Training and Information
The 1-hour information session will prepare CRM Phase 1 users for the upcoming transition to the system. The session covers:
- what a CRM system is and what it will deliver,
- why SFU has chosen to implement a CRM, and
- how we will support your departments throughout this transition.
It is also an opportunity for users to ask any general questions they may have about the system, before receiving formal training.
This session will demostrate the various modules of the system to CRM Phase 1 users by walking users through different scenarios, detailing when and how users may interact with the CRM system.
Pre-Training Salesforce Overview
This self-study overview provides staff with an understanding of the benefits, notable features, and navigation of Salesforce. This overview is a prerequisite to in-lab training.
Once you have completed training, please click below and browse the self study material, presentations, and job aides.