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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
- Fundamental understanding of CRM concepts.
- Previous Salesforce experience is not required.
Audience
- Sales professionals aiming to utilize Salesforce Sales Cloud.
- Administrators tasked with managing Salesforce environments.
- Business analysts and CRM specialists.
21 Hours
Testimonials (1)
The way of interaction with students