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Trailhead

Optimize Sales Features for Lightning Experience

Salesforce via Trailhead

Overview

Help your sales teams improve selling relationships and close more deals.
  • Guide your reps through opportunity stages with an optimized page layout.
  • Boost rep productivity with an activity timeline and integrated email.
  • Configure price books, templates, and contracts to help your sales reps sell products.
  • Resolve and prevent duplicate records to increase user confidence in your data.
  • Log your activities, target the right leads, and close more deals with AI for sales.
  • Learn how Sales Dialer can make sales teams more efficient and productive.

Syllabus

  • Path & Workspaces
    • Optimize Sales Processes with Path in Salesforce
    • Get Reps Working Efficiently in Workspaces
  • Sales Productivity
    • Help Your Reps Use Activities
    • Work Smarter in Calendar and Events
    • Send Email Through Salesforce
  • Products, Quotes, & Contracts
    • Create Price Books to Track Your Products
    • Configure Quotes for Your Customers and Track Contracts
  • Duplicate Management
    • Improve Data Quality in Salesforce
    • Resolve and Prevent Duplicate Data in Salesforce
  • Sales Cloud Einstein
    • Increase Sales Productivity
    • Automate Sales Activities
    • Target the Best Leads
    • Close More Deals
    • Connect with Your Customers and Create New Business
    • Improve Sales Predictions
  • Sales Dialer
    • Get Started with Sales Dialer
    • Increase Sales Rep Productivity
    • Monitor Sales Calls and Create Reports

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