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Course Outline
Introduction
Sales Cloud
- Standard Objects and Functions
- Campaign
- Lead
- Account & Contact
- Opportunity
- Case
- Chatter
- Mobile App
- AppExchange
- Reports and Dashboards
Administrative Training
- Organization-level settings
- User setup and management
- Security and data access control
- Object customizations
- Data management
- Automation
- Support Process
- Approval Process
Advanced Features
- Automation
- Real-time data analysis
- Reporting
- Dashboards (Power BI or Tableau)
- Key Performance Indicators (KPIs)
- Integrations with Power BI and other tools
- Data quality assurance
- Optional methodologies
Summary and Next Steps
Requirements
- Fundamental knowledge of CRM concepts
- Previous Salesforce experience is not required
Target Audience
- Sales professionals aiming to harness the power of Salesforce Sales Cloud
- Administrators tasked with managing Salesforce ecosystems
- Business analysts and CRM specialists
21 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 4800 € + VAT*
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Testimonials (1)
The way of interaction with students