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Mastering Salesforce

Full course on Mastering Salesforce

Original price was: $2,500.00.Current price is: $2,100.00.

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Mastering Salesforce

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Description

  1. Introduction to Salesforce:
    • Overview of Salesforce and its cloud-based CRM platform
    • Understanding the role of Salesforce in sales, marketing, and customer service
    • Exploring the Salesforce ecosystem and available editions (Sales Cloud, Service Cloud, Marketing Cloud, etc.)
  2. Navigating the Salesforce Interface:
    • Tour of the Salesforce Lightning Experience interface
    • Understanding the Salesforce navigation bar, search functionality, and app launcher
    • Customizing the Salesforce layout and homepage for personalized user experience
  3. Managing Leads and Opportunities:
    • Creating and managing leads in Salesforce
    • Qualifying leads and converting them into opportunities
    • Tracking and managing sales opportunities through the sales pipeline
  4. Account and Contact Management:
    • Managing customer accounts and contacts in Salesforce
    • Creating and updating account records
    • Establishing relationships between accounts and contacts
  5. Sales Process Automation:
    • Automating repetitive sales tasks with Salesforce automation tools (Workflow Rules, Process Builder, Approval Processes)
    • Creating and managing sales automation workflows
    • Implementing sales automation best practices for increased efficiency and productivity
  6. Reporting and Dashboards:
    • Generating standard and custom reports to track sales performance
    • Creating dynamic dashboards to visualize key sales metrics and KPIs
    • Analyzing sales data to identify trends, opportunities, and areas for improvement
  7. Collaboration and Communication:
    • Utilizing Salesforce Chatter for real-time collaboration and communication
    • Setting up Chatter groups for team collaboration and knowledge sharing
    • Integrating email and calendar with Salesforce for seamless communication
  8. Customer Service and Support:
    • Overview of Salesforce Service Cloud for customer service and support management
    • Creating cases, managing service requests, and tracking customer interactions
    • Implementing service-level agreements (SLAs) and escalation rules for efficient case resolution
  9. AppExchange and Integrations:
    • Exploring the Salesforce AppExchange marketplace for third-party apps and integrations
    • Integrating Salesforce with other business applications (e.g., ERP systems, marketing automation platforms)
    • Installing and configuring Salesforce apps to extend platform functionality
  10. Salesforce Administration and Security:
    • Understanding Salesforce security model and access controls
    • Managing user profiles, roles, and permissions
    • Performing basic Salesforce administration tasks (user management, data management, customization)
  11. Best Practices and Use Cases:
    • Implementing best practices for using Salesforce in sales, marketing, and customer service
    • Exploring use cases and real-world examples of Salesforce implementations
    • Case studies and success stories of businesses leveraging Salesforce for growth and success.
  12. Final Project:
    • Applying the knowledge and skills acquired throughout the course to complete a final project
    • Designing and configuring a Salesforce solution tailored to specific business requirements
    • Presenting the final project to demonstrate proficiency in Salesforce usage.

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