Sales Cloud Training for Sales Reps Using Lightning (SLX-101)

Sales Cloud Training for Sales Reps Using Lightning (SLX-101) Course Description

Duration: 1.00 days (8 hours)

Sales Cloud Training for Sales Reps is essential for Sales Representatives who are new to Salesforce Sales Cloud (and the new Lightning Experience) and need to quickly get up to speed on its productivity tools. Sales Reps will learn how to use the Sales Cloud to track prospective clients, manage accounts and opportunities, manage their workflow, communicate with clients, and run reports using the new Lightning Experience.

Next Class Dates

Mar 28, 2018
8:30 AM – 4:30 PM PT
519 8th Avenue, 2nd Floor, New York, NY 10018
New York, NY 10018

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Contact us to customize this class with your own dates, times and location. You can also call 1-888-563-8266 or chat live with a Learning Consultant.

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Intended Audience for this Sales Cloud Training for Sales Reps Using Lightning (SLX-101) Course

  • » Sales Representatives who are new to using Salesforce. Sales Cloud and are using the Lightning Experience

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Sales Cloud Training for Sales Reps Using Lightning (SLX-101) Course Objectives

  • » Find and add information related to accounts, contacts, leads, opportunities, and activities.
  • » Use Salesforce to create and track sales activities.
  • » Enter information into Salesforce so managers can accurately analyze sales.
  • » Customize Salesforce reports and charts to manage and analyze contact and account information.
  • » Use Salesforce1 on a mobile device.

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Sales Cloud Training for Sales Reps Using Lightning (SLX-101) Course Outline

      1. Introduction to Salesforce: Managing Your Accounts and Contacts
        1. Get Started in Salesforce
        2. Use Reports to Analyze Your Accounts
        3. Research Whats Happening with Your Accounts
        4. Use Chatter to Get More Information
        5. View Current News About Your Accounts in Salesforce1
        6. Create New Accounts and Contacts
        7. Add Charts to List Views
        8. Use Reports to Track At-Risk Accounts
      2. Effective Prospecting: Managing Leads and Opportunities
        1. Locate and Enter Leads in Salesforce
        2. Use List Views to Organize and Prioritize Leads
        3. Update Lead Status to Track Your Progress
        4. Convert Qualified Leads to Accounts, Contacts, and Opportunities
        5. Track Opportunities Through the Sales Process
        6. Add Products to Opportunities
        7. Find Information in Salesforce to Close Deals
        8. Report on Leads and Opportunities
      3. Sales Productivity: Streamlining Your Day
        1. Use Tasks to Track Calls, Emails, and To-Dos in Salesforce
        2. Locate, Add, and Complete Activities in Salesforce1
        3. Tour the Today App in Salesforce1
        4. Send Email Directly from Salesforce
        5. Save Time with Standard and Custom Email Templates
        6. Analyze your Sales Activities with Reports
      4. Reporting: Track Your Deals
        1. Work with Standard Reports
        2. Customize Reports
        3. Modify Report Options
        4. Use the Report Builder for Deeper Customizations
        5. Apply Report Filters and Filter Logic
        6. Summarize Your Data in Reports
        7. Add Charts to Reports
        8. Use Dashboards to Visualize Data

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Do you have the right background for Sales Cloud Training for Sales Reps Using Lightning (SLX-101)?

Skills Assessment

We ensure your success by asking all students to take a FREE Skill Assessment test. These short, instructor-written tests are an objective measure of your current skills that help us determine whether or not you will be able to meet your goals by attending this course at your current skill level. If we determine that you need additional preparation or training in order to gain the most value from this course, we will recommend cost-effective solutions that you can use to get ready for the course.

Our required skill-assessments ensure that:

  1. All students in the class are at a comparable skill level, so the class can run smoothly without beginners slowing down the class for everyone else.
  2. NetCom students enjoy one of the industry's highest success rates, and pass rates when a certification exam is involved.
  3. We stay committed to providing you real value. Again, your success is paramount; we will register you only if you have the skills to succeed.
This assessment is for your benefit and best taken without any preparation or reference materials, so your skills can be objectively measured.

Take your FREE Skill Assessment test »

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Award winning, world-class Instructors

Our instructors are passionate at teaching and are experts in their respective fields. Our average NetCom instructor has many, many years of real-world experience and impart their priceless, valuable knowledge to our students every single day. See our world-class instructors.   See more instructors...

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Client Testimonials & Reviews about their Learning Experience

We are passionate in delivering the best learning experience for our students and they are happy to share their learning experience with us.
Read what students had to say about their experience at NetCom.   Read student testimonials...

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