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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
Administration Training
- Organization-level settings
- User setup and management
- Security and data access controls
- Object customizations
- Data management strategies
- Automation setup
- Support Process
- Approval Process
Advanced Capabilities
- Automation techniques
- Real-time data analysis
- Reporting methodologies
- Dashboard creation using Power BI or Tableau
- Key performance indicators
- Integrations with Power BI or external tools
- Data quality assurance
- Optional methodology discussions
Summary and Next Steps
Requirements
- Fundamental grasp of CRM principles
- No previous Salesforce experience is necessary
Target Audience
- Sales teams aiming to maximize the potential of Salesforce Sales Cloud
- Administrators tasked with overseeing Salesforce environments
- Business analysts and CRM specialists
21 Hours
Testimonials (1)
The way of interaction with students