Salesforce

Course overview

In the daily operations of sales-driven companies, Salesforce plays a crucial role as the central platform for customer and pipeline data. The work within the system shapes how opportunities are managed, tasks are assigned, and results are evaluated. !Course Content !1. Data Model and Object Logic *Leads, Accounts, Contacts, and Opportunities *Relationships between Objects *Standard and Custom Fields !2. Sales Processes *Lead Capture and Conversion *Opportunity Stages and Pipeline Management *Activities and Reminders !3. Automation and Rules *Validation Rules and Required Fields *Workflow and Flow Logic *Notifications and Assignments !4. Reports and Dashboards *Standard and Custom Reports *Dashboards for Roles and Areas *Deriving Actions from Evaluations !Professional Relevance *Comprehensive Management of Sales Processes *Reliable Data Basis for Management Decisions *Reduced Manual Effort in Routine Tasks

Upcoming dates

• 2026-07-31T22:00:00.000Z · 2026-08-31T22:00:00.000Z · Hamburg · Combined Learning
• 2026-09-07T22:00:00.000Z · 2027-03-19T23:00:00.000Z · Berlin · Combined Learning
• 2026-09-07T22:00:00.000Z · 2026-12-12T23:00:00.000Z · Berlin · Combined Learning
• 2026-09-07T22:00:00.000Z · 2027-03-19T23:00:00.000Z · München · Combined Learning
• 2026-09-07T22:00:00.000Z · 2027-03-19T23:00:00.000Z · Leipzig · Combined Learning