Introduction to Salesforce for Service

Begins: 10/3/2018  at  12:00 pm Eastern Time (US)
Ends: 10/3/2018  at  5:00 pm Eastern Time (US)
Instructor: Charlie Sharp
Location: Virtual
Price: $300
Class Code: SPCS-101

Overview

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 how to work with accounts, contacts, cases, solutions and activities.  In addition, the instructor will show students how to how to use and create list views and reports to effectively filter information. 

Each student will be given a practice learning environment to participate in hands-on exercises during the class.  The student will be able to use that learning environment indefinitely after the class without any additional fee.

Who Should Attend

Customer service or call center personnel with little or no experience with Salesforce or those wanting a refresher on how to effectively manage leads and cases within Salesforce.

Agenda

  • Introductions / Login to Training Orgs
  • Overview of Salesforce for Service
  • Working with Accounts
  • Working with Contacts
  • Working with Cases
  • Working with Solutions
  • Working with Activities
  • Creating  List Views & Reports
  • Working with Dashboards
  • Question & Answer

Delivery Format

Virtual – 5 Hours

Pricing Details

$300 / student

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Additional Class Sessions

Begins
Ends
Instructor
Location
10/3/2018
10/3/2018Charlie SharpVirtual
11/7/2018
11/7/2018Charlie SharpVirtual
12/4/2018
12/4/2018Charlie SharpVirtual
1/2/2019
1/2/2019Charlie SharpVirtual