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CRM01: Salesforce CRM and Business Intelligence
Training Session 2
Presented by: Oyinua Fumudoh BanigoVersion 1.0
2
Our Agenda for Day 2
CRM Core Sales Features & Lightning experience
Lead Management
Account & Contact Management
Opportunity, Products & Quote Management
Activity Management
3Learning Objectives
Understand Sales Cloud essentials
Learn how to set up your choice of the following objects:
Leads
Opportunities
Activities
Accounts and Contacts
• Learn where to find resources for setting up objects
4Sales Cloud Essentials
5Sales Cloud Essentials
6Sales Cloud Essentials
7Sales Cloud Essentials
8Sales Cloud Essentials
9Sales Cloud Essentials
10Sales Cloud Essentials
11Core Sales FeaturesManage the basics: the people that you sell to, the products and services that you offer, and more.
Accounts
Contacts
Leads
Campaigns
Opportunities
Products and Price Books
Contracts
Social Network Integration
Enterprise Territory Management
Collaborative Forecasts
Data.com
12Sales Productivity FeaturesEnhance your Salesforce experience by tracking events, communicating to customers via email, and
more. Home
Notes
Activities
Events and Calendars
Tasks
Salesforce Email
Microsoft® Email Integration for Office 365™
Work.com
13ResourcesSalesforce Documentation Library Marketing Cloud Documentation
Salesforce certification