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Classic - Masterclass

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"Where can I find Salesforce Training for End Users?"

...I get this question all the time!

Every day I hear from regular business people...the folks who are in Sales, Marketing, Customer Service and Operations.

Here's what they tell me:

  • "I'm expected to use Salesforce, yet I haven't been trained!"
  • "I'm struggling to track prospects, customers, tasks and deals in Salesforce. When I ask my manager for help...he asks me to talk to some incompetent colleague who just shrugs his shoulders at me."
  • "We used to be on Salesforce Classic...now my company rolled out Lightning Experience. No training. Nothing. I'm lost. Instead, I'm using Excel and I hate it!"
  • "I'm sick and tired of searching Google and YouTube..only to find that most of the materials I come across are for Administrators and Developers. What about the end users?!"
  • "I'm starting to worry that my Salesforce skills are impacting my career. I'm concerned!"
  • "I need to change the trajectory of my career. If I don't learn Salesforce I'll never find another job."

I hear you. I get it.

...and that's precisely why I decided to create this LIVE SALESFORCE BOOTCAMP!

You need coaching, hand-holding and structure. The free content that you find online through Google and YouTube is great...but most of it is geared towards Salesforce Admins and Developers.

WHAT ABOUT THE END USERS?

I'm going to help you through small, live, interactive classes held just once a week for 1 hour...for 8 weeks!

Here's what we're I'm going to teach you:

UNIT 1 - NAVIGATING SALESFORCE

  • Using Search
  • Personal Settings
  • Help Portal
  • AppExchange
  • Salesforce Trailblazer Community
  • Tabs
  • Side Panel (Classic)
  • Main Screen

UNIT 2 - MANAGING LEADS

  • Searching for leads
  • Pulling lists of leads
  • Creating new leads
  • Updating existing leads
  • Merging duplicate leads
  • Logging tasks & calls against leads
  • Converting leads
  • Reassigning leads

UNIT 3 - WORKING WITH CONTACTS & ACCOUNTS

  • Understanding the relationships between contacts & accounts
  • Searching for contacts & accounts
  • Pulling lists of contacts & accounts
  • Creating new contacts & accounts
  • Updating existing contacts & accounts
  • Merging duplicate contacts & accounts
  • Logging tasks & calls against contacts & accounts
  • Reassigning contacts & accounts

UNIT 4 - TRACKING OPPORTUNITIES (PIPELINE MANAGEMENT)

  • Understanding what opportunities are, and how they are different from leads, contacts and accounts
  • Searching for opportunities
  • Pulling lists of opportunities by stage, amount, close date, owner
  • Creating new opportunities
  • Adding products to opportunities
  • Working with Opportunity Teams
  • Updating existing opportunities
  • Logging tasks and calls against opportunities
  • Reassigning opportunities

UNIT 5 - MANAGING CAMPAIGNS

  • What are campaigns?
  • Searching for campaigns
  • Pulling lists of campaigns
  • Creating new campaigns
  • Updating existing campaigns
  • Adding campaign members
  • Tracking campaign member status
  • Logging tasks and calls against campaigns
  • Linking campaigns to opportunities to track ROI
  • Reassigning campaigns

UNIT 6 - WORKING WITH CASES

  • What are cases and why should I care?
  • Searching for cases
  • Pulling lists of cases
  • Creating new cases
  • Updating existing cases
  • Logging tasks and calls against cases
  • Reassigning cases

UNIT 7 - COLLABORATING WITH CHATTER

  • What is Chatter?
  • How is Chatter different from email?
  • Chatter visibility (Who sees it?)
  • Chatting on records
  • Chatter groups
  • Topics
  • Chatter notifications
  • Adjusting your Chatter notification preferences
  • Chatter on reports & dashboards

UNIT 8 - REPORTS & DASHBOARDS

  • What is the difference between a report & dashboard?
  • What is the difference between a list view and a report?
  • Who sees what data?
  • Who can access my reports?
  • How to find & use existing reports & dashboards
  • How to modify existing reports & dashboards
  • Understanding report types
  • How to create new reports & dashboards
  • How to export to Excel...and why you shouldn't do it!

Class Curriculum


  LIVE LECTURE: Unit 1 - Navigating Salesforce
Available in days
days after you enroll
  LIVE LECTURE: Unit 2 - Managing Leads
Available in days
days after you enroll
  LIVE LECTURE: Unit 3 - Working with Contacts & Accounts
Available in days
days after you enroll
  LIVE LECTURE: Unit 4 - Tracking Opportunities
Available in days
days after you enroll
  LIVE LECTURE: Unit 5 - Managing Campaigns
Available in days
days after you enroll
  LIVE LECTURE: Unit 6 - Working with Cases
Available in days
days after you enroll
  LIVE LECTURE: Unit 7 - Collaborating with Chatter
Available in days
days after you enroll
  LIVE LECTURE: Unit 8 - Reports & Dashboards
Available in days
days after you enroll

Get started now!



Whether you are brand new to Salesforce, or simply new to Lightning Experience, this class is meant for new business users who need to learn how to use Salesforce to track people, deals, tasks, calls, to-dos and more.

Curriculum includes:

  • Navigating Salesforce
  • Managing Leads
  • Working with Contacts & Accounts
  • Tracking Opportunities
  • Managing Campaigns
  • Working with Cases
  • Collaborating with Chatter
  • Reports and Dashboards

  • Every course you take here is special

    THESE COURSES WERE DESIGNED TO BUILD YOUR SALESFORCE SKILLS & BOOST YOUR CAREER!


    🏆 Build Salesforce Confidence

    From the very first lesson, you'll be learning how to use Salesforce like a pro. Follow up with your prospects & customers like never before.

    🔍 Step-by-Step Help

    Watch the videos. Download the PDF workbooks. Ask & answer questions in our community. You'll get all the help you need, when you need it. And you're gonna love it here.

    📱 Anywhere Access

    Learn when and where you choose. Grab the beverage of your choice and dive in!

    🎧 Learn From a Pro

    I'm a Salesforce trainer, blogger, podcaster, author & MVP with over 20 years of corporate training experience.

    ☁️ Salesforce is Easy

    Truth: Learning Salesforce is all about understanding how to find the data you need quickly and easily. Give me a chance, and I'll show you exactly how easy it can be!

    💛 Made with Love

    I get why you are struggling with Salesforce. I've been there and I've helped thousands of other business professionals learn how to use Salesforce without any pain or drama.

    Your Instructor


    David Giller
    David Giller
    • As an attorney, I used to practice law..helping clients navigate through difficult situations related to family law, bankruptcy and foreclosure issues.
    • I’ve stepped away from the legal profession and now I am CEO of Brainiate, a Salesforce consulting firm.
    • As a Salesforce Partner, my Brainiate team helps non-profit and for-profit organizations unleash the power of Salesforce to work more efficiently, get a 360-degree view of customers, and automate business processes.

    How did I go from practicing law to becoming a Salesforce expert?

    Through a series of bizarre and unexpected career turns, I found myself working at NBC Universal, where I managed large scale IT projects, based out of Rockefeller Center in NYC.

    After several years at NBC Universal, I moved over to GE Capital, where I inherited some responsibility for the company’s CRM (Siebel).

    While at GE Capital, a Salesforce project landed on my lap, and I before I knew it, I became known as the “Salesforce Guru” at GE Capital.

    I’ve decided to take my knowledge and expertise on the Salesforce platform and help others people solve their business problems and become Salesforce Rockstars.

    Within the last few years, I have become a recognized expert in the global Salesforce community, through my blog, webinars, podcast, ebooks, and my role as a Salesforce User Group Leader for the NYC and Northern NJ Salesforce User Groups.

    In 2016, I became a Salesforce MVP. MVPs are nominated by the Salesforce community and selected by Salesforce employees based on their expertise, generosity, leadership, and advocacy.

    I can often be found at most Salesforce events in the NYC area (and certainly at Dreamforce), either speaking publicly (sharing best practices, cool new features), or helping to staff the Salesforce event in other capacities.

    I'm looking forward to helping YOU become a Salesforce Rockstar!


    Class Curriculum


      LIVE LECTURE: Unit 1 - Navigating Salesforce
    Available in days
    days after you enroll
      LIVE LECTURE: Unit 2 - Managing Leads
    Available in days
    days after you enroll
      LIVE LECTURE: Unit 3 - Working with Contacts & Accounts
    Available in days
    days after you enroll
      LIVE LECTURE: Unit 4 - Tracking Opportunities
    Available in days
    days after you enroll
      LIVE LECTURE: Unit 5 - Managing Campaigns
    Available in days
    days after you enroll
      LIVE LECTURE: Unit 6 - Working with Cases
    Available in days
    days after you enroll
      LIVE LECTURE: Unit 7 - Collaborating with Chatter
    Available in days
    days after you enroll
      LIVE LECTURE: Unit 8 - Reports & Dashboards
    Available in days
    days after you enroll

    Courses Included with Purchase



    Learn How To Navigate Salesforce Classic
    Everything you need to know about navigating Salesforce Classic
    David Giller
    FREE
    Learn How to Use the Salesforce1 Mobile App
    Everything you need to know about using Salesforce on your mobile device as an end user.
    David Giller
    $360
    Learn How To Manage Contacts in Salesforce Classic
    Everything you need to know about tracking people in Salesforce Classic
    David Giller
    $360
    Learn How To Manage Accounts in Salesforce Classic
    Everything you need to know about tracking companies & other organizations in Salesforce Classic
    David Giller
    $360
    Learn How To Manage Leads in Salesforce Classic
    Everything you need to know about managing your prospects using the Leads functionality in Salesforce Classic
    David Giller
    $360
    Learn How To Manage Opportunities in Salesforce Classic
    Everything you need to know about tracking your opportunity pipeline in Salesforce Classic
    David Giller
    $360

    Original Price: $1,800


    Get started now!