7 hours
Beginner
Available
Vishal Saxena
Best course to learn Salesforce Sales / Service Clouds, Process Automation&Data Loader concepts in Lightning Environment
This course is designed for beginners in Salesforce who would like to learn Sales & Service clouds of Salesforce (with all configuration), Process Automation & Data Loader in Sales / Service Clouds in Lightning Environment, for basic Admin Concepts please refer to my other course "Salesforce Lightning Administration Tutorial with Hands-On" in Udemy.
In this course you will learn:
What is Salesforce and Why has it become so popular?
Salesforce Sales Cloud
Topics to be covered in Sales Cloud:
Practical example of Sales process flow in Sales Cloud.
Leads
Import, Mass Delete, Mass Email, Add Leads to Campaign, List Views, Converting Leads.
AccountsContacts
Opportunities
Creating Email Templates / Sending Emails
Price Books
Products
Tasks / Events
Web-to-Lead
Lead Assignment Rules
Lead Queue
Auto Response Rules
Campaigns
Salesforce Service Cloud
Topics to be covered in Service Cloud:
Service Console
Service Setup
Queues
Assignment Rules
Escalation Rules
Auto-Response Rules
Web to Case
Email to Case
Creating / Publish Knowledge Articles
Attach Knowledge Articles to Cases
Process Automation in Salesforce
Workflows / Approval Process in Salesforce
Process Builder in Salesforce
Data Loader - Extracting / Inserting / Modifying / Deleting records in Salesforce.
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