Set Yourself Up For Success With Salesforce Skills

Make Salesforce Work for You: Advance Your Career with Salesforce Efficiency

Last updated 2022-01-10 | 4.5

- 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

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

* 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.

Course content

6 sections • 26 lectures

Salesforce is not static Preview 04:25

Time is your greatest asset Preview 02:29

Activity: Pain points and magic wands Preview 01:39

Accounts, contacts, leads, and opportunities Preview 05:00

Customize your user settings Preview 03:28

Customize your navigation bar Preview 02:07

Customize your home page Preview 02:18

Activity: Customize your navigation bar Preview 01:09

Accounts Preview 01:54

Contacts Preview 03:23

Leads Preview 02:16

Opportunities Preview 02:08

Activities and tasks Preview 03:49

Reports and dashboards Preview 05:03

Activity: Solutions to your pain points Preview 01:40

Integrate your email and calendar with Salesforce Preview 02:06

Leverage list views Preview 03:12

Create email templates and "quick text" snippets Preview 04:47

Access data on the go Preview 01:57

Activity: Download the mobile app Preview 01:20

Send an email to a list of leads or contacts Preview 03:30

Leverage campaigns to track engagement Preview 02:33

Activity: Create and analyze a campaign Preview 02:32

Use data to sell your skills Preview 01:49

Thank you! Preview 00:47

Welcome! Preview 02:43