Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
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
Testimonials (1)
The way of interaction with students