Salesforce Lightning Admin concepts in Sales / Service Cloud

Course details

This course is designed for beginners in Salesforce who would like tolearnSales & Service clouds of Salesforce (with all configuration), Process Automation & Data Loader in Sales /Service Clouds in Lightning Environment, for basic Admin Concepts please refer to my other course "Salesforce Lightning Administration Tutorial with Hands-On" in Udemy.

In this course you will learn:

1. What is Salesforce and Why has it become so popular?

2. Salesforce Sales Cloud

   1. Topics to be covered in Sales Cloud:

      1. Practical example of Sales process flow in Sales Cloud.

      2. Leads

         1. Import, Mass Delete, Mass Email, Add Leads to Campaign, List Views, Converting Leads.

      3. AccountsContacts

      4. Opportunities

      5. Creating Email Templates / Sending Emails

      6. Price Books

      7. Products

      8. Tasks / Events

      9. Web-to-Lead

      10. Lead Assignment Rules

      11. Lead Queue

      12. Auto Response Rules

      13. Campaigns

3. Salesforce Service Cloud

   1. Topics to be covered in Service Cloud:

      1. Service Console

      2. Service Setup

      3. Queues

      4. Assignment Rules

      5. Escalation Rules

      6. Auto-Response Rules

      7. Web to Case

      8. Email to Case

      9. Creating / Publish Knowledge Articles

      10. Attach Knowledge Articles to Cases

4. Process Automation in Salesforce

   1. Workflows / Approval Processin Salesforce

   2. Process Builder in Salesforce

5. Data Loader - Extracting / Inserting / Modifying / Deleting records in Salesforce.