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Trailhead

Learn CRM Fundamentals for Salesforce Classic

Salesforce via Trailhead

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Overview

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Understand Salesforce and learn how to navigate, customize, and manage basic CRM features.
  • Discover strategies for assessing and improving the quality of your data in Salesforce.
  • Build real-time reports and charts to visualize key business metrics.
  • Develop a Chatter rollout strategy and help your users get started with enterprise social collaboration.
  • Discover how Salesforce CPQ helps your sales team create quotes faster than ever before.
  • Learn how the advanced features in Salesforce CPQ help optimize sales from lead to cash.

Syllabus

  • Data Quality
    • Get Started with Data Quality
    • Assess the Quality of Data
    • Improve Data Quality
  • Reports & Dashboards for Salesforce Classic
    • Introduction to Reports and Dashboards
    • Create Reports with the Report Builder
    • Format Reports
    • Visualize Your Data with Dashboards and Charts
    • Share, Schedule, and Subscribe to Reports and Dashboards
    • Extend Your Reporting Strategy with the AppExchange
  • Chatter Administration for Salesforce Classic
    • Get Started with Chatter
    • Enable Feed Tracking
    • Create Publisher Actions
    • Approve Records from the Feed
    • Develop a Rollout Strategy
  • Salesforce CPQ Basics
    • Get Started with Salesforce CPQ
    • Learn About Quotes
    • Select Products
    • Calculate Prices
    • Generate PDF Quotes
    • Manage Contracts and Renewals
  • Salesforce CPQ Features
    • Continue Your CPQ Journey
    • Understand Product and Price Rules
    • Understand Advanced Approvals and Advanced Order Management
    • Discover How CPQ Treats Time

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