Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

LinkedIn Learning

Salesforce: Sales Automation for Salespeople

via LinkedIn Learning

Go to class Write review
Coursera Ad

Google AI Professional Certificate - Learn AI Skills That Get You Hired

Learn More → GetSmarter Ad

AI Adoption - Drive Business Value and Organizational Impact

Learn More →

Overview

Coursera Flash Sale
40% Off Coursera Plus for 3 Months!
Grab it
Explore sales automation tools that enable salespeople to automate some customer communications, create sales cadences, and use a work queue.

Syllabus

Introduction
  • Introduction to sales automation
  • What you should know
  • Sales tasks that can be automated in Salesforce
1. What and How to Automate
  • Set up automation
  • Email sync and calendar sync setup
  • How to use synced accounts
2. Set Up Automation
  • Sales dialer
  • Email templates
  • Einstein Email Insights
  • Einstein Lead Scoring
3. Sales Cadences
  • Why sales cadences are important
  • Setting up a sales cadence
  • Reporting for sales cadence
4. Work Queues
  • What are work queues?
  • Setting up a work queue
  • Salesforce AppExchange
Conclusion
  • Conclusion and additional resources

Taught by

Christine Volden

Reviews

4.8 rating at LinkedIn Learning based on 363 ratings

Start your review of Salesforce: Sales Automation for Salespeople

Go to class

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Sign up for free
Someone learning on their laptop while sitting on the floor.