Crm01 day 2 - salesforce crm and business intelligence training v0.1

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CRM01: Salesforce CRM and Business Intelligence Training

CRM01: Salesforce CRM and Business Intelligence Training Session 2Presented by: Oyinua Fumudoh BanigoVersion 1.0


Our Agenda for Day 2CRM Core Sales Features & Lightning experience2

Lead ManagementAccount & Contact ManagementOpportunity, Products & Quote Management

Activity Management

3Learning ObjectivesUnderstand 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.

AccountsContactsLeadsCampaignsOpportunitiesProducts and Price BooksContractsSocial Network IntegrationEnterprise Territory ManagementCollaborative

12Sales Productivity FeaturesEnhance your Salesforce experience by tracking events, communicating to customers via email, and more.HomeNotesActivitiesEvents and CalendarsTasksSalesforce EmailMicrosoft Email Integration for Office

13ResourcesSalesforce Documentation LibraryMarketing Cloud Documentation

Salesforce certification