Dive Into Sales Cloud for Admins
Offered By: Salesforce via Trailhead
Course Description
Overview
Learn about core Sales Cloud features.
- Discover how accounts and contacts work together in Salesforce.
- Learn to power your sales process with leads and opportunities in Salesforce.
- Configure price books, templates, and contracts to help your sales reps sell products.
- Guide your reps during the sales process and make them more productive.
Syllabus
- Accounts and Contacts
- Store Information About Your Customers
- Understand Account and Contact Relationships
- Leads and Opportunities
- Use Leads to Track Potential Customers
- Work Your Opportunities
- Sell as a Team and Split the Credit
- Visualize Success with Path and Kanban
- Products, Quotes, & Contracts
- Create Price Books to Track Your Products
- Configure Quotes for Your Customers and Track Contracts
- Customize a Sales Path for Your Team
- Customize a Sales Path
- Customize Opportunity Stages
- Work with Opportunities in the Kanban View
Tags
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