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

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

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

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.