Enterprise CRM Training

CRM Training 

Canvas Courses 

Self-paced training courses are available in Canvas for all Enterprise CRM core functionality. 

• Introduction to the IU CRM 

• Contacts, Accounts, Unit and Unit Organization Relationships in IU CRM 

• Cases in the IU CRM 

• Campaigns in the IU CRM 

• Convergence Cloud in the IU CRM 

• List Views, Reports & Dashboards in the IU CRM 

Live Training 

The Enterprise CRM team will provide live training via Microsoft Teams for units interested in a hands-on overview of the Enterprise CRM platform. Live trainings cover CRM access and navigation, interaction management with Cases, event and list management with Campaigns, Salesforce Reports and Dashboards, Convergence Cloud and more. Training can be tailored to the unit’s needs. To request a live training session, contact iucrmba@iu.edu. 

Marketing Cloud Training 

Canvas Courses 

• Marketing Cloud User Guide 

• Marketing Cloud Approvals 

Live Training

The Enterprise CRM team hosts live Marketing Cloud training via Microsoft Teams weekly. Attendance at one live training session is required for access to send emails out of Salesforce Marketing Cloud. These sessions cover subscriber management, creating send classifications, building and testing emails, and sending emails.  

Live Training Schedule: Tuesdays and Thursdays 

Format: Virtual (Microsoft Teams) 

Registration: Marketing Cloud Training 

If the available dates/times don’t work for you or your unit, contact iucrmba@iu.edu to schedule an individual training session. Additional training focused on send analytics and approvals is available upon request. 

New Unit Adoptions 

Units adopting the Enterprise CRM receive tailored, unit-specific training as part of the onboarding process. 

For more information on adopting the Enterprise CRM, see https://crm.iu.edu/adopt/adoption-request.html or contact iucrmba@iu.edu.  

Salesforce Help and Trailhead Disclaimer 

Salesforce documentation and Trailhead guided trainings are helpful for learning general Salesforce platform concepts, however, please note: 

• Salesforce content does not reflect Indiana University’s customized Enterprise CRM platform 

• Standard Salesforce functionality may be applied differently in the Enterprise CRM platform than other Salesforce environments 

• Salesforce documentation and Trailhead content may be used as supplemental learning only 

• For best practices and instructions on using the platform, always refer to IU Enterprise CRM documentation