Salesforce for Sales Representatives Training provides powerful, intuitive, cloud-based customer relationship management solutions which free sales people from the burden of administrative tasks inherent in the sales cycle of any industry, so that they may focus on what they do best: selling. This intensive Salesforce training course will equip you to use this robust and ever-growing platform to close more sales, faster. You will leave this training able to navigate the many Salesforce applications with speed and confidence, adept at customizing and configuring the platform to meet your unique needs, and well-versed in the best practices, high-performance techniques and overall capabilities of this powerful customer relationship management system. AcademyX's Salesforce training is conducted by instructors with extensive experience in Salesforce implementation, optimization and customization, as well as the ongoing support of Salesforce users. Your instructors' combination of deep product knowledge and broad, cross-industry perspective ensures that you will be able to begin accomplishing more with Salesforce, right away.

Getting Started with Salesforce

  • Set Up Salesforce Developer Edition
  • Orientation to the Salesforce Interface
  • The Sales Process

Optimizing Lead Flow

  • Identify Lead Sources
  • View Existing Leads
  • Manage Leads
  • Perform Common Lead Activities

Managing Ongoing Sales Processes

  • Convert Leads
  • Manage Accounts
  • Manage Contacts

Managing the Opportunity Pipeline

  • Manage Opportunities
  • Perform Common Opportunity Activities
  • Close Opportunities

Streamlining Your Sales Process with Reports and Dashboards

  • View Reports
  • View Dashboards
  • Extending Salesforce with AppExchange
  • Integrating Salesforce with Microsoft Office and Google Apps


  • Proficiency using a recent Microsoft Windows operating system, such as Windows XP, Vista or Windows 7.
  • An understanding of the purpose of a Customer Relationship Management system. Fundamentals classes are offered at four locations