Producttrainings

Sales Cloud CRM (user)

This training helps participants gain the knowledge and skills to use Sales Cloud effectively for their sales processes. Upon completion, you will be fully familiar with the platform's capabilities and functionalities. Topics covered include: account and contact management, lead management, opportunity management, quotation and order management, productivity tools, process automation, reporting and dashboards.


Level: Beginner

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Service Cloud (user)

During this training we will teach you how to use Service Cloud knowledge and skills efficiently for your service management. Upon completion, we will ensure that you are completely familiar with Salesforce Service Cloud and all of the platform's features and functionalities so that you can get started independently. Topics covered include: We will train at least: the basics of Salesforce, navigation, customer data and customer cases. 


Level: Beginner

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Sales Cloud CRM (admin)

During this training we will teach you knowledge and skills with Salesforce Sales Cloud. This training will teach you how Salesforce should be set up for the organization to successfully work with the product, implement processes and maintain applications. This training will cover at least: object management, page management, automations, advanced reports in dashboard and data import and export. Should you wish to discuss specific topics during the training, there is always room for that.


Level: Beginner to expert

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Service Cloud (admin)

During this training, we will teach you knowledge and skills with Salesforce Service Cloud so that you can set up your Salesforce environment so that users can easily use it. This training will teach you how Salesforce needs to be set up for the organization to successfully work with the product, implement processes and maintain applications that the organization wants to use.


Level: Beginner

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Pardot

During this training we teach you knowledge and skills of Pardot, so that the integration between Pardot and Salesforce works seamlessly. This creates a streamlined collaboration between Lead Nurturing on the one hand and Lead Conversion on the other. During this training we will cover at least the following topics: emails and forms, lead generation and management, automating campaigns, reporting and analytics and integrations with Salesforce CRM.  


Level: Beginner to expert

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Processtrainings

Salesforce Flows (automatizations)

How do you automatically send emails to customers? What is a Salesforce flow and how do you use it to manage data outside of Salesforce? In this training you will learn how to set up a process to automate emails and how Salesforce flows make your job a lot easier.


Level: Beginner to expert

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Roles and Permissions structure

What are profiles and how do you assign appropriate roles to users? How do you whitelist a series of IP addresses and how can you best manage external access? In this training, you will learn all about how to manage users and keep the number of roles manageable and scalable for your organisation.


Level: Beginner to expert

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Data management

How do you import data from Excel into Salesforce? How do you make sure it is in the right place, keep the data clean and only export the necessary data back to systems outside Salesforce? You will learn this in our Data Management training course. We help beginners set up weekly backups and experienced Salesforce users build data models and manage API connections.


Level: Beginner to expert

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