Salesforce for End Users
This training introduces end users to the world of effective work with the Salesforce platform, focusing on practical system utilization in daily business tasks. The workshop program guides participants through key platform functionalities, showing how to effectively manage customer relationships, sales processes, and reporting. Sessions combine theory with practical exercises on real use cases, enabling participants to immediately apply acquired knowledge.
Required Participant Preparation
- Basic business process knowledge
- Computer operation skills
- Understanding of CRM basics
- Basic sales knowledge
Benefits
- Practical knowledge about effective Salesforce use in daily work, enabling efficient customer relationship management
- They will develop skills in effectively managing sales and marketing processes in the system
- They will learn to create clear reports and dashboards supporting business decision-making
- They will master effective work organization and task management techniques in Salesforce
- They will learn methods to improve team communication through platform tools
- They will be able to use mobile system functionalities for remote work
- They will gain the ability to automate repetitive tasks
- They will receive a certificate confirming practical Salesforce knowledge
Who is this training for?
Training program
Navigation and user interface
- Contact and account management
- Sales opportunity handling
- Task and calendar organization
Business Processes
- Lead management
Sales paths
- Marketing campaign handling
Activity management
- Analysis and Reporting
- Creating basic reports
- Dashboards and visualizations
- List and view management
- Data export and sharing
- Productivity and Collaboration
- Chatter and team communication
Mobile Salesforce
- Document management
- Process automation
Delivery Methods
Online
- Convenience of participating from anywhere
- Interactive live sessions with trainer
- Materials available for 30 days
- No travel costs
On-site
- Direct contact with trainer and group
- Intensive hands-on workshops
- Networking with other participants
- Full focus on learning
Frequently asked questions
Who is the Salesforce for End Users training for?
This training is designed for professionals looking to develop skills in salesforce for end users. Required level: intermediate.
How long is the Salesforce for End Users training?
The training lasts 1. Available in online or on-site format.
Will I receive a certificate?
Yes — every participant receives a completion certificate confirming acquired competencies. EITT holds ISO 9001 accreditation.
Can this training be conducted for a closed group?
Yes — we offer dedicated closed trainings for companies. We customize the program to your team's needs. Contact us for an individual quote.
Request a quote
Funding Options
Check funding options for your company
Development Services Database
Up to 80% funding for SMEs from EU funds
Check availabilityNational Training Fund
Up to 100% funding for employers
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We train teams at Poland's largest companies
Interested in this training?
Contact us - we'll prepare an offer tailored to your organization's needs.