Crm01 day 2 - salesforce crm and business intelligence training v0.1
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Transcript of Crm01 day 2 - salesforce crm and business intelligence training v0.1
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CRM01: Salesforce CRM and Business Intelligence
Training Session 2
Presented by: Oyinua Fumudoh BanigoVersion 1.0
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2
Our Agenda for Day 2
CRM Core Sales Features & Lightning experience
Lead Management
Account & Contact Management
Opportunity, Products & Quote Management
Activity Management
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3Learning Objectives
Understand Sales Cloud essentials
Learn how to set up your choice of the following objects:
Leads
Opportunities
Activities
Accounts and Contacts
• Learn where to find resources for setting up objects
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4Sales Cloud Essentials
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5Sales Cloud Essentials
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6Sales Cloud Essentials
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7Sales Cloud Essentials
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8Sales Cloud Essentials
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9Sales Cloud Essentials
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10Sales Cloud Essentials
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11Core Sales FeaturesManage the basics: the people that you sell to, the products and services that you offer, and more.
Accounts
Contacts
Leads
Campaigns
Opportunities
Products and Price Books
Contracts
Social Network Integration
Enterprise Territory Management
Collaborative Forecasts
Data.com
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12Sales Productivity FeaturesEnhance your Salesforce experience by tracking events, communicating to customers via email, and
more. Home
Notes
Activities
Events and Calendars
Tasks
Salesforce Email
Microsoft® Email Integration for Office 365™
Work.com
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13ResourcesSalesforce Documentation Library Marketing Cloud Documentation
Salesforce certification