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Getting Started with Salesforce online training

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Getting Started with Salesforce online training - PowerPoint PPT Presentation


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Why Salesforce online training?\nSalesforce Developer through CRM Salesforce Training Online and placements. Maxonlinetraining.com in Customer Relationship Management media platform by getting certified as Salesforce consultant. Find the list of world\'s best salesforce trainers in our listing page\nCourse overview\nThe Salesforce Administration online training by Salesforce Training India is devised to train the new Admins how to develop and maintain Salesforce solution. The Salesforce online training course provides understanding about the various Salesforce policies and features so that professionals can efficiently enhance the Salesforce applications. \nThis Salesforce training offers expertise in:\n• Customizing applications and business processes\n• Maintaining sales and service cloud application\n• Creating dashboards, workflow, and reports\n\nMAXONLINETRAINING.COM\nUSA : 1 940 440 8084\nIND : 91 953 383 7156\nE-Mail ID : [email protected]\nVisit : www.maxonlinetraining.com\nEnroll Now : https://goo.gl/qfXwWU\n

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Presentation Transcript
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Learn to navigate Sales force CRM and build lasting customer relationships.

  • 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.

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : [email protected]

slide4

Trailhead - Navigate the Sales force Advantage

Enroll Now :  https://goo.gl/qfXwWU

I think most of you (probably all) are aware of TRAILHEAD!! An awesome tool design by a great team of Sales forceto 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.

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : [email protected]

slide5

FREE Interactive Live Demo:

https://goo.gl/O926ng

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : [email protected]

slide6

Enroll Now :  https://goo.gl/qfXwWU

The World’s Most Complete CRM Application CRM is about managing successful relationships with your customers, including potential customers.

  • Successful CRM involves:
  • Marketing to your customers.
  • Generating Sales.
  • Providing excellent customer service.

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : [email protected]

slide7

FREE Interactive Live Demo:

https://goo.gl/O926ng

Main Menu

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : [email protected]

slide8

Logging into Sales force for the First Time

Enroll Now :  https://goo.gl/qfXwWU

slide10

FREE Interactive Live Demo:

https://goo.gl/O926ng

Enroll Now :  https://goo.gl/qfXwWU

slide11

FREE Interactive Live Demo:

https://goo.gl/O926ng

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

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : [email protected]

slide12

Salce force Terminology and icons

FREE Interactive Live Demo:

https://goo.gl/O926ng

slide13

Reports:

Summary and analysis of

Sales force data.

Contracts

A written agreement between two or more parties.

FREE Interactive Live Demo:

https://goo.gl/O926ng

slide14

Leads

Any person, organization, or company that may be interested in your products or services.

Opportunities

A potential revenue-generating event.

FREE Interactive Live Demo:

https://goo.gl/O926ng

slide15

Accounts

Customers, competitors, and partners.

Forecasts

The best estimate of the revenue you can generate in a quarter.

FREE Interactive Live Demo:

https://goo.gl/O926ng

slide16

FREE Interactive Live Demo:

https://goo.gl/O926ng

Contacts

Any individual or influencer associated with an account.

Cases

A detailed description of a customer’s feedback, problems, or questions.

slide17

Solutions

A detailed description of a customer issue and its resolution.

Dashboards

A real-time snapshot of company metrics and performance indicators.

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : [email protected]

slide18

Activities

A task or a scheduled calendar event.

Products

An individual item that is sold on an opportunity.

slide19

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.

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : [email protected]

slide21

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.

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : [email protected]

slide23

Collapsing the Sidebar

FREE Interactive Live Demo:

https://goo.gl/O926ng

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : [email protected]

slide24

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.
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FREE Interactive Live Demo:

https://goo.gl/O926ng

We have +4 Experienced Sales force Certified Trainers.

CONTACT US For Additional Assistance , Course Details, Demo and Batch Scheduling Information, Get the details from

Enroll Now :  https://goo.gl/qfXwWU

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : [email protected]

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MAXONLINETRAINING.COM

USA : +1 940 440 8084IND : +91 953 383 7156

E-Mail ID : [email protected]

Visit : www.maxonlinetraining.com

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