Salesforce Lightning Admin concepts in Sales / Service Cloud

Salesforce Lightning Admin concepts in Sales / Service Cloud, available at $19.99, has an average rating of 3.4, with 15 lectures, based on 25 reviews, and has 121 subscribers.

You will learn about You will be able to use the Salesforce Sales Cloud, Service Cloud You will also be able to use Salesforce Data Loader to load the data into Salesforce (Insert, Modify, Delete). Extract data from Salesforce. Perform various process automation techniques like Workflows & Process Builder This course is ideal for individuals who are This course is designed for those of you who would like to learn Sales Cloud, Service Cloud, Process Automation and Data Loader concepts in Salesforce. or This course is for beginners in Salesforce Lightning, this course is not for experienced Salesforce Lightning Administrators or Please refer to my other course on Salesforce Lightning Administration Tutorial with Hands-On for basic concepts on Salesforce Administration Concepts in Lightning Environment. or If you are interested in lightning component development concepts. Please have a look at my other course "Salesforce Lightning : Component Development with Hands-On" on Udemy It is particularly useful for This course is designed for those of you who would like to learn Sales Cloud, Service Cloud, Process Automation and Data Loader concepts in Salesforce. or This course is for beginners in Salesforce Lightning, this course is not for experienced Salesforce Lightning Administrators or Please refer to my other course on Salesforce Lightning Administration Tutorial with Hands-On for basic concepts on Salesforce Administration Concepts in Lightning Environment. or If you are interested in lightning component development concepts. Please have a look at my other course "Salesforce Lightning : Component Development with Hands-On" on Udemy.

Enroll now: Salesforce Lightning Admin concepts in Sales / Service Cloud

Summary

Title: Salesforce Lightning Admin concepts in Sales / Service Cloud

Price: $19.99

Average Rating: 3.4

Number of Lectures: 15

Number of Published Lectures: 15

Number of Curriculum Items: 15

Number of Published Curriculum Objects: 15

Original Price: $29.99

Quality Status: approved

Status: Live

What You Will Learn

You will be able to use the Salesforce Sales Cloud, Service Cloud
You will also be able to use Salesforce Data Loader to load the data into Salesforce (Insert, Modify, Delete).
Extract data from Salesforce.
Perform various process automation techniques like Workflows & Process Builder

Who Should Attend

This course is designed for those of you who would like to learn Sales Cloud, Service Cloud, Process Automation and Data Loader concepts in Salesforce.
This course is for beginners in Salesforce Lightning, this course is not for experienced Salesforce Lightning Administrators
Please refer to my other course on Salesforce Lightning Administration Tutorial with Hands-On for basic concepts on Salesforce Administration Concepts in Lightning Environment.
If you are interested in lightning component development concepts. Please have a look at my other course "Salesforce Lightning : Component Development with Hands-On" on Udemy

Target Audiences

This course is designed for those of you who would like to learn Sales Cloud, Service Cloud, Process Automation and Data Loader concepts in Salesforce.
This course is for beginners in Salesforce Lightning, this course is not for experienced Salesforce Lightning Administrators
Please refer to my other course on Salesforce Lightning Administration Tutorial with Hands-On for basic concepts on Salesforce Administration Concepts in Lightning Environment.
If you are interested in lightning component development concepts. Please have a look at my other course "Salesforce Lightning : Component Development with Hands-On" on Udemy

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
1. Topics to be covered in Sales Cloud:
  1. Practical example of Sales process flow in Sales Cloud.
  2. Leads
    1. Import, Mass Delete, Mass Email, Add Leads to Campaign, List Views, Converting Leads.
  3. AccountsContacts
  4. Opportunities
  5. Creating Email Templates / Sending Emails
  6. Price Books
  7. Products
  8. Tasks / Events
  9. Web-to-Lead
  10. Lead Assignment Rules
  11. Lead Queue
  12. Auto Response Rules
  13. Campaigns
Salesforce Service Cloud
1. Topics to be covered in Service Cloud:
  1. Service Console
  2. Service Setup
  3. Queues
  4. Assignment Rules
  5. Escalation Rules
  6. Auto-Response Rules
  7. Web to Case
  8. Email to Case
  9. Creating / Publish Knowledge Articles
  10. Attach Knowledge Articles to Cases
Process Automation in Salesforce
1. Workflows / Approval Process in Salesforce
2. Process Builder in Salesforce
Data Loader – Extracting / Inserting / Modifying / Deleting records in Salesforce.

Course Curriculum

Chapter 1: Introduction & Setup

Lecture 1: Salesforce (What, Why, Who)?

Lecture 2: Creating your own Developer Org

Lecture 3: Create and Enable Custom Domain

Lecture 4: Create your own namespace

Chapter 2: Salesforce Sales Cloud

Lecture 1: Introduction to Sales Cloud

Lecture 2: Example Scenario in Sales Cloud Part 1

Lecture 3: Example Scenario in Sales Cloud Part 2

Chapter 3: Salesforce Service Cloud

Lecture 1: Introduction to Service Cloud

Lecture 2: Example Scenario in Service Cloud

Chapter 4: Process Automation in Salesforce

Lecture 1: Workflow / Process Builder – Scenario to be Developed

Lecture 2: Salesforce Workflow / Approval Process – Practical Example

Lecture 3: Process Builder – Practical Example

Chapter 5: Data Management in Salesforce

Lecture 1: Scenario to be Developed

Lecture 2: Practical Example of using Data Import / Export Wizard

Lecture 3: Practical Example of using Data Loader (Insert, Update, Delete & Extract Data)

Instructors

Vishal Saxena
Techno-Functional Architect at MNC

Rating Distribution

1 stars: 2 votes
2 stars: 3 votes
3 stars: 8 votes
4 stars: 4 votes
5 stars: 8 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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