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Keep shoppingSet Yourself Up For Success with Salesforce Skills
1,247 students
Set Yourself Up For Success with Salesforce Skills
Make Salesforce Work for You: Advance Your Career with Salesforce Efficiency
Created byRoxanne Fry
Last updated 6/2021
English
What you'll 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
Explore related topics
Course content
6 sections • 26 lectures • 1h 10m total length
Requirements
- A Salesforce user account
- Experience logging into the Salesforce platform
- Basic creating and editing permissions for Accounts, Contacts, Leads, Opportunities, Tasks, and Reports.
Description
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!
Who this course is 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.