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30-Day Money-Back Guarantee
IT & Software IT Certification Salesforce

Salesforce Training and Implementation Made Easy

Empower employees to master Salesforce | Design an in-house Salesforce training program | Free Salesforce login included
Rating: 4.3 out of 54.3 (13 ratings)
1,612 students
Created by Warren Chalklen, PhD
Last updated 4/2018
English
English [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • Design an in-house Salesforce training program
  • Learn how to teach: Data edit/input, reports and dashboards
  • How to design and implement impactful adult training

Requirements

  • No Salesforce account needed: Students will access a free Salesforce login within the course
  • Students should be ready to learn how to teach Salesforce skills and develop a Salesforce training program

Description

** This course is perfect for anyone wanting to design an in-house Salesforce training program to empower employees to perform better.**

** ACCORDING TO BURNING GLASS TECHNOLOGIES, a labor technologies analysis firm: "Setting aside the near-universal Microsoft Office suite, Salesforce is now the 7th most in-demand software skill...putting Salesforce demand ahead of IT stalwarts such as Python, .Net, and C++, and in line with commonly used applications such as Adobe Photoshop"**

Every year, companies spend thousands of dollars on Salesforce consultants to train employees to input data, run reports and build dashboards. Managers using Salesforce spend up to 25% of their time filling skill gaps in employees and not on managing for optimal performance. This course is perfect for:

-Managers who are responsible for trouble shooting Salesforce issues with direct reports

-Human resource managers who onboard new employees

-Existing trainers in the organisation who are tasked with migrating from another CRM system to Salesforce.

The contents of this course are all based on our work experience and Warren's qualification as a ADM201 Certified Data Associate. I use Sales force on a daily basis to drive organizational performance. And now, I want to share my knowledge and expertise with you. 

By the end of this course you will know and be able to do the following:

1. Follow eight simple steps to design and execute a training program from scratch.

2. Use the provided curriculum and lesson plan to teach editing and inputting Salesforce data.

3. Teach employees how to run reports using scenarios and requests.

4. Advance employee knowledge of dashboards with a practical project.

5. Assess learning with helpful tools and exercises.

I will work with you throughout the course to support your journey to mastery!

Ready to train others to use Salesforce? Click "Take this course now" to get started!

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Who this course is for:

  • Anyone interested in learning how to teach others about how to use Salesforce
  • Potential students should be ready to learn in a practical, fun and engaging course

Course content

10 sections • 48 lectures • 4h 53m total length

  • Preview01:49
  • Preview06:53
  • How to get your free Salesforce License
    05:17

  • Preview03:13
  • Step 2: Organize the data
    07:52
  • Demo: Use Trailhead to boost your skills
    04:30
  • Step 3: Outline your training analysis model
    06:19
  • Step 4: Outline your training and development plan
    04:32
  • Step 5: How to design your training: An overview
    03:02
  • Step 6: Design your curriculum
    05:28
  • Step 7: Craft your lesson plan
    06:19
  • Step 8: Assess and build trainer skills
    02:41

  • The pillars of powerful training
    05:15
  • An overview of content delivery methods
    06:01
  • Take this quiz to determine your clients learning style
    00:07
  • Identify performance needs and gaps
    06:38

  • Preview04:26

  • Use this lesson plan to input and edit data
    05:11
  • The difference between an Account, Contact and Opportunities record
    01:52
  • How to create an Account record
    05:48
  • How to create a Task and Event
    05:29
  • How to create a Contact record
    06:11
  • How to create an Opportunities record
    06:41

  • Preview02:51
  • Data import process overview
    04:54
  • The main steps to import data
    03:20
  • Let's prepare the Account data for upload
    05:29
  • How to import Account data using Import Wizard
    05:19

  • Preview02:38
  • How to edit using Listviews
    10:57

  • What will we learn about reports: The lesson plan
    06:33
  • Salesforce Reports: An overview
    10:07
  • Let's build a tabular report using a scenario
    03:52
  • About the review
    01:34
  • How to run a tabular report
    12:15
  • Let's use a scenario to build a summary report
    Preview15:40
  • How to run a summary report
    07:42
  • Matrix report simulation
    11:10

  • Let's look at our Dashboard lesson plan
    03:53
  • The Salesforce Dashboard: An overview
    09:00
  • Step 1: Brainstorm your dashboard
    05:39
  • Step 2: Setup your report
    04:16
  • Step 3: Add your filters and fields
    07:57
  • Step 4: Insert a chart into your report
    04:24
  • Step 5: Create dashboard and insert chart
    07:40

  • Learn about the Salesforce Admin Certification Exam
    02:46
  • Get All You Need to Know in this Salesforce Classic Masterclass
    02:29
  • Facebook Live with Dennis Smith--Why should you learn Salesforce to earn more?
    29:22

Instructor

Warren Chalklen, PhD
Education Innovator | 111,967 Students on Udemy
Warren Chalklen, PhD
  • 4.2 Instructor Rating
  • 6,642 Reviews
  • 141,958 Students
  • 29 Courses

Dr. Warren Chalklen is a passionate South African and education innovator who has taught over 111,967+ students across 182 countries using online and face to face platforms. He is obsessed with realizing a better world through building individual and organizational capacity in the fields of diversity, policy analysis, and data driven performance with softwares such as Excel, Salesforce and Balanced Scorecard tools. In his spare time he loves to travel and recently returned from a vacation in Cuba!


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