Introduction to Sales Cloud | Salesforce CRM Tutorials

Autoplay
Autocomplete

Previous Lesson Complete and Continue

Salesforce Administrator 201 & App Builder (Developer) Certification Training

Why Learn Salesforce at all

Salesforce as a career option in software
Salesforce CEO Mark Beinoff speaks about salesforce (14:08)
Tips for salesforce interview ,profiles ,offers (3:32)

Introduction to Cloud computing and Salesforce

Cloud computing and Salesforce (6:55)
Salesforce offerings (9:56)
Salesforce App and objects (10:41)
Configuring Apps and Tabs (5:35)

Configuring Objects and & Layouts in salesforce

Configure standard and custom objects (9:23)
Fields and Layouts (21:41)
Configure relationships in salesforce objects (17:51)
Configuring layouts (13:01)
Creating recordtypes and layout/picklist assignment (12:52)

Configuring Business Process

Creating Validation Rules (28:45)
Workflow Rules (17:52)
Process Builder part 1 (37:01)
Process Builder part 2 (3:18)

Security Controls

Manage App and Object Level security using Profiles part 1 (4:14)
Manage App and Object Level security using Profiles part 2 (15:47)
Manage record level access using OWD and Roles part 1 (7:53)
Manage record level access using OWD and Roles part 2 (14:23)

Data Management

Data Management in salesforce introduction and export (13:49)
Data Migration using Data loader part 1 (11:31)
Data Migration using Data loader part 2 (12:01)
Data Migration Using Import Wizard (14:40)

Sales cloud

Introduction to Sales Cloud (11:07)
Setting up lead and sales(opporunity) process (20:43)
Configuring the Lead conversion process and webtolead (19:58)

Service Cloud

Introduction to Service Cloud (14:49)
Setting up support process and Webtocase feature (19:00)
Assignment rules ,email to case and autoresponse rules (13:50)
Escalation and Assignment rules (17:43)
Configure Service Console APP for call center agents (10:42)
Omni-channel setup for automated case alerts for agents (15:43)
Setup Live agent chat setup (external and internal) (9:19)

Setting Up communities

Setting up communities (21:29)

Setting Up Chatter,Social and field level tracking

Setting Up Chatter,Social and field level tracking (18:13)

Reports and Dashboards in salesforce

Reports and Dashboards (33:19)

Projects

WareHouse Project
Project 2 HT Management

How to get Certified in salesforce

Certification Guide
Steps to prepare for exam and register for one
Links and Blogs for Exam Preparation

Teach online with

Introduction to Sales Cloud

Complete and Continue