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By the end of this course, you will be able to:
Log into the Sales force CRM application. Describe the basic terminology of Sales force
navigation. Navigate Sales force CRM applications. Utilize Global Search to find records, files, and people. Customize basic application settings. Find additional Sales force Help & Training.
Learn to navigate Sales force CRM and build lasting customer relationships.
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Trailhead - Navigate the Sales force Advantage
I think most of you (probably all) are aware of TRAILHEAD!! An awesome
tool design by a great team of Sales force to help new and experience
developers. It helped me a lot to get over lightning concepts and I hope you must
have your own favorite list.
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Successful CRM involves:• Marketing to your customers.• Generating Sales.• Providing excellent customer service.
The World’s Most Complete CRM Application CRM is about managing
successful relationships with your customers, including potential customers.
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Main Menu
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Logging into Sales force for the First Time
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Main Menu BEGIN Logging In Terminology Navigation Global Search Customization Help
& Training Summary & Demo Knowledge CONCLUDE Check Suggested Route of
Investigation Click Here to Finish
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Salce force Terminology and icons
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Summary and analysis of Sales force data.
A written agreement between two or more parties.
Reports:
Contracts
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Any person, organization, or company that may be interested in
your products or services.
A potential revenue-generating event.
Leads
Opportunities
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Customers, competitors, and partners.
The best estimate of the revenue you can generate in a quarter.
Accounts
Forecasts
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Any individual or influencer associated with an account.
A detailed description of a customer’s feedback, problems, or questions.
Contacts
Cases
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A detailed description of a customer issue and its resolution.
A real-time snapshot of company metrics and performance indicators.
Solutions
Dashboards
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A task or a scheduled calendar event.
An individual item that is sold on an opportunity.
Products
Activities
Logging into Sales force for the First Time
Tabs & Pages Click on a tab to navigate to that home page. Each home page is the starting point for
working with that object or application. NOTE: Each Home
page layout is very similar, so you only need to understand one to
understand them all.
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Additional Tabs Click All Tabs to view additional tabs. Click the name of a tab to open its home page. to Add Available Tabs the Selected Tabs list Click and save. My Customize Tabs to add tabs to your default tab display.
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Collapsing the Sidebar
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Navigating List Views What is a view?• You can use list views to see a specific set of records.• A view is a list of records that match a specific set of
criteria.• Each object has several default views and you can
create your own custom views.
We have +4 Experienced Sales force Certified Trainers.
CONTACT US For Additional Assistance , Course Details, Demo and Batch Scheduling
Information, Get the details from
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