Bunner_Salesforce for beginners2-04

SalesForce for Beginners


The Complete Sales Journey Using a Live Demo of a Real Use Case

During this day we will review Salesforce’s features and capabilities through an end-to-end live demonstration of a company’s Sales Cycle. We will also explore Salesforce’s wide range of services including: automation, security, dashboards, support and more.

09:00 – 09:30 Breakfast and Arrival
09:30 – 09:40 Opening Words
09:40 – 10:40 Sales Cycle Management – Demo
o Uploading your Data Into the System
o Leads & Accounts Management (Tasks, Reminders & Notes)
o Opportunity Process Review (Price Lists, Quotes & Approvals)
o Internal & External Communication (Emails & Chatter)
o List & Kanban Views (Customized Search)
o Reports and Dashboards
10:40 – 11:00 Break
11:00 – 11:40 Salesforce Killer Features
o Automation – Emails, Reminders & Workflows
o Administration – Creating & Managing Objects & Fields
o Security & Permissions
o Customized Reports and Dashboards
11:40 – 11:50 Salesforce’s App Store
o About AppExchange
o Popular Apps – Examples & Review
11:50 – 12:20 Services Management
o Defining Service Agreements, Entitlements & SLA
o Opening and Handling Cases
o Customer Satisfaction Survey
o Community (Customer Portal) – Submit a Case, Knowledge Management & Communication
12:20 – 12:30 Q&A

Your Guide: Noga Weiss, Salesforce Lead, CloudZone