Course Outline

Introduction

Sales Cloud

  • Standard Objects and Functions
    • Campaign
    • Lead
    • Account & Contact
    • Opportunity
    • Case
    • Chatter
    • Mobile App
    • AppExchange
  • Reports and Dashboards

Admin Training

  • Organization level settings
  • Set up and managing users
  • Security and data access
  • Object customizations
  • Managing data
  • Automation
  • Support Process
  • Approval Process

Advanced Features

  • Automation
  • Data analysis in real time
  • Reporting
  • Dashboard (Power BI or Tableau)
  • Indicators
  • Connections with Power BI or other tools
  • Data quality
  • Optional methodology

Summary and Next Steps

Requirements

  • Basic understanding of CRM concepts
  • No prior Salesforce experience required

Audience

  • Sales professionals looking to leverage Salesforce Sales Cloud
  • Administrators responsible for managing Salesforce environments
  • Business analysts and CRM specialists
 21 Hours

Number of participants


Price per participant

Testimonials (1)

Provisional Upcoming Courses (Require 5+ participants)

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