Discover Salesforce Essentials
Offered By: Salesforce via Trailhead
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
Tags
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