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Learn Salesforce: The Basics – Christine V Pereira
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Learn Salesforce: The Basics – Christine V Pereira

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Original price was: $30.00.Current price is: $13.00.

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Description

Christine V Pereira - Learn Salesforce: The Basics

Christine V Pereira – Learn Salesforce: The Basics

By: Christine V Pereira

Skill Level: Appropriate for all

Duration: 1h 39m

Released: Oct 14, 2016

Description:

Large Fortune 500 companies and small startup businesses alike turn to Salesforce for their customer relationship management (CRM) needs. This course shows you how to start using Salesforce for managing all of your customer data, beyond email addresses and phone numbers. You can track each interaction, event, task, and more. Learn how to set up your profile, navigate the main tabs, search, and customize your dashboard. See how to create accounts, add your contacts, and convert leads into opportunities. Discover how to use reports to make informed decisions and close more deals. Get ready to conquer the basics and become comfortable with using this professional CRM tool.

Topics include:

  • Navigating Salesforce
  • Setting up your profile
  • Creating accounts
  • Adding contacts and leads
  • Converting leads into opportunities
  • Logging tasks, meetings, and activities
  • Running a search
  • Monitoring your dashboard
  • Customizing reports

Contents:

  • Introduction
  • 1. Getting Started
  • 2. Exploring Objects
  • 3. Accounts and Contacts
  • 4. Leads and Opportunities
  • 5. Tasks
  • 6. Opportunities
  • 7. Latest Releases
  • 8. Custom Reporting
  • Conclusion

Author:

Christine Pereira is the founder of SoulfulSelling.com, a company focused on empowering women to sell with confidence and authenticity. She has over 15 years of experience in sales leadership and strategy. She has customized training programs and led teams through enhancing sales operations at AOL, Yahoo!, and LiveRail. Her skills and expertise include sales training, digital media and advertising, consulting, building sales teams, and building digital platforms.

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Archive: https://web.archive.org/web/20170114023220/https://www.lynda.com/Salesforce-tutorials/Learn-Salesforce-Basics/513603-2.html

Delivery Information

  • Upon ordering the product, a delivery email with download instructions will be sent immediately to you so that you may download your files. If you log in (or create an account) prior to purchase you will also be able to access your downloads from your account dashboard.
  • It is a digital download, so please download the order items and save them to your hard drive. In case the link is broken for any reason, please contact us and we will resend the new download link to you.
  • If you don't receive the download link, please don’t worry about that. We will update and notify you as soon as possible from 8:00 AM – 8:00 PM (UTC+8).
  • Please Contact Us if there are any further questions or concerns you may have. We are always happy to assist!

 

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