- Course
- Core Tech
Salesforce: Sales and Service Overview
This course will teach you the standard features for Salesforce’s sales and service clouds, as well as provide you ways Salesforce intends for organizations to use these features.
What you'll learn
It can be overwhelming to understand how Salesforce provides solutions for sales and service, especially in customized instances. In this course, Salesforce: Sales and Service Overview, you’ll learn the out-of-the-box features of the sales and service clouds for Salesforce. First, you’ll explore the standard features that come included, such as opening cases for support or logging opportunities for big deals. Next, you’ll discover how Salesforce intends for you to use sales cloud, going from the basics of lead management through to the creation of pricing or contracts. Finally, you’ll learn how Salesforce intends for service features to work, such as omnichannel routing and use of knowledge articles. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce sales and service needed to understand the basics before applying organizations’ custom features.
Table of contents
About the author
Scott is the director of Elega Corporation, which produces business applications and develops games. His development career was launched in the litigation support industry and has expanded to solar energy using Salesforce and its Apex programming language, Python, C#, and numerous kinds of integrated databases.