Workshops

At HTT, we offer a variety of different workshops with in-depth learning paths designed just for you. Need a refresher? Have new additions to your team that need specific training? Help increase your user adoption and return on investment with knowledged power users in the office.

4 Workshops Offered:

Reports and Dashboards

Learn how to leverage Salesforce Reports & Dashboards to present and analyze your Salesforce data.
  • Folders, permissions and sharing
  • Running and Modifying Reports
  • Creating New Reports with the Report Builder
  • Working with Report Filters
  • Summarizing with Formulas and Visual Summaries
  • Exporting and subscribing to Reports
  • Building Dashboards
  • Alternatives for viewing your data

This Course is Ideal for:

  • Any Salesforce User

Essentials License

Understand the benefits of Essentials for small business and what key features are available out-of-the-box for your org.
  • Setting up and navigating your org
  • Understanding the Data model – Objects, records, fields​
  • Accounts, Contacts, Leads & Opportunities​
  • Working on the go with the Mobile App
  • Increase collaboration with Chatter​
  • Get more done – Using Files, List Views and Activities​
  • Analyze data with Reports & Dashboards​
  • Using Cases to deliver exceptional customer experiences

This Course is Ideal for:

  • Any Salesforce User

*This course is for Essentials License holders, it is not for Professional Edition (PE) or Enterprise Edition (EE) holders.

Lightning Customizations

Use Salesforce’s declarative programming model to customize the Lightning Experience user interface without writing any code.
  • Creating Custom Objects and Fields
  • Create/Customize Lightning Apps
  • Making the most of List Views
  • Customizing Page Layouts
  • Custom Buttons
  • Creating Links and Editing Quick Actions

This Course is Ideal for:

  • Salesforce Admins
  • Department Power Users

Data Strategy

Learn how to use the #1 CRM tool to become a data-driven company.
  • Data modelling
  • Ensuring your data is clean
  • Understand Data relationships
  • Importing/Exporting Data
  • Mass updating/deleting
  • Analytics

This Course is Ideal for:

  • Salesforce Admins
  • Department Power Users