What you'll learn
How standard objects work together in Salesforce to help sales professionals like you do their work more effectively
How to identify your Salesforce pain points and brainstorm related solutions
How to use Salesforce data to sell your skills
How to customize the platform to align with (and enhance) your personal work style.
How to create Email Templates and Quick Text snippets to increase your efficiency and impact
How to leverage Tasks to enhance client engagement
How to talk to your Salesforce Administrator about customizing your Home page, integrating your email and calendar with Salesforce, and rolling out new features
Requirements
A Salesforce user account
Experience logging into the Salesforce platform
Basic creating and editing permissions for Accounts, Contacts, Leads, Opportunities, Tasks, and Reports.
Description
Welcome to Set Yourself Up For Success with Salesforce Skills, where together we'll make Salesforce work for you.Are there actions that you take in Salesforce every week or every month that you wish could be automated?Would you like to resolve your Salesforce pain points and wave your magic wand to make your work in the platform more productive?Are you ready to find 3 full work weeks this year - 15 work days - by streamlining your Salesforce workflows and becoming more efficient?Throughout this course, I'll serve as your coach and strategic partner to take your Salesforce game to the next level. When you complete the course, you'll have the knowledge and tools to:Customize the primary Salesforce Objects to support and improve your workflowsLeverage the platform to more effectively engage and track your customers and prospectsUtilize best practices for working with your Salesforce administratorTake your career to the next level by using Salesforce data to make your case for that promotion, new job, or other professional growthAnd much more!We'll accomplish these goals through videos, screencasts, and even hands-on activities that we'll walk through together so that you can put your knowledge to use right away. Let's get started!
Overview
Section 1: Introduction
Lecture 1 Salesforce is not static
Lecture 2 Time is your greatest asset
Lecture 3 Activity: Pain points and magic wands
Section 2: Salesforce Overview and Customizations
Lecture 4 Accounts, contacts, leads, and opportunities
Lecture 5 Customize your user settings
Lecture 6 Customize your navigation bar
Lecture 7 Customize your home page
Lecture 8 Activity: Customize your navigation bar
Section 3: Deep Dive Into Standard Objects
Lecture 9 Accounts
Lecture 10 Contacts
Lecture 11 Leads
Lecture 12 Opportunities
Lecture 13 Activities and tasks
Lecture 14 Reports and dashboards
Lecture 15 Activity: Solutions to your pain points
Section 4: Productivity and Efficiencies
Lecture 16 Integrate your email and calendar with Salesforce
Lecture 17 Leverage list views
Lecture 18 Create email templates and "quick text" snippets
Lecture 19 Access data on the go
Lecture 20 Activity: Download the mobile app
Section 5: Prospect and Customer Engagement
Lecture 21 Send an email to a list of leads or contacts
Lecture 22 Leverage campaigns to track engagement
Lecture 23 Activity: Create and analyze a campaign
Section 6: Next Steps
Lecture 24 Use data to sell your skills
Lecture 25 Thank you!
Lecture 26 Welcome!
Sales professionals with basic Salesforce experience who want to become more confident and efficient within the platform and leverage Salesforce skills to grow in their career.

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