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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
- User setup and management
- Security and data access
- Customizing objects
- Data management
- Automation
- Support Process
- Approval Process
Advanced Features
- Automation
- Real-time data analysis
- Reporting
- Dashboard (Power BI or Tableau)
- Key Performance Indicators
- Connections with Power BI or other tools
- Data quality
- Optional methodologies
Summary and Next Steps
Requirements
- Fundamental knowledge of CRM concepts
- No previous Salesforce experience necessary
Target Audience
- Sales professionals aiming to harness the power of Salesforce Sales Cloud
- Administrators tasked with managing Salesforce environments
- Business analysts and CRM specialists
21 Hours
Testimonials (1)
The way of interaction with students