Set Yourself Up For Success with Salesforce Skills

Set Yourself Up For Success with Salesforce Skills, available at $39.99, has an average rating of 4.3, with 26 lectures, based on 334 reviews, and has 1064 subscribers.

You will learn about How standard objects work together in Salesforce to help sales professionals like you do their work more effectively How to identify your Salesforce pain points and brainstorm related solutions How to use Salesforce data to sell your skills How to customize the platform to align with (and enhance) your personal work style. How to create Email Templates and Quick Text snippets to increase your efficiency and impact How to leverage Tasks to enhance client engagement How to talk to your Salesforce Administrator about customizing your Home page, integrating your email and calendar with Salesforce, and rolling out new features This course is ideal for individuals who are Sales professionals with basic Salesforce experience who want to become more confident and efficient within the platform and leverage Salesforce skills to grow in their career. It is particularly useful for Sales professionals with basic Salesforce experience who want to become more confident and efficient within the platform and leverage Salesforce skills to grow in their career.

Enroll now: Set Yourself Up For Success with Salesforce Skills

Summary

Title: Set Yourself Up For Success with Salesforce Skills

Price: $39.99

Average Rating: 4.3

Number of Lectures: 26

Number of Published Lectures: 26

Number of Curriculum Items: 26

Number of Published Curriculum Objects: 26

Original Price: $22.99

Quality Status: approved

Status: Live

What You Will Learn

How standard objects work together in Salesforce to help sales professionals like you do their work more effectively
How to identify your Salesforce pain points and brainstorm related solutions
How to use Salesforce data to sell your skills
How to customize the platform to align with (and enhance) your personal work style.
How to create Email Templates and Quick Text snippets to increase your efficiency and impact
How to leverage Tasks to enhance client engagement
How to talk to your Salesforce Administrator about customizing your Home page, integrating your email and calendar with Salesforce, and rolling out new features

Who Should Attend

Sales professionals with basic Salesforce experience who want to become more confident and efficient within the platform and leverage Salesforce skills to grow in their career.

Target Audiences

Sales professionals with basic Salesforce experience who want to become more confident and efficient within the platform and leverage Salesforce skills to grow in their career.

Welcome to Set Yourself Up For Success with Salesforce Skills, where together we’ll make Salesforce work for you.

Are there actions that you take in Salesforce every week or every month that you wish could be automated?
Would you like to resolve your Salesforce pain points and wave your magic wand to make your work in the platform more productive?
Are you ready to find 3 full work weeks this year — 15 work days — by streamlining your Salesforce workflows and becoming more efficient?

Throughout this course, I’ll serve as your coach and strategic partner to take your Salesforce game to the next level. When you complete the course, you’ll have the knowledge and tools to:

Customize the primary Salesforce Objects to support and improve your workflows
Leverage the platform to more effectively engage and track your customers and prospects
Utilize best practices for working with your Salesforce administrator
Take your career to the next level by using Salesforce data to make your case for that promotion, new job, or other professional growth
And much more!

We’ll accomplish these goals through videos, screencasts, and even hands-on activities that we’ll walk through together so that you can put your knowledge to use right away. Let’s get started!

Course Curriculum

Chapter 1: Introduction

Lecture 1: Salesforce is not static

Lecture 2: Time is your greatest asset

Lecture 3: Activity: Pain points and magic wands

Chapter 2: Salesforce Overview and Customizations

Lecture 1: Accounts, contacts, leads, and opportunities

Lecture 2: Customize your user settings

Lecture 3: Customize your navigation bar

Lecture 4: Customize your home page

Lecture 5: Activity: Customize your navigation bar

Chapter 3: Deep Dive Into Standard Objects

Lecture 1: Accounts

Lecture 2: Contacts

Lecture 3: Leads

Lecture 4: Opportunities

Lecture 5: Activities and tasks

Lecture 6: Reports and dashboards

Lecture 7: Activity: Solutions to your pain points

Chapter 4: Productivity and Efficiencies

Lecture 1: Integrate your email and calendar with Salesforce

Lecture 2: Leverage list views

Lecture 3: Create email templates and "quick text" snippets

Lecture 4: Access data on the go

Lecture 5: Activity: Download the mobile app

Chapter 5: Prospect and Customer Engagement

Lecture 1: Send an email to a list of leads or contacts

Lecture 2: Leverage campaigns to track engagement

Lecture 3: Activity: Create and analyze a campaign

Chapter 6: Next Steps

Lecture 1: Use data to sell your skills

Lecture 2: Thank you!

Lecture 3: Welcome!

Instructors

Roxanne Fry
Salesforce Certified Administrator ★ Solutions strategist

Rating Distribution

1 stars: 0 votes
2 stars: 5 votes
3 stars: 42 votes
4 stars: 127 votes
5 stars: 160 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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