Salesforce Administration: Sales and Marketing Applications

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Scott Lee

1:07:58

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1. Course Overview

1. Course Overview.mp4

01:37

2. Selling with Sales Cloud

1. Overview.mp4

01:52

2. Demo - Installing Course Examples.mp4

01:06

3. Managing and Converting Leads.mp4

02:52

4. Routing Leads to Sales Representatives.mp4

02:48

5. Demo - Leveraging Home Page Assistant.mp4

01:48

6. Demo - An Example Lead Conversion.mp4

04:02

7. Demo - Showing Sales Processes.mp4

04:45

8. Summary.mp4

01:44

3. Exploring Other Opportunity Details

1. Overview.mp4

00:55

2. Einstein Opportunity Scoring.mp4

04:26

3. Forecasting Opportunities.mp4

03:14

4. Demo - Setting up an Opportunity Forecast.mp4

04:38

5. Summary.mp4

01:28

4. Mastering Campaigns

1. Overview.mp4

00:57

2. Organizing Opportunities with Campaigns.mp4

03:32

3. Demo - Notifying Contacts on Campaign Leads.mp4

04:27

4. Utilizing Campaign Hierarchies.mp4

01:25

5. Demo - Setting up Campaign Structures.mp4

04:13

6. Summary.mp4

01:30

5. Reporting and Scoring

1. Overview.mp4

01:12

2. Staging the Scene for Sales Reporting.mp4

01:58

3. Demo - Creating Sales Reports and Dashboards.mp4

06:36

4. Considering Other Report Challenges.mp4

03:32

5. Summary.mp4

01:21

Description

Salesforce has many out-of-the-box tools for its functionality as a customer relationship management (CRM) system. This course will teach you how to manage leads, enter and track opportunities, utilize Chatter, and work with campaigns.

What You'll Learn?

Salesforce has many out-of-the-box tools for tracking leads, sales, and running campaigns. In this course, Salesforce Administration: Sales and Marketing Applications, you’ll learn to leverage sales and marketing functionality on the Salesforce platform. First, you’ll explore leads and opportunities for tracking sales. Next, you’ll discover campaigns for better organization of sales activity and communicating with contacts. Finally, you’ll learn how to utilize Chatter and reports for better understanding of sales and marketing activity. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce sales and marketing functionality needed to support out-of-the-box Salesforce platform implementations.

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Salesforce

Scott Lee

Instructor's Courses

Scott is the CEO of Elega Corporation, a videogame developer and educational content creator, and a Salesforce architect in the energy industry. He has produced business applications as a professional programmer for a decade across industries including litigation support, renewable energy, and natural gas using programming languages such as Python, Rust, C#, and database technologies. Under Elega Corporation, Scott is the lead designer and programmer on their city management game, Kalling Kingdom, first released in 2019. His formal education is in behavioral science with a BS in psychology and sociology from the University of Houston.

Pluralsight

View courses Pluralsight

Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.