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Duration 21 hours
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 configurations
- User setup and administration
- Security and data access management
- Object customization
- Data management
- Automation
- Support Process
- Approval Process
Advanced Features
- Automation
- Real-time data analysis
- Reporting
- Dashboard (Power BI or Tableau)
- Indicators
- Integrations with Power BI or other tools
- Data quality
- Optional methodologies
Summary and Future Directions
Requirements
- A fundamental grasp of CRM principles
- Previous experience with Salesforce is not a prerequisite
Intended Audience
- Sales representatives aiming to maximize the potential of Salesforce Sales Cloud
- Administrators tasked with overseeing Salesforce environments
- Business analysts and CRM specialists
Testimonials (1)
The way of interaction with students