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- Introduction and My Bio
- Signing up for a Free Salesforce Account
- Signing In to Salesforce and Touring the User Interface - Getting Oriented
- Using The Salesforce Home Page - Search, Create New, Recycle, Calendar & Tasks
Quick Facts
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Medium of instructions
English
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Mode of learning
Self study
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Mode of Delivery
Video and Text Based
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Course and certificate fees
Fees information
₹ 2,299
certificate availability
Yes
certificate providing authority
Udemy
The syllabus
Introduction and Getting Started with Salesforce
Personalizing Salesforce
- Salesforce Personalization Introduction
- Setting Up Your 'My Profile' Page in Salesforce
- Using the My Settings Menu & Modifying Your Personal Information in Salesforce
- Customizing Your Display and Layout Settings in Salesforce
ATTRACT - Marketing Management, Automation, and Optimization in Salesforce
- Introduction to Marketing Management, Automation, and Optimization
- Lead Management in Salesforce
- Corresponding with Leads in Salesforce
- Lead Collaboration with Chatter
- Creating Campaigns in Salesforce
- Creating Target Lists in Salesforce by Adding Leads to a Campaign
- Executing Campaigns in Salesforce
- Tracking Campaign Responses in Salesforce
- Campaign Collaboration with Chatter
ATTAIN - Sales Management, Automation, and Optimization in Salesforce
- Sales Management, Automation, and Optimization Introduction
- Introducing and Understanding the Account Record in Salesforce
- Team-based Selling with Account Teams in Salesforce
- Corresponding with Accounts in Salesforce for Effective Account Management
- Account Collaboration with Chatter
- The Contact Record - a.k.a. The Record Formerly Known as a Lead
- Corresponding with Contacts in Salesforce
- Contact Collaboration with Chatter
- Understanding The Opportunity Record in Salesforce and Your Sales Process
- Contact Roles on Opportunities - Decision Makers, Influencers Buyers, & More
- Team Based Selling with Opportunity Teams in Salesforce
- Using Salesforce Content to Equip Sales Reps
- Assigning Influential Campaigns to Opportunities to Measure ROI
- Spring '17 Update - Displaying Campaign Influence Related List on Opportunities
- Opportunity Collaboration with Chatter
RETAIN - Servicing Your Contacts and Accounts With The Salesforce Service Cloud
- Introducing and Understanding the Case Record
- Service Cloud Introduction
- Creating, Managing and Closing Cases in Salesforce
- Introducing the Salesforce Service Console
- Working in Queues
- Case Automation in Salesforce
- Case Collaboration with Chatter
Monitoring and Analytics with Reports and Dashboards
- Common Types of Reports in Salesforce
- Creating Reports in Salesforce
- Customizing Reports and Creating Reports Folders in Salesforce
- Salesforce Report Scheduling and Automation
- Common Types of Dashboards and Their Components in Salesforce
- Creating Dashboards in Salesforce
- Customizing Dashboards in Salesforce
- Salesforce Dashboard Scheduling and Automation
Run Your Business From Your Phone with the Salesforce1 Mobile Application
- The Saleforce Mobile App Introduction (formerly 'Salesforce1')
- Touring the Salesforce Mobile User Interface, Navigation, and Global Actions
- Performing Common Marketing Actions in Salesforce1
- Performing Common Sales Functions in Salesforce1
- Performing Common Service Functions in Salesforce1
Salesforce Performance Enhancements and Productivity Hacks
- Helpful Productivity Tips for Salesforce Users
In Conclusion - Next Steps
- In Conclusion ... Thank You and Here's What's Next!
- Bonus: Free Courses and Coupons and Podcast
Instructors
Mr Mike Wheeler
Salesforce Trainer
Udemy
Mr Aaron Wheeler
Video Editor
Freelancer
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