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
•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
•Process Automation in Salesforce
•Workflows / Approval Process in Salesforce
•Process Builder in Salesforce
•Data Loader – Extracting / Inserting / Modifying / Deleting records in Salesforce.
Vishal Saxena
4.3
★★★★★ 4.3/5
3,037 students