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    Complete Salesforce Classic and Mobile New User Training

    BY
    Udemy

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    Mode

    Online

    Fees

    ₹ 2299

    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
    ₹ 2,299
    certificate availability

    Yes

    certificate providing authority

    Udemy

    The syllabus

    Introduction and Getting Started with Salesforce

    • Introduction and My Bio
    • Signing up for a Free Salesforce Account
    • Signing In to Salesforce and Touring the User Interface - Getting Oriented
    • Using The Salesforce Home Page - Search, Create New, Recycle, Calendar & Tasks

    Personalizing Salesforce

    • Salesforce Personalization Introduction
    • Setting Up Your 'My Profile' Page in Salesforce
    • Using the My Settings Menu & Modifying Your Personal Information in Salesforce
    • Customizing Your Display and Layout Settings in Salesforce

    ATTRACT - Marketing Management, Automation, and Optimization in Salesforce

    • Introduction to Marketing Management, Automation, and Optimization
    • Lead Management in Salesforce
    • Corresponding with Leads in Salesforce
    • Lead Collaboration with Chatter
    • Creating Campaigns in Salesforce
    • Creating Target Lists in Salesforce by Adding Leads to a Campaign
    • Executing Campaigns in Salesforce
    • Tracking Campaign Responses in Salesforce
    • Campaign Collaboration with Chatter

    ATTAIN - Sales Management, Automation, and Optimization in Salesforce

    • Sales Management, Automation, and Optimization Introduction
    • Introducing and Understanding the Account Record in Salesforce
    • Team-based Selling with Account Teams in Salesforce
    • Corresponding with Accounts in Salesforce for Effective Account Management
    • Account Collaboration with Chatter
    • The Contact Record - a.k.a. The Record Formerly Known as a Lead
    • Corresponding with Contacts in Salesforce
    • Contact Collaboration with Chatter
    • Understanding The Opportunity Record in Salesforce and Your Sales Process
    • Contact Roles on Opportunities - Decision Makers, Influencers Buyers, & More
    • Team Based Selling with Opportunity Teams in Salesforce
    • Using Salesforce Content to Equip Sales Reps
    • Assigning Influential Campaigns to Opportunities to Measure ROI
    • Spring '17 Update - Displaying Campaign Influence Related List on Opportunities
    • Opportunity Collaboration with Chatter

    RETAIN - Servicing Your Contacts and Accounts With The Salesforce Service Cloud

    • Introducing and Understanding the Case Record
    • Service Cloud Introduction
    • Creating, Managing and Closing Cases in Salesforce
    • Introducing the Salesforce Service Console
    • Working in Queues
    • Case Automation in Salesforce
    • Case Collaboration with Chatter

    Monitoring and Analytics with Reports and Dashboards

    • Common Types of Reports in Salesforce
    • Creating Reports in Salesforce
    • Customizing Reports and Creating Reports Folders in Salesforce
    • Salesforce Report Scheduling and Automation
    • Common Types of Dashboards and Their Components in Salesforce
    • Creating Dashboards in Salesforce
    • Customizing Dashboards in Salesforce
    • Salesforce Dashboard Scheduling and Automation

    Run Your Business From Your Phone with the Salesforce1 Mobile Application

    • The Saleforce Mobile App Introduction (formerly 'Salesforce1')
    • Touring the Salesforce Mobile User Interface, Navigation, and Global Actions
    • Performing Common Marketing Actions in Salesforce1
    • Performing Common Sales Functions in Salesforce1
    • Performing Common Service Functions in Salesforce1

    Salesforce Performance Enhancements and Productivity Hacks

    • Helpful Productivity Tips for Salesforce Users

    In Conclusion - Next Steps

    • In Conclusion ... Thank You and Here's What's Next!
    • Bonus: Free Courses and Coupons and Podcast

    Instructors

    Mr Mike Wheeler

    Mr Mike Wheeler
    Salesforce Trainer
    Udemy

    Mr Aaron Wheeler

    Mr Aaron Wheeler
    Video Editor
    Freelancer

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