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- Core Tech
Salesforce For Business Professionals
Salesforce is the backbone off customer relationships for many organizations. But knowing *what* Salesforce can do isn't the same as understanding *how* to use it effectively in your day-to-day work. This Skill Path, Salesforce for Business Professionals, helps you bridge that gap. In this Skill Path, you'll build confidence navigating Salesforce as a business professional. You'll learn how the platform works, how Sales and Service Cloud support your sales and customer service processes, and how to make smart use of Salesforce data, reports, and automations without needing to be an IT expert. By the end of this path, you'll have the essential skills to work confidently in Salesforce and contribute to better sales and customer experiences.
Content in this path
Salesforce Foundations
Get a clear understanding of what Salesforce is, how it works, and how it supports your organization's sales and service processes.
- Understand the core platform, key concepts, and the difference between Salesforce products
- Track sales opportunities, manage customer accounts, and create meaningful reports
- Support customers and follow up on cases using Service Cloud tools
- Recognize where automation and integrations can make your work easier
- Communicate effectively with your Salesforce Administrators to improve processes
- No prerequisites
- Project Management
- Customer Support
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