Working with new technology can give your organization a competitive edge, but only if you know how to use it. With the right Salesforce training, you and your team can fully leverage the technology you use so you’re getting the most out of your digital platforms.
We offer comprehensive training that focuses on the entire lifecycle of your newly implemented technology so you can feel confident and empowered using your new product. Even if your system was previously implemented by another company, fusionSpan’s team offers the expertise you need to work through technological challenges.
Empower Your Team With fusionSpan
Thoroughly learning how a technology works increases the likelihood that a person will fully adopt it. Providing your team with the opportunity to learn your new technology is an essential piece to your success. With fusionSpan’s comprehensive approach to Salesforce training, your team can confidently move forward with your technology strategy to make the most out of the investment you’ve made in your new platform.
97.5% Of Public Training participants were satisfied with the training.
95%Of Public Training participants said they would apply what they learned.
Trainings We Offer
At fusionSpan, we offer the following types of training to empower your team so you can fully leverage the technology your organization thrives on:
AppCon PreCon: Mastering Fonteva Administration
Unlock the full potential of Fonteva with our exclusive in-person training event, AppCon PreCon: Mastering Fonteva Administration! Join us on March 4th, 2024, at our Rockville office from 8 am to 5 pm EST for a power-packed day of immersive learning designed to elevate your Salesforce/Fonteva administration skills. This course is tailored for both novice and seasoned administrators seeking to deepen their understanding of Salesforce/Fonteva. Tracks & Sessions include:
Beginner Admin Track:
- General Org Setup & User Management
- Company Info, Setting Up/Manage Users, App Manager, Object Manager
- Reports Training & Administration
- Creating a Report, Custom Report Types, Edit Report Layouts, Grant Report Access
Advanced Admin Track:
- Profiles & Permission Sets
- Licenses & Profiles, Permission Sets, Permission Set Groups, Fonteva Permission Sets/Check Security Wizard
- Fonteva Admin Topics
- Spark, System Logs, Scheduled Jobs, Community Sites, All Sites
March 4th, 2024 8:00 am – 5:00 pm
- Welcome Breakfast & Fonteva Roadmap – 8 am – 8:50 am
- Session Block A: Beginner or Advanced Track – 9 am – 11:30 am
- Lunch Break – 11:30 – 12:20 pm
- Session Block B: Beginner or Advanced Track – 12:30 pm – 3 pm
- Parking Lot, Ask the Experts, Happy Hour – 3 pm – 5 pm
System Administrator For Salesforce and Fonteva
In this course we focus on teaching our customers’ system administrators everything they need to know to successfully adopt and use their new system. We cover various Salesforce Administrator functionality that needs to be leveraged to properly administer the Salesforce/Fonteva Environment. With this course, designed especially for System Administrators, you’ll learn essential skills including:
- Customizing and administering Salesforce
- Managing users and profiles
- Controlling page layout
- Creating report types and controlling report access
- Using Sandbox
- Upgrading Fonteva
- Leveraging automation tools
Fonteva Accounting Training Course
In this course, we take a close look at the foundations of Accounting in Fonteva. This training is designed to provide your staff with everything they need to know to perform daily accounting operations in the Fonteva platform. This comprehensive, deep dive into accounting and Fonteva includes:
- Processing different types of orders
- Understanding created Sales Orders and Transactions
- Applying payments
- Processing refunds
- Canceling memberships
- Adjusting invoices
Tailored Post-Implementation System Training (End-User Training)
Set your team up for success by providing your end-users with the expertise they need to confidently use your new system. Ideal for new users and users looking to enhance their skills with Salesforce and Fonteva, this hands-on training is a great way to leverage your platforms and encourage staff to use your technology.
Whether you have an existing system you need help with, have brought in new staff, or have a need for a specific type of training not listed here, the fusionSpan training team wants to hear from you. We can provide the custom training you’ve been searching for, addressing your exact needs so you can find success in your technology platforms.
Upgrade Management Training
From productivity to marketing to collaboration, this training ensures your team is capable of completing necessary updates to keep your Salesforce connected to the other systems you need to keep your organization running at its best. Let fusionSpan’s training team help you update page layouts, increase adoption and ease of use, and identify areas for process improvement.
Standard Operating Procedure (SOP) and System Documentation
In addition to learning courses, our training team can also help you develop protocols, write SOPs, and create system documentation. Detailed written reports include screenshots, diagrams, and flow charts, so even complex systems can be easily understood and navigated by those who need to use it. Whether you’re going through a new implementation with fusionSpan or you’re looking to create an SOP or system documentation for an existing system, fusionSpan’s training team can guide you through the process and give you the finished product you need.
Why Choose fusionSpan ?
fusionSpan offers top-of-the-line training from our experts in the field. With fusionSpan training, you can expect:
- In-depth, complex information that’s presented in easy-to-understand language
- Personalized training courses that are tailored to your organization’s needs
- Certified trainers
- Available training sessions before, during, and post implementation
- Interactive training sessions for hands-on, practical experience, where trainers can address difficulties as they’re encountered
- Ability to leverage Managed Service Customer Support Hours for trainings
Our Training Team
Lynette Raudner is a Training Director with 15 years of experience in the...Read Bio
Marlene has almost a decade of experience in the Learning & Development...Read Bio
What Our Clients Are Saying
This was the best training I’ve ever attended. Lynette’s live demo was easy to follow and interactive. She fielded ad hoc questions extremely well and had all the answers we needed.
Business Systems Analyst, California Dental Association
I honestly loved this course, and I found it so much more valuable than similar options I’ve done in the past. Both of the instructors were incredibly kind, understanding, and relatable. They provided an exciting environment where everyone felt encouraged to share and partake.
Interested in learning more?
Contact fusionSpan to get started with Trainings today.