Learn CRM Fundamentals for Salesforce Classic
Offered By: Salesforce via Trailhead
Course Description
Overview
Understand Salesforce and learn how to navigate, customize, and manage basic CRM features.
- Discover strategies for assessing and improving the quality of your data in Salesforce.
- Build real-time reports and charts to visualize key business metrics.
- Develop a Chatter rollout strategy and help your users get started with enterprise social collaboration.
- Discover how Salesforce CPQ helps your sales team create quotes faster than ever before.
- Learn how the advanced features in Salesforce CPQ help optimize sales from lead to cash.
Syllabus
- Data Quality
- Get Started with Data Quality
- Assess the Quality of Data
- Improve Data Quality
- Reports & Dashboards for Salesforce Classic
- Introduction to Reports and Dashboards
- Create Reports with the Report Builder
- Format Reports
- Visualize Your Data with Dashboards and Charts
- Share, Schedule, and Subscribe to Reports and Dashboards
- Extend Your Reporting Strategy with the AppExchange
- Chatter Administration for Salesforce Classic
- Get Started with Chatter
- Enable Feed Tracking
- Create Publisher Actions
- Approve Records from the Feed
- Develop a Rollout Strategy
- Salesforce CPQ Basics
- Get Started with Salesforce CPQ
- Learn About Quotes
- Select Products
- Calculate Prices
- Generate PDF Quotes
- Manage Contracts and Renewals
- Salesforce CPQ Features
- Continue Your CPQ Journey
- Understand Product and Price Rules
- Understand Advanced Approvals and Advanced Order Management
- Discover How CPQ Treats Time
Tags
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