Salesforce Sales Cloud Training Topics
Sales Cloud is a customer relationship management (CRM) platform provided by Salesforce, a cloud-based software company headquartered in San Francisco, California. The platform is designed to help businesses manage their sales process and customer relationships more efficiently and effectively. Sales Cloud enables companies to manage leads, track customer interactions, and analyze data to optimize sales performance.
The training is on zoom and covers the following:
1. Introduction to Salesforce Sales Cloud
1.1 Definition and overview of Sales Cloud
1.2 Benefits of using Sales Cloud
1.3 Key features and functionalities
2. Getting started with Sales Cloud
2.1 Creating a Salesforce account
2.2 Navigating the Sales Cloud interface
2.3 Customizing your Sales Cloud dashboard
2.4 Setting up your Sales Cloud profile
3. Managing accounts and contacts
3.1 Creating and managing accounts
3.2 Creating and managing contacts
3.3 Linking accounts and contacts
3.4 Advanced contact management features
4. Managing leads and opportunities
4.1 Creating and managing leads
4.2 Creating and managing opportunities
4.3 Sales pipeline management
4.4 Advanced opportunity management features
5. Managing sales processes with Sales Cloud
5.1 Sales process overview
5.2 Customizing sales processes
5.3 Automating sales processes with workflows and approvals
5.4 Collaboration with Chatter
6. Reporting and analytics in Sales Cloud
6.1 Overview of Sales Cloud reporting
6.2 Creating and customizing reports
6.3 Advanced reporting features
6.4 Dashboards and analytics
7. Integrating Sales Cloud with other Salesforce products and third-party apps
7.1 Integrating with other Salesforce products (e.g. Service Cloud, Marketing Cloud)
7.2 Integrating with third-party apps (e.g. Google Apps, Outlook)
7.3 Custom integrations with APIs and Salesforce Connect
8. Mobile sales with Sales Cloud
8.1 Salesforce mobile app overview
8.2 Customizing the mobile app for your business
8.3 Using the mobile app for sales and lead management
9. Best practices for using Sales Cloud
9.1 Tips for maximizing Sales Cloud efficiency
9.2 Strategies for increasing user adoption
9.3 Common pitfalls to avoid
10. Sales Cloud certification and career opportunities
10.1 Overview of Salesforce certification programs
10.2 Tips for preparing for the Sales Cloud certification exam
10.3 Career opportunities in Salesforce Sales Cloud
11. Future trends and updates in Sales Cloud
11.1 Emerging technologies and features in Sales Cloud
11.2 Predictions for the future of Sales Cloud