Course

Course Summary
Credit Type:
Course
ACE ID:
PATH-0012
Organization:
Location:
Online
Length:
5 weeks (144 hours)
Dates Offered:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Lower-Division Baccalaureate 2 business information systems
Description

Objective:

The course objective is to introduce students to the use cases of customer relationship management systems, specifically Salesforce, and how end users on sales teams leverage Salesforce's Sales Cloud Lightning tool. Students will learn how sales team members like Sales Development Representatives, Account Managers, Sales Managers, and Customer Service Managers use the tool, in the process building a foundational understanding of Sales Cloud and Service Cloud, Salesforce's most widely used products. Students will learn how information like accounts, contacts, records, leads, and opportunities are stored in Salesforce. They will gain practical skills working with Sales and Service Cloud by updating information according to the sales process, creating basic reports and dashboards for forecasting projections, and understanding how standard user profiles and permissions work.

Learning Outcomes:

  • Articulate and demonstrate how CRM works in the context of sales, marketing, and service in modern businesses.
  • Import data into Salesforce and manage communication with contacts and qualification of leads.
  • Demonstrate proficiency using Salesforce Sales Cloud Lightning by managing accounts, opportunities, products, quotes, and contracts.
  • Understand and properly perform service/support agent processes using the Salesforce Case Management and Knowledge features.
  • Build reports, charts and dashboards to communicate relevant information about sales performance to stakeholders and executives.

General Topics:

  • Salesforce Sales Cloud Salesforce Service Cloud Customer Relationship Management Sales and Support Processes Reports and Dashboards Salesforce Contracts
Instruction & Assessment

Instructional Strategies:

  • Audio Visual Materials
  • Case Studies
  • Coaching/Mentoring
  • Computer Based Training
  • Discussion
  • Laboratory
  • Learner Presentations
  • Practical Exercises
  • Project-based Instruction

Methods of Assessment:

  • Case Studies
  • Performance Rubrics (Checklists)
  • Presentations
  • Quizzes

Minimum Passing Score:

70%
Supplemental Materials

Other offerings from Pathstream