Salesforce Training | Actonic – Unfolding your potential

Salesforce training

Effective & automated customer management

Salesforce – an innovative cloud-based solution for corporate customer management. Using automation, process optimization and contact management, Salesforce makes collaborations between teams more efficient and increases productivity. With the Sales, Marketing and Service Cloud, Salesforce gives you an extensive range of services that can be optimally adapted to your needs. As your Salesforce partner, we will introduce you to the Salesforce interface in our hands-on trainings, show you various possible use cases and the combination of different clouds and tools.

Training variants & content

Topic & target group Content Duration
Salesforce basics
  • What is Salesforce & what is it used for?
  • How is Salesforce organized?
  • How do you work effectively with different clouds?
1 day
Salesforce for administrators
  • User management
  • How do you work with reports, dashboards & workflows?
  • Data & security management
  • Get to know advanced administration functions
2 days
Salesforce for application-architects
  • What are the technical requirements?
  • How do the different systems work together?
  • How can the interface be designed?
2 days
Salesforce for consultants
  • Basics about cloud structure
  • How can adjustments be made?
  • How do the different modules work?
  • Setup and configuration of the system
1 day
Salesforce for developers
  • How are reports & dashboards designed
  • Develop & test Salesforce solutions
  • Working with product data models
  • How can apps be customized?
2 days
Salesforce for marketing/ sales staff
  • Configuration of Marketing Cloud and Sales Cloud
  • How do you set up an account?
  • Presentation of suitable tools such as automation, tracking and analysis
1 day

We adjust our Salesforce training to the attendees’ knowledge and goals, which is why everybody can join.

  • Salesforce for beginners
  • Salesforce for administrators
  • Salesforce for developers
  • and many more

The length depends on the content, attendees’ knowledge and goals. It may vary from a few hours up to 2 days.

We offer the training in German and English.

Depending on the attendees’ knowledge we will start with Salesforce basics. If there are specific questions concerning features or individual projects, we will talk them through as well. The training can be interactive: the participants will log in during the training and try the steps and features. It is also possible to present everything and organize a Q&A session afterwards.

Feel free to contact us to schedule your training!

Why to train with Actonic

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Learning by doing

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Learning by doing

Detailed insights

Integrate Salesforce & optimize your processes

Improve your customer relationships through the efficiency and profitability of Salesforce