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- Salesforce is not static
- Time is your greatest asset
- Activity: Pain points and magic wands
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
₹ 1,999
certificate availability
Yes
certificate providing authority
Udemy
The syllabus
Introduction
Salesforce Overview and Customizations
- Accounts, contacts, leads, and opportunities
- Customize your user settings
- Customize your navigation bar
- Customize your home page
- Activity: Customize your navigation bar
Deep Dive Into Standard Objects
- Accounts
- Contacts
- Leads
- Opportunities
- Activities and tasks
- Reports and dashboards
- Activity: Solutions to your pain points
Productivity and Efficiencies
- Integrate your email and calendar with Salesforce
- Leverage list views
- Create email templates and "quick text" snippets
- Access data on the go
- Activity: Download the mobile app
Prospect and Customer Engagement
- Send an email to a list of leads or contacts
- Leverage campaigns to track engagement
- Activity: Create and analyze a campaign
Next Steps
- Use data to sell your skills
- Thank you!
- Welcome!
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