The Beginners Guide to Salesforce
This is an introductory class for beginners who haven't used a CRM before but will need to use Salesforce as a core part of their job. Jobs include business analysts, marketers, PR, content writers, and all who can be required to work with salesforce in different capacities (one marketer might focus on qualifying leads, one might be interested in closing opportunities, one might be managing the email schedule). As it turns out, more and more of these jobs require knowledge of Salesforce (or other CRMs), and it's a barrier to getting hired.Course
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There are 6 modules in this course
This is an introductory class for beginners who haven't used a CRM before but will need to use Salesforce as a core part of their job. Jobs include business analysts, marketers, PR, content writers, and all who can be required to work with salesforce in different capacities (one marketer might focus on qualifying leads, one might be interested in closing opportunities, one might be managing the email schedule). As it turns out, more and more of these jobs require knowledge of Salesforce (or other CRMs), and it's a barrier to getting hired.- Navigating the Salesforce InterfacePreview
- Identifying Opportunities for EcoMarket DeliveriesPreview
- Adding and Managing Leads in SalesforcePreview
- Understanding Leads, Contacts, Accounts, and OpportunitiesPreview
- Importing Leads into SalesforcePreview
- Custom Fields and Data Integrity in SalesforcePreview
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