Stony Point ensures high adoption of Salesforce with our proven approach that combines world class consulting and development services with comprehensive training for both technical and end users.
This online class is delivered by a live instructor and is specifically designed to teach customer service and call center personnel the basics of Salesforce. The instructor will focus on the key features a call center employee can use to immediately become effective with Salesforce.
A student in this class will learn the basic Salesforce object model, and how to create and secure reports and dashboards. The instructor will lead students through exercises to create tabular, summary, matrix and join reports. Students will learn advanced reporting functionality such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters and building custom report types. Finally, the student will learn how to create and run dashboards and schedule and email reports and dashboards.
We’ve developed training that speaks to people at every level of an organization, at each role.
Reach your objectives with world class training for your entire workforce.
Boost efficiency by enhancing Salesforce with a focus on user adoption.