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Classroom sessions will be held on selected subjects. Bring your laptops because we will use a combination of Trailhead and instructor-led instruction.

All-staff

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Salesforce Kickoff -  Ohana Party

  • September 24, 2018 from 12:30am to 3pm

Alamo Room  11:30 am - 2

A Hawaiian lunch will be served. Check out the Agenda for more information. No laptops! We're going to eat, discuss and watch some videos.

Audience: All staff.


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Salesforce Basics

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Two sessions! Pick which one you want to attend!

  • October 4, 2018

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  • from 2pm - 4pm
  • October 18, 2018 from 2pm - 4pm

Alamo Room  2-4

We will go through several of the modules within "Sell Lightning Fast with Sales Cloud" and discuss how Salesforce will be used by CII.

Check out the Agenda for more information.

https://trailhead.salesforce.com/trails/lex_end_user

Audience: Recommended for all Staff. Required for all staff who manage accounts and contacts Senior staff are encouraged to attend, other staff are required.  Bring your laptops because we will use a combination of Trailhead and instructor-led instruction.


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Duplicate Management

  • Date TBA 2pm - 3:30pm

CII Conference Room 2.502

Duplicate Management.

Audience: All staff who will regularly add contacts and accounts.

Training Format:  90 minute class sessions to be scheduled - take class together and discuss. Bring your laptops because we will use a combination of Trailhead and instructor-led instruction.


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