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Discover Salesforce Essentials

Offered By: Salesforce via Trailhead

Tags

Salesforce Courses Data Organization Courses Small Business Management Courses

Course Description

Overview

Learn how to use Essentials and why it's an ideal solution for your small business.
  • Learn how your business can benefit from this out-of-the-box CRM.
  • Discover how Essentials works and how it can help your small business grow.
  • Set up and navigate Essentials, and use tools for collaboration, selling, and reporting.
  • Explore how Service Cloud Essentials works and how it helps your small business.
  • Navigate Service Cloud Essentials and learn how to use the service console.

Syllabus

  • Salesforce Essentials for Small Business
    • Explore the Benefits of CRM for Small Businesses
    • Learn the Basics of Salesforce Essentials
  • Sales Essentials Basics
    • Understand Salesforce for Small Business
    • Organize Your Data with Essentials
    • Get More Done with Essentials
  • Sales Essentials Features
    • Find Your Way Around Essentials
    • Get Set Up for Success
    • Sell Better with Essentials
    • Collaborate Using Chatter
    • Track Your Goals and Be More Productive
  • Service Essentials Basics
    • Discover Key Terms and Customer Channels for Service
    • Get Started with Service Cloud Essentials
  • Service Essentials Features
    • Learn About Macros, Service Console, and Case Feed
    • Learn How to Use the Preconfigured Console

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