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In this course, you will learn:
- Discover how to use customer relationship management (CRM) software to expand your business.
- Discover how Salesforce's accounts and contacts operate together.
- Learn how to use Salesforce's leads and opportunities to power your sales process.
- Lightning Experience allows you to visualize crucial business indicators in real time.
Syllabus:
1. Salesforce CRM
- Get Started with Salesforce CRM
- Navigate Around
2. Accounts & Contacts for Lightning Experience
- Store Information About Your Customers
- Understand Account and Contact Relationships
3. Leads & Opportunities for Lightning Experience
- Create and Convert Leads as Potential Customers
- Work Your Opportunities
- Sell as a Team and Split the Credit
- Visualize Success with Path and Kanban
4. Reports & Dashboards for Lightning Experience
- Introduction to Reports and Dashboards in Lightning Experience
- Create Reports with the Report Builder
- Format Reports
- Visualize Your Data with the Lightning Dashboard Builder
- Extend Your Reporting Strategy with AppExchange
5. Chatter Administration for Lightning Experience
- Get Started with Chatter
- Work with Chatter Groups
- Enable Feed Tracking
- Approve Records from a Chatter Feed
- Develop a Rollout Strategy
