Salesforce CRM

Training Sessions Offered

Salesforce 101 - Getting Started

Topics covered:

  • Navigation & Search
  • Contact & Account Management
  • Roles & Responsibilities
  • Object descriptions and definitions
  • Directories (Extension, Team)
  • Help Sections

Audience: Extension educators, faculty, and staff

Length: 1 hour

Salesforce 102 - Managing Contacts and Accounts

Topics Covered:

  • Searching for Contacts
  • Creating and managing contacts
  • Contact integrations with Cvent and Plone
  • Account creation through contact creation (automatic vs. manual entry)
  • Managing account-contact relationships
  • Address standardization and duplicate prevention
  • Contact history (Activities, workshops, campaigns)
  • Contact Chatter Feeds

Audience: Extension educators, faculty, and staff

Length: 1 hour

Salesforce 103 - Activity Reporting

Topics Covered:

  • Activity Types
  • Participant Activities
  • Contact Activities
  • Linking contacts & accounts
  • Single vs Batch data entry (Phone & Email)
  • Updating Plone attributes
  • Updating Cvent attributes

Audience: Extension educators, faculty, and staff

Length: 2 hours

Request a custom session

Would you like to schedule a Salesforce training session for your team? Contact Brandon Woelkers to customize a session or time that works for you.