Udemy
Salesforce Lightning Admin concepts in Sales – Service Cloud
Salesforce Lightning Admin concepts in Sales – Service Cloud Free Tutorial Download
What you’ll learn
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You will be able to use the Salesforce Sales Cloud, Service Cloud and also perform various process automation techniques like Workflows & Process Builder
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You will also be able to use Salesforce Data Loader to load the data into Salesforce (Insert, Modify, Delete) as well as Extract data from Salesforce.
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If you need a discount, use coupon ‘SFADMIN518’ (Limited coupons available). Message me in LinkedIn if the coupon does not work.
Requirements
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I have tried to explain in as much detail as I can but, you need to have some basic Salesforce Administration Knowledge for taking this course.
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This course contains details about Sales Cloud, Service Cloud, Process Automation and Data Loader in Salesforce
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Please refer to my other course on Salesforce Lightning Administration Tutorial with Hands-On for basic concepts on Salesforce Administration Concepts in Lightning Environment.
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The first lecture in every section is free which will give you an idea of what will be thought in that section.
Description
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
- Topics to be covered in Sales Cloud:
- 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
- Topics to be covered in Service Cloud:
- Process Automation in Salesforce
- Workflows / Approval Process in Salesforce
- Process Builder in Salesforce
- Data Loader – Extracting / Inserting / Modifying / Deleting records in Salesforce.
Who this course is for:
- This course is designed for those of you who would like to learn Sales Cloud, Service Cloud, Process Automation and Data Loader concepts in Salesforce.
- This course is for beginners in Salesforce Lightning, this course is not for experienced Salesforce Lightning Administrators
- Please refer to my other course on Salesforce Lightning Administration Tutorial with Hands-On for basic concepts on Salesforce Administration Concepts in Lightning Environment.
- If you are interested in lightning component development concepts. Please have a look at my other course “Salesforce Lightning : Component Development with Hands-On” on Udemy
Download Salesforce Lightning Admin concepts in Sales – Service Cloud Free
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