Kursusindhold

Begyndervejledning til Salesforce

1. Understanding CRMs Basics with Salesforce

Getting Started with CRM Problems Faced Without a CRM Salesforce Solutions CRM Overview

2. Getting Started Managing Leads in Salesforce

Navigating the Salesforce Interface Identifying Opportunities for EcoMarket Deliveries Adding and Managing Leads in Salesforce Understanding Leads, Contacts, Accounts, and Opportunities in Salesforce Importing Leads into Salesforce Custom Fields and Data Integrity in Salesforce

3. Closing Deals & Managing Opportunities in Salesforce

Salesforce Opportunity Stages Forecasting Categories in Salesforce How to Link Accounts & Manage Relationships in Salesforce Using Salesforce Price Books Optimizing Salesforce Dashboards & Task Management

4. Salesforce Customer Support & Case Management

Configuring the Salesforce Service Tab for Customer Support How to Set Up & Manage Cases in Salesforce Service Cloud Salesforce Knowledge Panel Optimizing Knowledge Panel for Efficient Case Management Advanced Features of Salesforce Knowledge Panel

5. Email Communications and Quick Texts in Salesforce

Mastering the Outreach Tab in Salesforce Email Introduction to Quick Texts in Salesforce How to Use Filters for Targeted Email Communications Advanced Email Segmentation & Filtering in Salesforce Automating Emails with Merge Mail in Salesforce

6. Salesforce Reporting & Analytics

Introduction to Reports and Analytics in Salesforce Navigating the Salesforce Analytics Interface Creating Your First Report in Salesforce How to Use Dashboards & Widgets for Data Visualization Building Your First Full Salesforce Dashboard Course Summary & Next Steps in Salesforce

Using Salesforce Price Books

In Salesforce, Price Books are powerful tools that help businesses manage pricing for their goods or services.

They're particularly useful for companies with structured pricing strategies or varying rates for different customer segments.

While EcoMarket Deliveries doesn't rely on these tools due to its fully customized pricing model, understanding Price Books can still be valuable if you encounter them in other contexts.

By understanding the role of Price Books, you'll be prepared to recognize their value when working with businesses that use structured pricing.

While not applicable to EcoMarket Deliveries, these tools are foundational for managing pricing across many industries.

1. In Salesforce, what is the purpose of a Price Book?

2. Which of the following businesses would not typically use Price Books?

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