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Salesforce Administrator Cert Prep: 3 Sales, Marketing and Service Applications

Salesforce Administrator Cert Prep: 3 Sales, Marketing and Service Applications

2h 3mIntermediate2018-12-03

Authors

Mike Wheeler

Mike Wheeler

Salesforce Expert, Instructor, Founder of Mike Wheeler Media

Course details

The Salesforce Certified Administrator credential can help Salesforce developers, administrators, architects, and sales professionals jump-start their careers and deepen their understanding of the platform. To help you prepare for the exam, instructor Mike Wheeler has designed the Salesforce Administrator Cert Prep series, which covers its core objectives in detail. In this course—the third installment in the series—Mike shows how to administer and customize the sales, marketing, and service applications in the Salesforce ecosystem. Learn how to customize the sales process, enable the Lightning Experience path, add products to price books, configure rules and field mapping for lead management automation, and create and manage campaigns. Plus, learn how to use the Service Console to manage and administer cases and set up suggested solutions and Salesforce communities.

Skills covered

CRM AdministrationSalesforce.comSalesforceCert PrepNetwork and System Administration

Concepts

Introduction and Getting Started

  • 01 - Sales, marketing, and service applications introduction

1. Sales and Marketing Applications

  • 02 - Sales process
  • 03 - Path (also known as Sales Path) in Lightning Experience
  • 04 - Products and price books
  • 05 - Lead management and automation
  • 06 - Campaign management
  • 07 - Campaign influence on opportunities and the Campaign ROI Analysis Report

2. Service and Support Applications

  • 08 - Service and support applications introduction
  • 09 - Case management
  • 10 - Solution management
  • 11 - Communities

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