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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
Admin Training
- Organization level settings
- Set up and managing users
- Security and data access
- Object customizations
- Managing data
- Automation
- Support Process
- Approval Process
Advanced Features
- Automation
- Data analysis in real time
- Reporting
- Dashboard (Power BI or Tableau)
- Indicators
- Connections with Power BI or other tools
- Data quality
- Optional methodology
Summary and Next Steps
Requirements
- Basic understanding of CRM concepts
- No prior Salesforce experience required
Audience
- Sales professionals looking to leverage Salesforce Sales Cloud
- Administrators responsible for managing Salesforce environments
- Business analysts and CRM specialists
21 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from €6840 online delivery, based on a group of 2 delegates, €2160 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
Please see our public courses
Testimonials (1)
The way of interaction with students
