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Customized SalesForce Training

Our Canadian SalesForce training courses are grouped into five packages, each with course segments that can be added or removed depending upon training requirements and assessed weaknesses.

General SalesForce Training. These course segments are designed to provide trainees with a broad immersion into SalesForce Customer Relationship Management. The goal is to enable competent, efficient, and comfortable usage of SalesForce that will lead to higher user adoption and buy-in. Some of the course segments are:

  • Getting Started with SalesForce and Moving Around the CRM
  • Working with SalesForce and Microsoft Outlook
  • Using My Preference and My Dashboard in SalesForce
  • Finding Information in SalesForce CRM
  • Working with lists in SalesForce
  • Adding Customer Information
  • Lead Management
  • Target Lists
  • Managing Documents
  • Campaign Management
  • Outbound Call Handling
  • Running Reports in SalesForce CRM
  • Using SalesForce CRM Core Features

SalesForce Administrator Training. These course segments are designed to assist the individuals tasked with supporting SalesForce CRM within your organization. In-house administration training can save thousands of dollars in outsourcing simple tasks, in addition to being able to more quickly make simple modifications to keep the company’s daily operations running smoothly. Some of the course segments are:

  • Managing Users in SalesForce CRM
  • Advanced Outlook Integration in SalesForce
  • Understanding IntelliSync
  • Customizing SalesForce Menus and Toolbars
  • SalesForce CRM Database Maintenance
  • Importing Data into SalesForce
  • Synchronization
  • SalesForce Server Administration
  • System and Security Overview in SalesForce CRM
  • Using SpeedSearch
  • Contact and Sales Processes
  • SalesForce CRM Menus and Toolbars

SalesForce Information Manager Training. These course segments are designed for users responsible for analyzing data, creating reports, and for light SalesForce customization. These course segments are not as focused on customizing SalesForce CRM as the SalesForce Administrator training would consist of. Some of the course segments are:

  • Multicurrency support
  • Field customization in SalesForce CRM
  • Data Upload
  • Managing documents
  • Document templates in SalesForce
  • Embedded e-mail editor
  • Products and Timings
  • Summary reports
  • Key attribute profiling
  • Campaign management
  • Outbound call handling
  • User administration
  • Workflow customization
  • Advanced tab customization

SalesForce End User Training. These course segments are designed for sales staff with a general SalesForce or similar customer relationship management software experience. These course segments are tailored to your business processes so that users can quickly apply the training directly in everyday tasks. This training is essential for obtaining higher user-adoption rates and reducing the stress that some users may feel about using a CRM. Some of the course segments are:

  • Managing contacts and accounts in SalesForce CRM
  • Managing Sales activities (leads, opportunities, SalesForce dashboards)
  • Managing opportunities
  • Service and Support (Tickets, Contracts, Returns, Defects) in SalesForce
  • Marketing Training (lead management, campaign management, outbound call handling)
  • SalesForce CRM Customer Care (customer support and knowledgebase training)

SalesForce Remote Client Training. These course segments focus on maximizing the use of the SalesForce Remote Client. The SalesForce CRM Remote Client is a complimentary software solution ideal for sales persons on the go. Some of the course segments are:

  • Using SalesForce synchronization
  • Using What’s New
  • Using Subscription
  • Using Library Items and Attachments
  • Using SpeedSearch

SalesForce Training Courses

We offer SalesForce training that are not customized. These courses are not tailored to your company’s business processes specifically but do cover the SalesForce CRM software in depth. Customized SalesForce courses are meant for single company audiences, these SalesForce training courses may contain representatives from several companies, single company only SalesForce training courses are available.

SalesForce Official Marketing End User
This official SalesForce CRM course is 2 days in duration and will cover:

  • Introduction to SalesForce
  • Accounts and Contacts in SalesForce
  • Campaign Management and Marketing Services
  • SalesForce Calendar and SalesForce Activities
  • SalesForce Notes, Attachments, and Library Items
  • SalesForce and Email, Outlook Integration, and Links
  • Contact Processes in SalesForce
  • SalesForce Reports

SalesForce Official Sales End User
This official SalesForce CRM course is 2 days in duration and will cover:

  • Introduction to SalesForce
  • Accounts and Contacts in SalesForce
  • SalesForce Lead Acquisition, Qualification, and Conversion
  • SalesForce Opportunities Management, Statistics, and Sales Processes
  • SalesForce Dashboards for Calendar, Content Sets, and Analysis Views
  • SalesForce Calendar and SalesForce Activities
  • SalesForce Notes, Attachments, and Library Items
  • SalesForce and Email, Outlook Integration, and Links
  • SalesForce Document Templates and Mail Merge
  • Contact Processes in SalesForce
  • SalesForce Reports

SalesForce Architect / Deployment Specialist
This SalesForce CRM course is 1 day in duration and will cover:

  • Creating a Test Environment for SalesForce
  • SalesForce Database Data Structures
  • SalesForce Database Architecture and Security Capabilities
  • SalesForce User Customization for Lookups, Pick Lists, and Query Builder
  • SalesForce Programming Customization / Tailoring
  • SalesForce Customization Deployment using Bundles

SalesForce Turbo Charged
This SalesForce CRM course is 1 day in duration and is aimed at creating SalesForce power users and will cover:

  • SalesForce Client for the Administrator
  • Unleashing the SalesForce Query Builder
  • SalesForce Data Maintenance Procedures and Routines
  • Maximizing Mail Merge
  • Using SalesForce Campaign Management
  • Using SalesForce Sales Processes
  • Using SalesForce Contact Processes

SalesForce Administrator Crash Course
This SalesForce CRM course is 2 days in duration with the goal of being able to do general problem solving and supporting SalesForce deployments and will cover:

  • Deploying the SalesForce Environment
  • Configuring the SalesForce Administrator
  • SalesForce User and Team Security Configuration
  • SalesForce Client Components
  • SalesForce Integration with Microsoft Outlook and Microsoft Exchange Server
  • Customizing Lookups and Groups within SalesForce

SalesForce Official Administrator Certification
This official SalesForce CRM course is 4 days in duration and will cover:

  • Deploying the SalesForce Environment
  • Configuring the SalesForce Administrator
  • SalesForce User and Team Security Configuration
  • SalesForce Client Components
  • SalesForce Integration with Microsoft Outlook and Microsoft Exchange Server
  • Customizing Lookups and Groups within SalesForce
  • SpeedSearch
  • SalesForce Synchronization Configuration
  • SalesForce Remote Client
  • SalesForce User and Data Maintenance Routines and Functionality
  • Customizing SalesForce Menus and Toolbars
  • Deploying a Development Environment
  • Custom Software Development of SalesForce

SalesForce University Courses

These courses are offered through SalesForce University and are divided into three options:
  • Classroom
    CRMX-6-72000 – Sales End User for SalesForce LAN v7.2
    CRMX-6-72001 – Service/Support End User for SalesForce LAN v7.2
    CRMX-6-72002 – Marketing End User for SalesForce LAN v7.2
    CRMX-6-72003 – Power End User for SalesForce LAN v7.2
    CRMX-6-72010 – Administering SalesForce LAN v7.2 – CUSTOMERS ONLY
    CRMX-6-72030 – Developing for SalesForce LAN v7.2
    CRMX-6-72041 – Developing for SalesForce Web v7.2
    CRMX-6-72051 – Developing for SalesForce Mobile 5.0
    CRMX-7-70000 – Sales End User for SalesForce LAN v7.0
    CRMX-7-70001 – Service/Support End User for SalesForce LAN v7.0
    CRMX-7-70002 – Marketing End User for SalesForce LAN v7.0
    CRMX-7-70003 – Power End User for SalesForce LAN v7.0
    CRMX-7-70010 – Administering SalesForce LAN v7.0 – CUSTOMERS ONLY
    CRMX-7-70030 – Developing for SalesForce LAN v7.0
    CRMX-7-70040 – Implementing & Customizing for SalesForce Web v7.0
    CRMX-8-62000 – End User for SalesForce v6.2
    CRMX-8-62001 – Customer Service for SalesForce v6.2
    CRMX-8-62030 – Developing for SalesForce v6.2
  • Realtime Learning and Anytime Learning
    CRMX-6-72231 – Introduction to Developing for SalesForce LAN v7.2
    CRMX-7-70231 – Introduction to Developing for SalesForce v7.0
    CRMX-8-62200 – 12 MONTHS – SalesForce v6.2 LAN Client End User
    CRMX-8-62200 – 6 MONTHS – SalesForce v6.2 LAN Client End User
    CRMX-8-62203 – 12 MONTHS – SalesForce Marketing Feature Pack for v6.2.3
    CRMX-8-62203 – 6 MONTHS – SalesForce Marketing Feature Pack v6.2.3
    CRMX-8-62211 – 12 MONTHS – Creating Contact Processes for SalesForce v6.2
    CRMX-8-62211 – 6 MONTHS – Creating Contact Processes for SalesForce v6.2
    CRMX-8-62221 – SalesForce Product Retirement: Upgrading to v6.2
    CRMX-9-61200 – 12 MONTHS – SalesForce v6.1 LAN Client End User
    CRMX-9-61200 – 6 MONTHS – SalesForce v6.1 LAN Client End User
    CRMX-9-61201 – 12 MONTHS – SalesForce v6.1 Web Client End User
    CRMX-9-61201 – 6 MONTHS – SalesForce v6.1 Web Client End User

The below courses are offered directly through SalesForce University, our Canadian SalesForce training team can also facilitate these exact courses locally.