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SalesForce CRM - A Complete Guide

BY
Udemy

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Mode

Online

Fees

₹ 449 3499

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study
Mode of Delivery Video and Text Based

Course and certificate fees

Fees information
₹ 449  ₹3,499
certificate availability

Yes

certificate providing authority

Udemy

The syllabus

Introduction

  • Introduction to Salesforce CRM
  • Features of CRM

Overview

  • Overview of Salesforce
  • Get More Leads

Pricing and Activation

  • Pricing of Salesforce
  • Salesforce Activation

User Interface

  • User Interface
  • User Interface Continues
  • Changing Hope Layouts
  • System Status
  • Set Up Assistant
  • Object Manager
  • Setup Profile
  • Creating Role Hierarchy
  • Sample User Setup
  • Configure States and Countries
  • All Maching Rules
  • Company Information

Products and Leads

  • Custom Tabs
  • Leads and Accounts
  • Creating Leads
  • Creating Account
  • Convert Lead
  • Other Contact Options

Opportunities

  • Salesforce Opportunities
  • Salesforce Opportunities Continues
  • Salesforce Price Books
  • Salesforce Orders

Contracts and Assets

  • Salesforce Contracts
  • Adding Contract Item
  • Salesforce Assets
  • Creating Assets

Campaigns

  • Salesforce Campaigns
  • Salesforce Campaigns Continues
  • Salesforce Tasks and Notes
  • Salesforce Cases

Dashboard,Reports,Forecasts

  • Salesforce Dashboard
  • Reports and Forecasts

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