training course outline - fyb sales2cm

1
Topics This training course will cover the following within Sales2CM: Navigating Sales2CM Configure the Sales2CM connector to save information from Salesforce into Content Manager Define the Folder structure to be generated in Content Manger Capture Accounts and Contacts from Salesforce into Content Manager as Locations Overview This training course provides attendees with an understanding of how FYB’s Sales2CM can be used to archive information from Salesforce into Content Manager. Attendees will learn how to configure Sales2CM to capture information from a Salesforce Account, Contact or Push Topic Channel into Content Manager. TO BOOK NOW CLICK HERE OR CALL 1800 392 392 Course Duration 1 ½ hours Delivery Mode Instructor led Hands-on Training Session Remote Training Session Pre-Requisites Content Manager Introduction and Intermediate Content Manager Advanced Audience Suitable for Content Manager and Salesforce Administrators responsible for the management of information. TRAINING COURSE OUTLINE: FYB SALES2CM 1800 392 392 | [email protected] | www.fyb.com.au Delivering the best Information Governance, Systems and Solutions to our customers.

Upload: others

Post on 08-Apr-2022

4 views

Category:

Documents


0 download

TRANSCRIPT

TopicsThis training course will cover the following within Sales2CM:

Navigating Sales2CMCon�gure the Sales2CM connector to save information from Salesforce into Content ManagerDe�ne the Folder structure to be generated in Content MangerCapture Accounts and Contacts from Salesforce into Content Manager as Locations

OverviewThis training course provides attendees with an understanding of how FYB’s Sales2CM can be used to archive information from Salesforce into Content Manager.Attendees will learn how to con�gure Sales2CM to capture information from a Salesforce Account, Contact or Push Topic Channel into Content Manager.

TO BOOK NOW CLICK HERE OR CALL 1800 392 392

Course Duration1 ½ hours

Delivery ModeInstructor ledHands-on Training SessionRemote Training Session

Pre-RequisitesContent Manager Introduction and IntermediateContent Manager Advanced

AudienceSuitable for Content Manager and Salesforce Administrators responsible for the management of information.

TRAINING COURSE OUTLINE:

FYB SALES2CM

1800 392 392 | [email protected] | www.fyb.com.au

Delivering the best Information Governance,Systems and Solutions to our customers.