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A to Z Grant WritingCSP-4000DHE1 available classes

Do you love writing and building rewarding, long-lasting relationships? Do you have a passion for a cause? As a grant writer, you can help nonprofit organizations, schools, religious institutions, and research organizations acquire the funds they need to operate and to thriv...

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The demand for accounting professionals currently exceeds supply, so if you're interested in increasing your financial awareness while gaining a marketable skill, this course is for you. This course offers a solid foundation in financial matters. You'll learn the basics of d...

Accounting Fundamentals IIACC-3150IE2 available classes

If you're interested in increasing your financial awareness and accountability while also gaining a marketable skill, this is the course for you.In this course, you’ll explore special journals, uncollectible accounts receivable, plant assets, depreciation, notes and interest...

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As an Administrative Dental Assistant, you will perform as a professional dental staff member and work on behalf of the patient as well as the dentist. This exciting Administrative Dental Assistant Online course can help you gain entrance into the Dental Assistant career pat...

Advanced Microsoft Excel 2019OST-3100AEE1 available classes

Most organizations rely heavily on Microsoft Excel to consolidate, analyze, and report financial information and other important data. If you work with data of any kind, learning Excel's advanced functions can lead to taking on greater responsibilities in your organization....

American Heart Association BLS Instructor CourseSAF-3023C41 available classes

This course is designed to prepare the instructor candidate to teach AHA instructor-led, blended learning course formats. The course shows participants how to use teaching materials, make sure learning objectives are met, provide coaching skills, evaluate skills and performa...

American Sign Language 3COM-3709H21 available classes

Take your ASL proficiency to the next level! Building upon the fundamentals from levels 1 and 2, this course provides a deeper dive into complex grammatical structures and advanced vocabulary. You will learn to sign with greater fluency, expression, and precision. In additio...

Associate Professional In Human Resources (aPHR) Certification PrepSEF-3001FH11 available classes

Are you a recent graduate with an interest in an HR career, a professional looking to switch careers or advance your career, a manager who wants to expand your role, a member of the military seeking HR development, or transitioning into a civilian HR role? This (aPHR) prep c...

Auto Body Restoration - Mini SessionAUT-3109B71 available classes

Are you interested in auto body restoration? This course provides knowledge and skills in automobile construction and design; cleaning, removing, and installing parts; painting; use of tools; safety procedures, and more. Students will participate in realistic training activi...

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Course

Salesforce: Power User

Name

SEF-3001BWG

Available Classes

Not currently offered.

Description Course Outline Requirements Intended Audience More Details

Intended Audience

This course is intended for anyone interested in learning about the Salesforce software.

Description

Salesforce is the leading customer relationship management (CRM) software for sales and marketing automation. This online course will train you to be a Salesforce Power User, so you can navigate the Lightning interface, create and manage accounts, handle leads, and utilize opportunities. By becoming proficient in Salesforce, you will be able to better engage customers with the most popular CRM software available to large and small businesses.

Course Objectives

Recognize key features and options available in the Salesforce software to become proficient in usage.
Apply the proper procedures to create accounts, contacts, leads, and opportunities.
Analyze features for account management within Salesforce.
Understand the basic units of a relational database management system and its ties to Salesforce.
Implement best practices related to data migration.

Outline of Instruction

Intro to Salesforce Automation
Working with the Salesforce System
Salesforce Solution
Salesforce Admin
Migrating to Salesforce
Course Conclusion

Contact Hours

CEU's

Industry Standard, State, or National Certification

CE to CU Articulation

Prerequisites

There are no prerequisites to take this course.

Text and Supplies Needed

Hardware Requirements:
This course can be taken on either a PC or Mac.

Software Requirements:
PC: Windows 8 or later.
Mac: macOS 10.6 or later.
Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
Salesforce (You can redeem a 30-day free trial offer of Salesforce to complete the optional labs. Download and installation instructions are provided in the course)
Adobe Acrobat Reader.

Other:
Email capabilities and access to a personal email account.

Instructional Material Requirements:
The instructional materials required for this course are included in enrollment and will be available online.

Clinical Site/Special Facilities

Requirements for Successful Completion of this Course

Attendance 90% or above
Participation

Accreditation/Special Approval Requirements

Intended Audience

This course is intended for anyone interested in learning about the Salesforce software.

Specific Industry or Business Support Needs

Industry or Job Titles Related to training Outcomes for Employment

Related Courses

Course Contact Information

Non-Credit Online Learning

ceonline@waketech.edu

919-532-5847