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Audio & Reference Manual

Salesforce® Tips and Strategies You Didn't Know Existed

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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

List Views

Email Templates

The Power of Reports

Creating Dashboards

Using Custom Rules for Automation

Using Exception Reports to Unveil Hidden Opportunities

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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Audio & Reference Manual

No credit available.

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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Cindi Wood

Luv to Learn, Inc.

  • Project management/training manager/learning consultant with Luv to Learn, Inc.
  • Contract for large financial, private industry and not-for-profit institutions, as a learning consultant/trainer
  • Duties included developing 33 Learning solutions, assigned and delivered several system trainings
  • SFDC master trainer- conducted classroom and 1:1 floor support. *Virtual classes: "Salesforce for Sales Reps", "Reports and Dashboards"
  • Instrumental with the launch of 2 large Government mandated initiatives
  • Level 1 associate satisfaction scores trending positively—overall satisfaction top 2 box indicates between 90%- 96% integrity and accuracy of all reports (completions, vacancy and customized views)
  • Independent contractor who has worked with medical and nonprofit industry with training and development of learning programs with facilitation
  • Facilitated training for more than 50,000 associates both virtual and instructor led
  • Performed and excelled in all aspects of facilitating business practices
  • Facilitated systems and process for all types of modifications including but not limited to FannieMae/FredddieMac/FHA/VA/SFO/HFI/Multi-Lien
  • Worked with all roles and responsibility teaching new software, systems and corporate culture
  • Project management for loan modification and bankruptcy lines of business
  • Consultant to the line of business for implementation of learning program, cost effectiveness and return on investment
  • Applied Six Sigma methodologies. Facilitation for all other fields including medical, financial and leadership
  • Associate degree, Keiser University, Fort Lauderdale Florida
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More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

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Product ID: 400370
Published 2017
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Available in Multiple Formats

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