Administering Sales and Marketing Applications in Salesforce
This course will teach you how to administer a Salesforce Sales Cloud organization starting from understanding which objects make up the Sales Cloud, to knowing the exact steps needed to configure and customize its features with success.
What you'll learn
Learning how to administer a Salesforce application is going to help you gain the skills that you need to get to the next level of your career. In this course, Administering Sales and Marketing Applications in Salesforce, you’ll learn to administer and maintain the Sales and Marketing features of a Salesforce Sales Cloud organization. First, you’ll discover the important objects that make up the Sales Cloud and their relationships with each other. Next, you’ll explore the Sales and Marketing features that enable your users to be more efficient and self-reliant in their day-to-day job. Finally, you’ll learn how to configure and customize each feature step-by-step, to match the way your company does business, with real-life examples to show you how real companies use Sales Cloud. When you’re finished with this course, you’ll have the skills and knowledge about Sales Cloud needed to administer your Sales Cloud organization with success, making your users’ lives easier.
Table of contents
- Understanding Lead and Opportunity Processes in Salesforce Sales Cloud 5m
- Demo: Configuring a Business Process in Salesforce Sales Cloud 8m
- Demo: Configuring Paths for Opportunities in Salesforce Sales Cloud 5m
- Understanding the Lead Conversion Process in Salesforce Sales Cloud 2m
- Demo: Configuring the Lead Conversion Process in Salesforce Sales Cloud 5m
- Creating Quotes from Opportunities in Salesforce Sales Cloud 3m
- Demo: Configuring Quotes in Salesforce Sales Cloud 9m