Salesforce Admin Training Week 9 – Sales Cloud

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Salesforce Admin Training Week 9 (Version 1) – Sales Cloud

Following on from https://two21.co/training/salesforce-admin-training-week-8/.

 

EXAM TOPICS TO COVER

Sales and Marketing Applications: 12%
  • Given a scenario, identify the capabilities and implications of the sales process. (for example: sales process, opportunity, path, and forecast impact.)
  • Given a scenario, apply the appropriate sales productivity features using opportunity tools. (for example: dashboards, lead scoring, Einstein opportunity scoring, and home page assistant.)
  • Describe the capabilities of lead automation tools and campaign management. (for example: leads, lead convert, lead assignment rules, campaign and campaign members.)

 

Meeting topics

Sales Cloud
Leads & Web to Lead
Lead Assignment Rules
Contact Roles on Opportunities
Campaigns, Campaign Members and Campaign Hierarchy
Products, Pricebooks and Opportunities
Forecasting

 

TOPICS & LINKS

Trailhead module – Leads & Opportunities for Lightning Experience

Trailhead module – Products, Quotes, & Contracts

Trailhead module – Campaign Basics

Trailhead Project – Customize a Sales Path for Your Team

 

MEETING RECORDING