14 Workshops Salesforce


Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development. 

Data Science Training With Apprenticeship

    Explores how to configure and administer Salesforce so that the functions of this CRM (customer relationship management) tool align to the needs and goals of your business. Learn how to customize sales paths and opportunity stages, set up custom fields, and create custom reports for your teams.

    Using Salesforce data, there are a variety of ways to share sales and customer data both within your team and externally. In this workshop, discover how to develop

    up and running with SalesforceIQ to manage your customers, sales, services, leads, accounts, and opportunities. Learn how to customize the account settings to meet the needs of your growing business, and build detailed records to track leads, opportunities, and existing customers throughout the sales pipeline. Discover how to track multiple pipelines with lists, and build event and communication logs to make sure everyone on the team has the latest information. Then find out how to build to-do lists with tasks, filter sales data, and run reports to track past performance and build accurate forecasts about future potential.

    Explore how to leverage the cloud-based help desk solution from Salesforce, Service Cloud, to manage customer service interactions. Increase customer satisfaction by accessing detailed Salesforce data and use Service Cloud's automation and knowledge base features to streamline interactions and find resolutions more quickly. workshop covers topics such as creating and managing cases, adding assignment rules, building a team of customer service reps, and finding and using knowledge articles to respond to cases. Plus, learn how to run reports to review statistics such as total cases created, case duration, solutions listed, etc., and discover how to customize reports to suit your needs.

    The amount of content companies need to create, distribute, and manage gets bigger every day. Learn the foundational principles behind crafting a content management solution for an enterprise business. In this workshop breaks down the tools, systems, procedures, workflows, and best practices for crafting an effective content management strategy for medium to large businesses. Phil explores how these tools can support company culture and objectives, while providing employees access to the information and documents they need to do their job and collaborate with different departments across the globe

    how to use Salesforce to keep track of your individual goals and sales pipelines, and review how your sales team is faring daily, monthly, quarterly, or annually. Also goes into how to manage and transfer leads to others on your sales team, leverage visual tools such as dashboards to help you visualize your revenue goals and sales pipeline, create team sales reports, and more.

    (CRM) platform that gives marketers the tools they need to put their customers first. Salesforce provides a variety of tools for managing marketing workflows, including digital marketing and paid advertising. This workshop explores how to enable and utilize these features. Discover how to leverage this platform to communicate with your sales teams; tackle email marketing; connect with prospects and customers using social media; manage the lead life cycle within a Salesforce account; track vendor expenses; visualize marketing project success; and more.

    When the concept of marketing integration comes up, many people automatically think about external customer marketing; however, external approaches—advertising, social media, and event marketing, for example—are just one piece of the puzzle. In this workshop we shares a comprehensive brand and marketing integration approach that encompasses all external and internal stakeholders and touchpoints. Along with going over external marketing, it also covers three other important types of integration: vertical, horizontal, and internal. Furthr explores common roadblocks and shows how to incorporate integration strategies into your own company.

    In this workshop, learn the basics of Salesforce.com development. Explore the Salesforce.com development environment, and get started with Apex programming—the object-oriented programming language for Salesforce. Learn about sets, lists, and maps, and review code examples for triggers, trigger handlers, and batch Apex.

    This workshop shows why test classes are needed, how to write them for supportability, and how to achieve maximum code coverage. Learn how to create a basic test class, implement test code using test factory methods, and address common concerns with test classes, including how to use asserts to validate that your code is performing as expected. Plus, explore more advanced testing topics, such as how to test each aspect of batch Apex code.

    Learn how to build apps for Salesforce and customize the CRM to the needs of your business—without programming a single line of code. In this workshop we shows how to use turnkey and custom Salesforce apps to streamline your business workflows. Also reviews the pre-made apps, as well as techniques for building apps from scratch, integrating with data sets, and using apps for advanced analytics. Learn how to work with Visualforce components, set up quick actions, and upgrade apps to the latest form factor. Plus, get tips for testing apps for seamless deployment wherever your team members access Salesforce: desktop, tablet, or mobile devices.

    Salesforce CPQ helps you manage the last stage of the sales process by making it easier to deliver pricing and quotes to your buyers. In this workshop, learn how to leverage this enterprise-level pricing solution for bundled pricing, discounting, quote management, and more—all inside Salesforce. The benefits of CPQ, how to identify who should be using this sales tool, and how to integrate CPQ into your own sales cycle. Also dives into the areas of quotes, products, and pricing as they relate to CPQ. Discover how to access and edit quotes in CPQ, add products and navigate the guided selling wizard to generate a quote, and generate pricing of products and product bundles.

    Salesforce is a powerful data gathering tool. Creating dashboards is an easy way to visualize and monitor that information. In this workshop, we guides you through building dashboards to visually represent Salesforce data. Learn how to ensure data quality, use the drag-and-drop dashboard builder, and leverage the various component types, including line, donut, funnel, scatter, and table charts. Plus, discover how to format, filter, and hide data for better presentations and greater team insights.

    Salesforce Einstein is a set of AI technologies that allow Salesforce users to use algorithms to analyze data inside Salesforce. Einstein can be used to automate reports, pinpoint workflow needs, and even analyze the effectiveness of teams. In this workshop, learn how to work with Einstein in Salesforce. Discover precisely what this powerful solution has to offer, so that you can determine if it meshes with your organization's needs. Discover how Einstein can help you work smarter in Sales Cloud, the Marketing Cloud, communities, and more.

Who This Course is for

Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.


  • Workshop: 14
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