce Mobile App.
Sales people with little or no experience with Salesforce or those who've used Salesforce Classic for years and want to now learn the basics of the Lightning experience.
This course is taught by a live instructor and is available in two class formats:
Salesforce lead records provide an overview of potential customers or clients. These records typically include contact information, such as name, address, and phone number. Additionally, the record may include further information regarding the customer's interests, needs, and expectations. This data can be used to better understand customer requirements and preferences so that sales teams can more effectively target customers or clients for specific products and services.
Salesforce lead records can also be used to track customer interaction with the company website, emails, social media accounts, and other online activities. This data helps sales teams understand which campaigns are most effective in terms of generating interest and creating new leads. Finally, lead records help sales teams identify potential customers who are likely to be the best fit for a company's products and services.
By leveraging Salesforce lead records, businesses can better understand customer needs and preferences, target their audience more effectively, and ultimately increase sales.
Salesforce activities are a powerful way to keep track of customer interaction and stay organized. They are customizable, allowing users to create tasks, meetings, calls, emails, events, and more. By creating Salesforce activities for customer interactions, businesses can easily monitor progress and follow up on customer inquiries promptly. Additionally, Salesforce also allows users to track individual and team performance, as well as set reminders for tasks or follow-ups. This makes it easy to prioritize customer needs and ensures that nothing falls through the cracks. With Salesforce activities, businesses can also create automated rules to prompt action when certain events take place to further streamline processes and improve customer experience. Salesforce activities are a great way to increase efficiency and productivity when interacting with customers.
Salesforce lead conversion is a process that allows users to quickly and easily convert leads into contacts. When you convert a lead, all of the existing data from the lead is transferred over to the contact record, making it easy to maintain consistency and accuracy in your Salesforce records. The conversion process also helps streamline the workflow by eliminating redundant work, as well as allowing you to assign tasks and activities related to the new contact. This helps ensure that all information is tracked in Salesforce, allowing for easier reporting and analysis. By converting a lead into a contact, you can prioritize your follow-up and start nurturing relationships with potential customers. With Salesforce Lead Conversion, sales teams can convert leads into contacts quickly and accurately, providing a better overall customer experience.
Salesforce account records are used to store detailed contact information about customers and other organizations. This includes demographics such as company size, industry, location, products purchased, and more. With Salesforce account records, companies can better understand their customer base and create personalized experiences for them. Additionally, this data can be used to generate insights into business trends, measure customer satisfaction, and uncover new business opportunities. By leveraging this information, companies can grow their revenue streams through targeted marketing campaigns and improved customer service. Salesforce account records are an invaluable tool for any organization looking to gain a competitive edge in the marketplace.
Salesforce contact records are a powerful tool to help businesses keep track of all the various contacts associated with their organization. By storing detailed information on each contact, including name, email address, phone number, and other relevant data points, Salesforce allows businesses to maintain current and accurate customer records to better serve their customers.
Salesforce contact records can be used to identify customer trends, segment customer profiles, and target customers with personalized marketing campaigns. Additionally, Salesforce contact records can help businesses analyze customer behaviors to optimize their processes and improve customer satisfaction. With comprehensive data on each customer, businesses can gain valuable insight into their customer’s needs and preferences to provide a more tailored approach to customer service.
By leveraging Salesforce contact records, businesses can build stronger relationships with customers and provide the best possible customer experience.
Salesforce opportunities are a powerful tool for businesses to track potential sales and customer relationships. They help keep your business organized by recording all the details of prospective leads and customers, including contact information and progress notes. This makes it easier to follow up on leads and convert them into profitable opportunities. Salesforce opportunities also provide valuable insights into customer behavior and preferences. This helps sales teams strategically target their prospects, as well as identify trends or patterns to develop more effective strategies.
Salesforce opportunities can also help businesses better understand their customer base by providing detailed data about recent purchases, customer satisfaction levels, and other important metrics. With the right insights, businesses can improve their marketing efforts and increase sales. Salesforce opportunities are an invaluable asset for businesses looking to track and capitalize on sales potential.
Salesforce list views provide users with an easy and organized way to view data in Salesforce. They let users filter, group, and sort lists of records quickly and efficiently. For example, a list view can be used to show only those accounts that have been updated in the last 30 days or contacts that belong to a particular account. Salesforce also provides several built-in list views that can be used to view all records, recently viewed items, or records assigned to a particular user. List views are highly customizable and provide users with the ability to easily manage their Salesforce data. With list views, users can quickly find the information they need without having to manually search through large datasets.
The Salesforce kanban opportunity board is a powerful tool designed to help businesses streamline their sales process. It allows users to easily track and manage opportunities, prioritize tasks, and collaborate with other stakeholders. By providing visibility into the entire sales pipeline in one place, users can make informed decisions and identify areas of improvement quickly. This gives organizations the ability to increase sales and boost efficiency. Additionally, the kanban opportunity board integrates with multiple Salesforce applications, such as Sales Cloud and Service Cloud, providing users with a complete picture of their sales process. With the Salesforce kanban opportunity board, businesses can save time and money while better managing their opportunities. It is an invaluable tool for any organization looking to improve its sales process.
Self-Paced Salesforce eLearning courses cost $550 at the starting point per student. Group purchase discounts are available.
A: If you are wondering what Salesforce skills are important to learn, we've written a Salesforce Skills and Learning Guide that maps out Salesforce skills that are key to master and which of our courses teaches each skill.
Read Our Salesforce Skills and Learning Guide
A: Salesforce, a customer relationship management (CRM) platform, provides a cloud-based solution to employees and business owners who want to manage all aspects of their customer connections. This powerhouse platform allows individuals to use the cloud to handle many different business tasks, including sales, marketing, commerce, and productivity, but its complexity and feature-rich design lead many employees to seek formal online and instructor-led training, which we offer at Certstaffix Training. Taking courses can prepare you for certification exams, which can be scheduled through the Salesforce website.
A: Becoming a Salesforce administrator can be a career upgrade and financial boon for some employees. This career choice, however, can come with a significant investment of time and money for those who are paying for training out of pocket. Some individuals can spend a year and thousands of dollars taking preparation courses. Studying for a Salesforce administrator certification can be simplified by taking training courses specifically designed to cover the job’s fundamentals. Signing up for classes taught by a live instructor can increase your chances of understanding the software and the specific duties associated with becoming an administrator.
A: The difficulty of becoming a Salesforce administrator can depend on many factors, including your existing knowledge and experience and whether you want to earn a basic or advanced administrator certification. While preparation for administrator certification can require intense study and hands-on experience, most employees find the prospect of a significant pay increase after earning the credential worth it. Most beginners can expect months of study, practice, and preparation for the exam, including taking Salesforce admin classes. This effort can significantly reduce the difficulty of passing these exams; many students fail in their first attempt, so good preparation is crucial.
A: Employees who want to become a certified Salesforce developer have a number of options. While preparation for this profession can vary between individuals in terms of education, experience, and skills, obtaining an official Salesforce developer certification can position any employee on the path to stepping into this respected role. Taking training courses that teach basic and advanced aspects of a Salesforce developer role can adequately prepare individuals for the certification exam. The cost for the certification exam is $200, which is relativity low compared to similar certifications.
A: Since Salesforce can be challenging to master, it's important to choose the appropriate training method based on your preferences, needs, learning style, and budget. Traditional classes can appeal to student groups, while online courses are perfect for individuals who want a self-paced option. Supplemental resources, like tutorials, guides, and videos, can introduce students to Salesforce but rarely give individuals the expertise required to perform specialized roles like Administrator. While Salesforce may offer its own training, signing up for instructor-led classes can ensure that students learn everything that they need to know with the support of a knowledgeable teacher.
A: The amount of time that's required to learn Salesforce can depend on a number of factors, including your prior knowledge of Salesforce concepts, the particular role that you want to pursue, and the educational option that you choose. Traditional courses can last weeks or months, with more study time required for advanced credentials. But our accelerated courses take far less time. Generally, those who pursue Administrator training can expect to learn the role's fundamentals in a few weeks, unless they take an accelerated course, which can be completed in just a few days.
A: When determining which Salesforce course is best to take, novices will need to consider their professional goals, interests, and skill set. Generally speaking, those new to Salesforce should target entry-level courses and certifications. Exceptions can be made for specialized roles that don't have prerequisites. Most beginners choose to pursue a Salesforce Administrator class and certification because of the general skills that they can gain, but higher-level certifications, like Service Cloud Consultant, may also be pursued by those who want to start facing clients. Beginners can also take classes that teach new versions of Salesforce, like Lightning.
A: Since Salesforce is a leading customer relationship management (CRM) program that corporate entities and small companies use to maintain important connections, earning a Salesforce certification can be worth your time and financial investment. In addition to demonstrating your proficiency with the platform and its latest iterations, certification can increase your pay and allow you professional mobility. To get the most out of a credential, choose the right certification to pursue and keep it valid with re-certifications as needed. Relatively low-cost courses are available at Certstaffix Training, which can be completed in a few days.
A: If you want to earn a Salesforce certification, factors like the type of Salesforce role that you want to pursue, your current skill level, and the training that you choose can influence how much you'll spend. Different certification exams have different costs, and so do the courses to prepare you for them. Choosing the right training option can help you maximize the value of this investment and reduce the odds that you'll need to pay for the exam more than once.
A: Salesforce is a powerful CRM tool, and learning how to use it can take some time. Depending on your level of experience and how much time you can dedicate to learning, it could take anywhere from a few weeks to a couple of months to become proficient in Salesforce. A formal Salesforce course by Certstaffix Training is 1 to 5 days in length and can get you Salesforce skills quickly.
Once you have learned the basics, you will be able to salesforce more efficiently and effectively, saving you time in the long run. With Salesforce, you can customize your sales process, automate tasks, and keep track of your sales pipeline, making it an essential tool for sales professionals. If you are looking to improve your sales skills and efficiency, learning Salesforce is a great place to start.
A: Salesforce is a powerful CRM platform, but it can be challenging to learn if you're not familiar with CRM software. The good news is that there are plenty of resources available to help you get up to speed quickly. There are Salesforce training courses available online and in person that make it easy to learn Salesforce, as well as tons of helpful articles and videos for self-learners. With a little bit of effort, you can be up and running with Salesforce in no time.
A: Salesforce does not require coding, but it helps to have some coding knowledge. There are many Salesforce training options available to help users get up to speed. Having some coding skills can make working with Salesforce easier and more efficient. However, it is not required to use Salesforce.
A: Salesforce courses are designed to help sales and customer service professionals learn how to use the Salesforce customer relationship management (CRM) system. Courses cover topics such as creating and managing sales opportunities, tracking customer interactions, and generating reports. Salesforce Administrators can also take courses tailored for those performing administrative tasks like instance setup & configuration. Salesforce courses can be taken online or in person (for groups) with Certstaffix Training.
A: There are a number of skills that are important for Salesforce professionals. One of the most important is the ability to configure and customize Salesforce applications. This includes being able to create custom objects, fields, workflows, and validation rules. Another key skill is understanding how to use Apex code to extend the functionality of Salesforce applications. Additionally, it is important to be able to integrate Salesforce with other systems using APIs. And finally, being able to effectively use Salesforce reports and dashboards is also critical. By possessing these skills, Salesforce professionals can be sure to be in high demand.
1. The ability to configure and customize Salesforce applications. This includes being able to create custom objects, fields, workflows, and validation rules.
2. Understanding how to use Apex code to extend the functionality of Salesforce applications.
3. Being able to integrate Salesforce with other systems using APIs.
4. Being able to effectively use Salesforce reports and dashboards.
By possessing these skills, Salesforce professionals can be sure to be in high demand.
Certstaffix Training provides Salesforce classes near me or online, depending on the number of students involved. We offer online courses for individual learners, as well as in person classes at your office for corporate groups. Our trainers are highly experienced professionals with the expertise necessary to help you gain a thorough understanding of Salesforce concepts and tools. With our courses available online for individuals or in person for corporate groups, it's easy to develop your Salesforce skills. Start learning today and see how Certstaffix Training can help you reach your goals.