Course Overview
Sales Cloud Training for Sales Reps is essential for Sales Representatives who are new to Salesforce Sales Cloud (and the new Lightning Experience) and need to quickly get up to speed on its productivity tools. Sales Reps will learn how to use the Sales Cloud to track prospective clients, manage accounts and opportunities, manage their workflow, communicate with clients, and run reports using the new Lightning Experience. This course is structured in a modular format and totals one full day of content.
Who should attend
Sales Cloud Training for Sales Reps is designed for:
- Sales Representatives who are new to using Salesforce Sales Cloud and are using the Lightning Experience.
Course Objectives
When you complete this course, you will be able to:
- Navigate Salesforce using the Lightning Experience.
- Find and add information related to accounts, contacts, leads, opportunities, and activities.
- Use Salesforce to create and track sales activities.
- Enter information into Salesforce so managers can accurately analyze sales.
- Customize Salesforce reports and charts to manage and analyze contact and account information.
- Use Salesforce1 on a mobile device.