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Trailhead

Dive Into Sales Cloud for Admins

Salesforce via Trailhead

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Overview

Learn about core Sales Cloud features.
  • Discover how accounts and contacts work together in Salesforce.
  • Learn to power your sales process with leads and opportunities in Salesforce.
  • Configure price books, templates, and contracts to help your sales reps sell products.
  • Guide your reps during the sales process and make them more productive.

Syllabus

  • Accounts and Contacts
    • Store Information About Your Customers
    • Understand Account and Contact Relationships
  • Leads and Opportunities
    • Use Leads to Track Potential Customers
    • Work Your Opportunities
    • Sell as a Team and Split the Credit
    • Visualize Success with Path and Kanban
  • Products, Quotes, & Contracts
    • Create Price Books to Track Your Products
    • Configure Quotes for Your Customers and Track Contracts
  • Customize a Sales Path for Your Team
    • Customize a Sales Path
    • Customize Opportunity Stages
    • Work with Opportunities in the Kanban View

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