--0000000000000577ce062bb3388f Content-Type: multipart/alternative; boundary="0000000000000577cd062bb3388e" --0000000000000577cd062bb3388e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Will - Happy to help. What is the name of the team member needing training in Salesforce? I will add them to the live sessions for next week. Below are instructions on how to complete the salesforce (3) courses prior to the 3, 30min salesforce trainings. By navigating to the Learning Portal. Image below of the company provided bookmarks on the top left of our screens, then once signed in, hitting View Catalog, Search Salesforce, and there will be a " I, II, III " course. They will complete all 3 and complete the actions asked of them within the courses to be completed in the real salesforce platform. Any questions or concerns in completing this please let me know! [image: image.png] Jackie Summers Director of Sales Operations 951-675-0413 TheKey.com [image: TheKey] On Tue, Jan 14, 2025 at 1:15=E2=80=AFPM Ashley Mirone = wrote: > Hi Will > > Looping in +Renee Drobek here who oversees our > SF team is good contact to have but I think we can help team members acce= ss > the training we have available through our HCL training program. Renne/SF > team has weekly SF open offices hours as well - I believe on Thirsdays bu= t > i'll let her confirm that detail for you. > > Looping in +Jackie Summers here who can provide the > dates for those SF trainings as well as other SF LMS courses. > > Let me know if you have any questions. > > Ashley Mirone > SVP of Business Development > *Please note my email has changed:* > amirone@TheKey.com > Direct: (310) 755-9669 > TheKey.com > [image: TheKey] > > > On Tue, Jan 14, 2025 at 1:09=E2=80=AFPM Will Reid wrot= e: > >> Ashley/Tim, >> I reached out to Julia Jenkins on Jan 10 to see if she would be the >> person who could show me and a few others how to document sales activiti= es >> in Salesforce. I asked her again today but have not received an answer. = She >> must be tied up (she has always been very responsive). Who else can I >> contact? My goal is to have my Hybrid and any others calling on referral >> sources document all activity as an HCL would. I've covered most of it b= ut >> there are a few areas we could use some assistance with. >> >> Thanks, >> >> Will Reid >> Partner >> * Please note my email has changed: * >> wreid@thekey.com >> 513-707-2304 >> TheKey.com >> [image: TheKey] >> > --0000000000000577cd062bb3388e Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Will -=C2=A0 Happy to hel= p. What is the name of the team member needing training in Salesforce? I wi= ll add them to the live sessions for next week.=C2=A0 Below are i= nstructions on how to complete the salesforce (3) courses=C2=A0prior to the= 3,=C2=A0 30min salesforce trainings.=C2=A0 By navigating to the = Learning Portal. Image below of the company provided bookmarks on the top l