Salesforce Level 1

Salesforce for Sales Representatives is the world’s number one on-demand customer relationship management (CRM) system.  This class will teach you how to use every major component of Salesforce and give you hands-on training to help you and your sales team through the entire sales process.

salesforce classesStarting at the beginning of a real sales process, this class explains how to work with the software more efficiently, customizing your environment to help capture leads, working with contacts, tracking communication, running reports, and much more.   Learn the latest features and tools to personalize your Salesforce account and help make you work more smoothly and efficiently.

Target Student: This course is intended for individuals or groups who are new to CRM system or are seeking better ways to work within the program.

Performance Based Objectives

Upon successful completion of this course, students will be able to:

  • Customize the home page
  • Organize and communicate with your contacts
  • Capture leads
  • Manage correspondence
  • Configure reports and dashboards
  • Manage your data and security
  • Use workflow rules

Pre-requisite: To ensure your success in this course, you should have a basic understanding of sales processes and techniques. You should also have basic end-user skills with computers and the Internet, and some experience with using cloud-based applications.

Training Type: Instructor led, group-paced or private, classroom-delivery learning model with structured hands-on activities.  Available for Private or Group Sessions.

Class Includes

  • Professional Textbook
  • Download materials with practice examples
  • Free access to CoWorking space on class days (FC Only)
  • One month of technical support
  • Certificate of Completion

Class Info

  • Classroom equipped with computers and software
  • 9 hours of training
  • Breaks are taken throughout each session
  • Class size limited
  • Target Audience: Beginner

Financial Aid

Click here to learn more about financial aid options including DWC’s 6-month payment plan, WIOA Workforce Funding, and more.

Terms and Conditions

Please read our Terms and Conditions before you register.

This class is currently offered in a private format.