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

Navigating the Salesforce Interface

Salesforce Versions

There's a very real possibility that your salesforce does not look like mine! This is because in 2024, Salesforce started depreciating older versions. Now, if you go to download salesforce, the old versions are entirely inaccessible.

So I'll be using Salesforce Lightning 2.0, is the most recent update as of 2024. This is the only layout you have access to if you create a new accounts and it will likely be around for a while. Even if we're both using Lightning 2.0, your Salesforce might still look different! Salesforce is highly configurable, meaning your employer or client might have customized the platform to suit their business needs. Features may be rearranged, hidden, or added, but the fundamentals remain the same.