日本のSalesforceトレーニング

Salesforce is a leading CRM platform used to track, optimize, and scale sales performance.

This instructor-led, live training (online or onsite) is aimed at intermediate-level sales practitioners who wish to improve their selling performance through modern, high-impact sales techniques supported by Salesforce.

Upon completing this training, participants will be able to:

• Apply modern cold calling strategies that boost engagement.
• Use proven scripts to increase conversion rates.
• Build rapport quickly using psychological and human-connection techniques.
• Leverage Salesforce to track activities and accelerate results.

Format of the Course

• Live demonstrations and guided discussions.
• Hands-on practice using real-world sales scenarios.
• Interactive exercises within a live Salesforce environment.

Course Customization Options

• Customization of examples, scenarios, and exercises is available upon request.

Salesforce is a leading cloud CRM platform that enables organizations to manage customers, automate processes, and improve collaboration. This practical, hands-on course covers core configuration, object and app design, automation with workflows and Process Builder/Flow, and productivity features to help teams work smarter.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level administrators, business users, and team leads who wish to configure Salesforce, automate common processes, and improve user productivity.

By the end of this training, participants will be able to:

• Configure objects, fields, page layouts, and record types to model business data.
• Design and build Lightning apps and pages using Lightning App Builder.
• Create automation using Flow and process automation tools to streamline tasks.
• Enable productivity and collaboration features such as Lightning Experience, Chatter, and productivity integrations.
• Build basic reports and dashboards to surface key metrics.

Format of the Course

• Interactive lecture and demonstration.
• Hands-on guided exercises in a sandbox org.
• Real-world scenarios and a short capstone lab.

Course Customization Options

• To request a customized version focused on Sales Cloud, Service Cloud, or custom objects, please contact us to arrange.

Salesforce is a powerful cloud platform that supports the entire insurance lifecycle—from quoting and sales to claims management and policy administration.

This instructor-led, live training (online or onsite) is aimed at intermediate-level professionals in the insurance and leasing sector who wish to configure, extend, and optimize Salesforce to manage offerings, automate claims, and handle full policy lifecycles.

By the end of this training, participants will be able to:

• Configure Salesforce for quoting and pricing insurance products.
• Manage post-sales activities including claims, event registration, and payment automation.
• Model insurance products and administer policies across their full lifecycle.
• Adapt Salesforce to meet regulatory and operational needs in insurance and leasing.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of Salesforce Insurance tools and configurations.
• Guided exercises focused on product creation, claims workflows, and policy automation.

Course Customization Options

• To request a customized training for this course based on your insurance or leasing products, please contact us to arrange.

このインストラクター主導のライブトレーニング（オンラインまたはオンサイト）は、Salesforceを使用してリード、商談機会、アカウント、および顧客とのやり取りを管理し、成約率の向上と営業パフォーマンスの改善を目指す初級者から中級者の営業プロフェッショナル向けです。

このトレーニング終了時には、参加者は以下のことをできるようになります：

• Salesforce Sales Cloudインターフェースを自信を持ってナビゲートする。
• リード、連絡先、アカウント、および商談機会を管理する。
• Salesforceのツールを使用してワークフローを効率化し、パフォーマンスを追跡する。
• レポートとダッシュボードを利用して営業パイプラインの洞察を得る。

This instructor-led, live training in 日本 (online or onsite) is aimed at intermediate-level marketing analysts and professionals who wish to refresh and enhance their Pardot skills, focusing on advanced reporting, dashboards, and engagement strategies.

By the end of this training, participants will be able to:

• Optimize Pardot for advanced email marketing and engagement tactics.
• Master the creation and analysis of reports and dashboards.
• Enhance prospect assignment strategies and engagement programs.
• Leverage Pardot’s dynamic content and custom redirects for better campaign performance.

This instructor-led, live training in 日本 (online or onsite) is aimed at beginner-level sales professionals and administrators who wish to effectively use and manage Salesforce Sales Cloud and its administrative features.

By the end of this training, participants will be able to:

• Navigate and utilize Salesforce Sales Cloud effectively.
• Manage leads, accounts, contacts, opportunities, and cases.
• Generate reports and dashboards for sales insights.
• Implement automation and workflow rules in Salesforce.
• Customize security settings and manage user access.
• Integrate Salesforce with Power BI, Tableau, and other tools for real-time data analysis.

この講師主導の実践的なトレーニング（オンラインまたはオンサイト）は、中級レベルの開発者向けで、Salesforceマーケティングキャンペーンに特化した反応性と動的メールテンプレートを設計、開発、およびデプロイする方法を学ぶことを目指しています。

このトレーニングの終了時には、参加者は以下のことができるようになります：

• HTML5とCSS3を使用して、Salesforceエコシステム内のさまざまなデバイスやメールクライアントでパフォーマンスが最適化された反応性、アクセシビリティ、およびインタラクティブなメールテンプレートを設計し開発します。
• Salesforceデータを利用してパーソナライズされたメール体験を作成します。
• テスト、デプロイ、およびSalesforce内でのメールキャンペーンの分析を行い、分析結果に基づいて決定を下し、将来的なキャンペーンのパフォーマンスとエンゲージメントを向上させるための最適化を行います。

This instructor-led, live training in 日本 (online or onsite) is aimed at intermediate-level marketing professionals who wish to gain the skills and knowledge required to effectively use Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.

By the end of this training, participants will be able to:

• Understand the features, functionalities, and architecture of Salesforce Marketing Cloud.
• Learn how to create, manage, and optimize email, social, mobile, and advertising campaigns using Marketing Cloud.
• Manage data within Marketing Cloud, create segmented audiences, and utilize data for targeted marketing efforts.

In this instructor-led, live training in 日本 (online or onsite), participants will learn the architecture, design and operational features that make up Salesforce CPQ as they step through the set up, configuration and maintenance of a sample Salesforce CPQ installation.

このインストラクター主導の実践的なトレーニング（オンラインまたはオンサイト）は、Web デベロッパーが Salesforce 開発を使用してリアルタイムアプリケーションを作成することを目指しています。

このトレーニング終了時には、参加者は以下のことができるようになります：

• Apex 言語を使用してリアルタイムアプリケーションを構築する。
• Apex を使用してテストクラスを作成し、Salesforce でのコードカバレッジを向上させる。
• Apex を使用して REST と SOAP ウェブサービスを作成および利用する。

This instructor-led, live training in 日本 (online or onsite) is aimed at marketing staff, sales staff, and customer service representatives who wish to use set up, manage, and monitor Salesforce and its capabilities to serve their customers better.

By the end of this training, participants will be able to:

• Set up their Salesforce account to manage profile, track activities, customize views and layout, and personalize settings.
• Use Salesforce features and tools to attract, attain, and service existing and potential customers.
• Create reports and dashboards to generate useful analytics and insights for the business.

This instructor-led, live training in 日本 (online or onsite) is aimed at administrators who wish to use Salesforce Lightning to create web applications.

By the end of this training, participants will be able to:

• Build responsive applications with Salesforce Lightning.
• Develop applications with little to no code.
• Create a lightning application from scratch.