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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
  • Setting up and managing users
  • Security and data access controls
  • Object customizations
  • Data management
  • Automation
  • Support Process
  • Approval Process

Advanced Features

  • Automation
  • Real-time data analysis
  • Reporting
  • Dashboards (using Power BI or Tableau)
  • Key indicators
  • Connections to Power BI and other tools
  • Data quality assurance
  • Optional methodology

Summary and Next Steps

Requirements

  • A foundational grasp of CRM concepts
  • No previous experience with Salesforce is necessary

Target Audience

  • Sales professionals 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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