Sales Cloud End User Training

Accomplish more with Salesforce

Session Overview

This session will provide instruction on using Leads, Contacts, Accounts and Opportunities for managing new prospects and existing clients. Content will be tailored to your user role (ex. Marketing, Sales, Customer Service). Instructors will apply Sales Cloud best practices to session material.

Highlights

  • The Salesforce sales process (converting Leads to Contacts, Accounts and Opportunities).
  • Reports and dashboards.
  • Data governance best practices.

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