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SalesForce Training in San Francisco CA Silicon Valley San Jose Oakland

SalesForce Training in San Francisco CA Silicon Valley San Jose Oakland

  • Category

    CRM Software Course
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Course Highlights

Salesforce Platform Basics

 

 

 

Navigating the Salesforce interface.

 

Understanding objects, records, and fields.

 

Standard vs custom objects.

 

 

 

Data Modeling in Salesforce

 

 

 

Relationships between objects.

 

Lookup and Master-Detail relationships.

 

Schema builder overview.

 

 

 

Sales Cloud

 

 

 

Managing leads and opportunities.

 

Accounts and contacts management.

 

Sales pipeline tracking.

 

 

 

Service Cloud

 

 

 

Case management.

 

Support processes and automation.

 

Customer support tools.

 

 

 

Security & Access Control

 

 

 

User roles and profiles.

 

Permission sets.

 

Data security and sharing rules.

 

 

 

Automation Tools

 

 

 

Workflow rules.

 

Process Builder.

 

Flow Builder basics.

 

 

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