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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

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