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    Set Yourself Up For Success with Salesforce Skills

    BY
    Udemy

    Brochure Enquire
    Mode

    Online

    Fees

    ₹ 1999

    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
    ₹ 1,999
    certificate availability

    Yes

    certificate providing authority

    Udemy

    The syllabus

    Introduction

    • Salesforce is not static
    • Time is your greatest asset
    • Activity: Pain points and magic wands

    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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