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 Kickoff meeting
September 24, 2018 from 11:30 - 2
A Hawaiian lunch will be served.
Learn Salesforce with Trailhead
35 minutes, 1000 points 
https://trailhead.salesforce.com/trails/learn_salesforce_with_trailhead
It is composed of two modules:
- Trailhead Basics, worth 300 pts https://trailhead.salesforce.com/trails/learn_salesforce_with_trailhead/modules/trailhead_basics
- Trailhead Playground Management, worth 700 pts https://trailhead.salesforce.com/trails/learn_salesforce_with_trailhead/modules/trailhead_playground_management
Audience: Everybody on CII staff
Sell Lightning Fast with Sales Cloud
4 hr 25 minutes, 3400 points 
https://trailhead.salesforce.com/trails/lex_end_user
Note: This is a really great module that provides overview of Salesforce. One thing for CII staff to note is that we don't use Leads. We just create all new people records as Contacts, (and don't do Lead Generation).
Audience: Recommended for all Staff. Required for all staff who manage accounts and contacts.
Sales Cloud: Quick Look
40 minutes, 400 points
https://trailhead.salesforce.com/en/modules/sales-cloud-platform-quick-look
Audience: This is an executive level course. All SR staff should take this course.
Sales and Service: the Perfect Power Couple
Far too often, sales and service function separately within organizations. Sales brings in new customers and hands them off to service teams, with little-to-no communication or follow-up between the two departments.
If It’s Not in Salesforce: It Doesn’t Exist
“You can’t manage what you can’t measure” is a mantra for sales leaders for good reason. When you can accurately measure performance, you can double down on what works best and pull back on what doesn’t.
Duplicate Records Management
45 minutes, 600 points 
https://trailhead.salesforce.com/modules/sales_admin_duplicate_management
Training / Implementation Note: CII staff should take this course to understand how duplicate records management works in Salesforce. From there, CII will refine the settings based on feedback and agreement amongst the staff.
Audience: All staff who will regularly add contacts and accounts.
Training Format: 90 minute class sessions to be scheduled - take class together and discuss.
Salesforce Platform Basics
50 minutes, 900 points 
https://trailhead.salesforce.com/modules/starting_force_com
Note: This module demonstrates tips to make Salesforce work with CII's business. One thing for CII staff to remember is that CII doesn't use Leads. We just create all new people records as Contacts.
Audience: Admins and others interested in finding out how to tweak Salesforce to work better for you. Find out several tweaks that don't require development experience. CII launches these tweaks through a sandbox development site. You can work with IST to implement your great ideas.
Training Format: Take this one on your own if you are interested! It's pretty good!
Premier Success Plans
40 minutes, 300 points 
https://trailhead.salesforce.com/en/modules/premier-success-plans
Learn what the Premier Success Plans have to offer. CII's got it, let's use it to our advantage.
Audience: All of the Information Services Team + any one else who wants to know.
Salesforce Success Cloud Basics
40 minutes, 200 points 
https://trailhead.salesforce.com/modules/salesforce-success-cloud-basics
Learn how the Salesforce Success Cloud can help you and CII achieve our goals.
Audience: Recommended for all staff who will regularly use Salesforce.
Work with Opportunities in the Kanban View
10 minutes, 100 points
The Opportunity Kanban is a visual summary of all the opportunities for a particular sales path.
By seeing all opportunities at once, CII staff who manage member dues and subscriptions, as well as other sales, can keep deals moving forward so that Stephen and the ADs can effectively monitor the pipeline and ensure everyone’s staying on course.
Audience: Everyone at CII who needs to report on revenue. Whether it is from member dues, subscribers or other revenue, staff will benefit from this quick how-to on filter and view reports on revenue received as well as in the pipeline.
