Complete Salesforce Classic and Mobile New User Training

  • Course provided by Udemy
  • Study type: Online
  • Starts: Anytime
  • Price: See latest price on Udemy
Udemy

Course Description

After Thousands of Udemy Survey ratings for my courses, the students have spoken:

"Are you learning valuable information?" 99.6% answered YES

"Are the explanations of the concepts clear?" 99.8% answered YES

"Is the instructor knowledgeable about the topic?" 99.9% answered YES

If you are new to Salesforce and need a firm understanding of the platform, as a whole, this course is for you. Improve your performance on the Salesforce platform to be more productive, AND profitable. Acquire marketable skills in today’s marketplace, and close more deals along the way.

This course covers:

  • Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls.

  • Customer Relationship Management Fundamentals as specifically performed on the Salesforce Platform

  • Encompasses the entire lifecycle of the typical sales process from

    • Marketing (Attract Customers)

    • Sales (Attain Customers)

    • Service (Retain Customers)

In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation. We’ll cover lead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Tradeshows, and Social.

I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, and setting up multiple and varied Sales Processes.

Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section.

The Salesforce1 Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You'll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time!


Who this course is for:

  • This course is meant for new users of the Salesforce platform.
  • This course is meant for users tasked with providing Marketing, Sales and/or Service functionality on the Salesforce Platform
  • This course will be very helpful to Salesforce Administrators, Developers, Business Analysts, Consultants, and Project Managers who need a better understanding of how end-users actually use Salesforce in their day-to-day jobs.

Expected Outcomes

  1. Close More Deals Manage Accounts Effectively in Salesforce Market Efficiently and Measure Marketing Effectiveness in Salesforce Service Client Relationships and Provide Exceptional Customer Support Run Your Business From Your Phone with the Salesforce1 Mobile App Analyze Data and Make Smart Decision Using Salesforce Reports and Dashboards Understand the Salesforce Platform as a Whole - Marketing, Sales, Service and Analytics Requirements No prior Salesforce Experience is Required. I will show you how to sign up for your own free Salesforce account that you can keep for life! Description After Thousands of Udemy Survey ratings for my courses, the students have spoken: "Are you learning valuable information?" 99.6% answered YES "Are the explanations of the concepts clear?" 99.8% answered YES "Is the instructor knowledgeable about the topic?" 99.9% answered YES If you are new to Salesforce and need a firm understanding of the platform, as a whole, this course is for you. Improve your performance on the Salesforce platform to be more productive, AND profitable. Acquire marketable skills in today’s marketplace, and close more deals along the way. This course covers: Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls. Customer Relationship Management Fundamentals as specifically performed on the Salesforce Platform Encompasses the entire lifecycle of the typical sales process from Marketing (Attract Customers) Sales (Attain Customers) Service (Retain Customers) In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation. We’ll cover lead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Tradeshows, and Social. I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, and setting up multiple and varied Sales Processes. Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section. The Salesforce1 Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You'll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time! Who this course is for: This course is meant for new users of the Salesforce platform. This course is meant for users tasked with providing Marketing, Sales and/or Service functionality on the Salesforce Platform This course will be very helpful to Salesforce Administrators, Developers, Business Analysts, Consultants, and Project Managers who need a better understanding of how end-users actually use Salesforce in their day-to-day jobs. Show more Show less Course content 9 sections • 56 lectures • 6h 33m total length Expand all sections Introduction and Getting Started with Salesforce 4 lectures • 31min Introduction and My Bio Preview 03:15 Signing Up for a Free Salesforce Account Preview 04:38 Signing In to Salesforce and Touring the User Interface - Getting Oriented Preview 08:41 Using The Salesforce Home Page - Search, Create New, Recycle, Calendar & Tasks 14:50 Personalizing Salesforce 4 lectures • 24min Salesforce Personalization Introduction 00:38 Setting Up Your 'My Profile' Page in Salesforce 02:35 Using the My Settings Menu & Modifying Your Personal Information in Salesforce 12:09 Customizing Your Display and Layout Settings in Salesforce 08:36 ATTRACT - Marketing Management, Automation and Optimization in Salesforce 9 lectures • 1hr 22min Introduction to Marketing Management, Automation, and Optimization 01:06 Lead Management in Salesforce 16:54 Corresponding with Leads in Salesforce 08:25 Lead Collaboration with Chatter 14:04 Creating Campaigns in Salesforce 06:03 Creating Target Lists in Salesforce by Adding Leads to a Campaign 15:07 Executing Campaigns in Salesforce 06:25 Tracking Campaign Responses in Salesforce 05:26 Campaign Collaboration with Chatter 08:04 ATTAIN - Sales Management, Automation and Optimization in Salesforce 15 lectures • 1hr 32min Sales Management, Automation, and Optimization Introduction 01:03 Introducing and Understanding the Account Record in Salesforce 09:46 Team-based Selling with Account Teams in Salesforce 07:41 Corresponding with Accounts in Salesforce for Effective Account Management 08:10 Account Collaboration with Chatter 04:27 The Contact Record - a.k.a. The Record Formerly Known as a Lead 08:06 Corresponding with Contacts in Salesforce 09:48 Contact Collaboration with Chatter 01:59 Understanding The Opportunity Record in Salesforce and Your Sales Process 15:49 Contact Roles on Opportunities - Decision Makers, Influencers Buyers, & More 02:36 Team Based Selling with Opportunity Teams in Salesforce 02:55 Using Salesforce Content to Equip Sales Reps 07:59 Assigning Influential Campaigns to Opportunities to Measure ROI 07:44 Spring '17 Update - Displaying Campaign Influence Related List on Opportunities 01:02 Opportunity Collaboration with Chatter 03:16 RETAIN - Servicing Your Contacts and Accounts with the Salesforce Service Cloud 7 lectures • 1hr Introducing and Understanding the Case Record 05:25 Service Cloud Introduction 01:22 Creating, Managing and Closing Cases in Salesforce 13:07 Introducing the Salesforce Service Console 08:50 Working in Queues 11:18 Case Automation in Salesforce 13:45 Case Collaboration with Chatter 06:08 Monitoring and Analytics with Reports and Dashboards 9 lectures • 1hr Salesforce Reports and Dashboards Introduction Preview 00:44 Common Types of Reports in Salesforce 10:10 Creating Reports in Salesforce 10:57 Customizing Reports and Creating Reports Folders in Salesforce Preview 07:57 Salesforce Report Scheduling and Automation 04:14 Common Types of Dashboards and Their Components in Salesforce 06:48 Creating Dashboards in Salesforce 09:53 Customizing Dashboards in Salesforce 04:13 Salesforce Dashboard Scheduling and Automation 05:15 Run Your Business From Your Phone with the Salesforce1 Mobile Application 5 lectures • 28min The Saleforce Mobile App Introduction (formerly 'Salesforce1') 01:18 Touring the Salesforce Mobile User Interface, Navigation, and Global Actions 06:41 Performing Common Marketing Actions in Salesforce1 05:06 Performing Common Sales Functions in Salesforce1 09:58 Performing Common Service Functions in Salesforce1 04:42 Salesforce Performance Enhancements and Productivity Hacks 1 lecture • 11min Helpful Productivity Tips for Salesforce Users 11:23 In Conclusion - Next Steps 2 lectures • 5min In Conclusion ... Thank You and Here's What's Next! 01:46 Bonus: Free Courses and Coupons and Podcast 02:58 Instructors Mike Wheeler Salesforce Trainer - 140,000+ Students - 27K+ 5-Star Reviews 4.5 Instructor Rating 51,378 Reviews 146,101 Students 24 Courses I teach Salesforce, Zoom and Home Business Courses. I am passionate about helping you become a 'Creator in a Consumption World' I gravitate towards tools and tech that empowers the non-technical to build and create amazing things online. That is why I was drawn to amazing tools and platforms, such as Salesforce, Zoom, Wordpress, and more. After Thousands of Udemy Survey ratings for my courses, the students have spoken: "Are you learning valuable information?" 99.6% answered YES "Are the explanations of the concepts clear?" 99.8% answered YES "Is the instructor knowledgeable about the topic?" 99.9% answered YES Before discovering Salesforce, I worked as a Technical Writer, Trainer, and built blogs using Wordpress. Once I found Salesforce, I saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. I've attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder. I am the founder of Mike Wheeler Media, where my mission is to Inspire, Equip and Train YOU for a Cloud Career. Feel free to connect with me through the various social profile links on my profile here. Show more Show less Aaron Wheeler Adobe Certified Expert (ACE) - Premiere Pro CC 4.5 Instructor Rating 42,745 Reviews 196,064 Students 16 Courses I am a Video Editor, Animator and VFX Cleanup Artist. I have worked on projects for ESPN , BMW, National Geographic , GE & Cheetos . I have obtained my Adobe Certified Expert (ACE) certification in Premiere Pro CC and am currently working towards certifications in Photoshop CC & After Effects CC as well. I have been working full time in video production for over 4 years now and have gained valuable insights into the production pipeline & workflow. I use the Adobe Creative Cloud everyday, specifically working in Premiere Pro, After Effects & Photoshop. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? '' : 'checked'; var radios = document.querySelectorAll('[name="' + input.dataset.name + '"]'); for (var i = 0; i (function(){window['__CF$cv$params']={r:'6781195dbdcf4078',m:'815a4032a247e28afa4deec572b2fde23954edc6-1627842223-1800-Af/Icthi5+tT08Q0ivCcR3BwXpYCxR3NR/DU1sX5+3FSAdo/telhk6bNlk5999JFiIDeUhdezWUjgM4XOW5AslnoVdCoM9FGGJXBi+z6gLYDQhHyfoM34m4qPAZ0xWZ11Q6d3wMzDA4OKcume/kGK8A=',s:[0xb7a2afa7ad,0x0071b39b63],}})();
  2. Manage Accounts Effectively in Salesforce Market Efficiently and Measure Marketing Effectiveness in Salesforce Service Client Relationships and Provide Exceptional Customer Support Run Your Business From Your Phone with the Salesforce1 Mobile App Analyze Data and Make Smart Decision Using Salesforce Reports and Dashboards Understand the Salesforce Platform as a Whole - Marketing, Sales, Service and Analytics Requirements No prior Salesforce Experience is Required. I will show you how to sign up for your own free Salesforce account that you can keep for life! Description After Thousands of Udemy Survey ratings for my courses, the students have spoken: "Are you learning valuable information?" 99.6% answered YES "Are the explanations of the concepts clear?" 99.8% answered YES "Is the instructor knowledgeable about the topic?" 99.9% answered YES If you are new to Salesforce and need a firm understanding of the platform, as a whole, this course is for you. Improve your performance on the Salesforce platform to be more productive, AND profitable. Acquire marketable skills in today’s marketplace, and close more deals along the way. This course covers: Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls. Customer Relationship Management Fundamentals as specifically performed on the Salesforce Platform Encompasses the entire lifecycle of the typical sales process from Marketing (Attract Customers) Sales (Attain Customers) Service (Retain Customers) In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation. We’ll cover lead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Tradeshows, and Social. I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, and setting up multiple and varied Sales Processes. Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section. The Salesforce1 Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You'll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time! Who this course is for: This course is meant for new users of the Salesforce platform. This course is meant for users tasked with providing Marketing, Sales and/or Service functionality on the Salesforce Platform This course will be very helpful to Salesforce Administrators, Developers, Business Analysts, Consultants, and Project Managers who need a better understanding of how end-users actually use Salesforce in their day-to-day jobs. Show more Show less Course content 9 sections • 56 lectures • 6h 33m total length Expand all sections Introduction and Getting Started with Salesforce 4 lectures • 31min Introduction and My Bio Preview 03:15 Signing Up for a Free Salesforce Account Preview 04:38 Signing In to Salesforce and Touring the User Interface - Getting Oriented Preview 08:41 Using The Salesforce Home Page - Search, Create New, Recycle, Calendar & Tasks 14:50 Personalizing Salesforce 4 lectures • 24min Salesforce Personalization Introduction 00:38 Setting Up Your 'My Profile' Page in Salesforce 02:35 Using the My Settings Menu & Modifying Your Personal Information in Salesforce 12:09 Customizing Your Display and Layout Settings in Salesforce 08:36 ATTRACT - Marketing Management, Automation and Optimization in Salesforce 9 lectures • 1hr 22min Introduction to Marketing Management, Automation, and Optimization 01:06 Lead Management in Salesforce 16:54 Corresponding with Leads in Salesforce 08:25 Lead Collaboration with Chatter 14:04 Creating Campaigns in Salesforce 06:03 Creating Target Lists in Salesforce by Adding Leads to a Campaign 15:07 Executing Campaigns in Salesforce 06:25 Tracking Campaign Responses in Salesforce 05:26 Campaign Collaboration with Chatter 08:04 ATTAIN - Sales Management, Automation and Optimization in Salesforce 15 lectures • 1hr 32min Sales Management, Automation, and Optimization Introduction 01:03 Introducing and Understanding the Account Record in Salesforce 09:46 Team-based Selling with Account Teams in Salesforce 07:41 Corresponding with Accounts in Salesforce for Effective Account Management 08:10 Account Collaboration with Chatter 04:27 The Contact Record - a.k.a. The Record Formerly Known as a Lead 08:06 Corresponding with Contacts in Salesforce 09:48 Contact Collaboration with Chatter 01:59 Understanding The Opportunity Record in Salesforce and Your Sales Process 15:49 Contact Roles on Opportunities - Decision Makers, Influencers Buyers, & More 02:36 Team Based Selling with Opportunity Teams in Salesforce 02:55 Using Salesforce Content to Equip Sales Reps 07:59 Assigning Influential Campaigns to Opportunities to Measure ROI 07:44 Spring '17 Update - Displaying Campaign Influence Related List on Opportunities 01:02 Opportunity Collaboration with Chatter 03:16 RETAIN - Servicing Your Contacts and Accounts with the Salesforce Service Cloud 7 lectures • 1hr Introducing and Understanding the Case Record 05:25 Service Cloud Introduction 01:22 Creating, Managing and Closing Cases in Salesforce 13:07 Introducing the Salesforce Service Console 08:50 Working in Queues 11:18 Case Automation in Salesforce 13:45 Case Collaboration with Chatter 06:08 Monitoring and Analytics with Reports and Dashboards 9 lectures • 1hr Salesforce Reports and Dashboards Introduction Preview 00:44 Common Types of Reports in Salesforce 10:10 Creating Reports in Salesforce 10:57 Customizing Reports and Creating Reports Folders in Salesforce Preview 07:57 Salesforce Report Scheduling and Automation 04:14 Common Types of Dashboards and Their Components in Salesforce 06:48 Creating Dashboards in Salesforce 09:53 Customizing Dashboards in Salesforce 04:13 Salesforce Dashboard Scheduling and Automation 05:15 Run Your Business From Your Phone with the Salesforce1 Mobile Application 5 lectures • 28min The Saleforce Mobile App Introduction (formerly 'Salesforce1') 01:18 Touring the Salesforce Mobile User Interface, Navigation, and Global Actions 06:41 Performing Common Marketing Actions in Salesforce1 05:06 Performing Common Sales Functions in Salesforce1 09:58 Performing Common Service Functions in Salesforce1 04:42 Salesforce Performance Enhancements and Productivity Hacks 1 lecture • 11min Helpful Productivity Tips for Salesforce Users 11:23 In Conclusion - Next Steps 2 lectures • 5min In Conclusion ... Thank You and Here's What's Next! 01:46 Bonus: Free Courses and Coupons and Podcast 02:58 Instructors Mike Wheeler Salesforce Trainer - 140,000+ Students - 27K+ 5-Star Reviews 4.5 Instructor Rating 51,378 Reviews 146,101 Students 24 Courses I teach Salesforce, Zoom and Home Business Courses. I am passionate about helping you become a 'Creator in a Consumption World' I gravitate towards tools and tech that empowers the non-technical to build and create amazing things online. That is why I was drawn to amazing tools and platforms, such as Salesforce, Zoom, Wordpress, and more. After Thousands of Udemy Survey ratings for my courses, the students have spoken: "Are you learning valuable information?" 99.6% answered YES "Are the explanations of the concepts clear?" 99.8% answered YES "Is the instructor knowledgeable about the topic?" 99.9% answered YES Before discovering Salesforce, I worked as a Technical Writer, Trainer, and built blogs using Wordpress. Once I found Salesforce, I saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. I've attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder. I am the founder of Mike Wheeler Media, where my mission is to Inspire, Equip and Train YOU for a Cloud Career. Feel free to connect with me through the various social profile links on my profile here. Show more Show less Aaron Wheeler Adobe Certified Expert (ACE) - Premiere Pro CC 4.5 Instructor Rating 42,745 Reviews 196,064 Students 16 Courses I am a Video Editor, Animator and VFX Cleanup Artist. I have worked on projects for ESPN , BMW, National Geographic , GE & Cheetos . I have obtained my Adobe Certified Expert (ACE) certification in Premiere Pro CC and am currently working towards certifications in Photoshop CC & After Effects CC as well. I have been working full time in video production for over 4 years now and have gained valuable insights into the production pipeline & workflow. I use the Adobe Creative Cloud everyday, specifically working in Premiere Pro, After Effects & Photoshop. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? '' : 'checked'; var radios = document.querySelectorAll('[name="' + input.dataset.name + '"]'); for (var i = 0; i (function(){window['__CF$cv$params']={r:'6781195dbdcf4078',m:'815a4032a247e28afa4deec572b2fde23954edc6-1627842223-1800-Af/Icthi5+tT08Q0ivCcR3BwXpYCxR3NR/DU1sX5+3FSAdo/telhk6bNlk5999JFiIDeUhdezWUjgM4XOW5AslnoVdCoM9FGGJXBi+z6gLYDQhHyfoM34m4qPAZ0xWZ11Q6d3wMzDA4OKcume/kGK8A=',s:[0xb7a2afa7ad,0x0071b39b63],}})();
  3. Market Efficiently and Measure Marketing Effectiveness in Salesforce Service Client Relationships and Provide Exceptional Customer Support Run Your Business From Your Phone with the Salesforce1 Mobile App Analyze Data and Make Smart Decision Using Salesforce Reports and Dashboards Understand the Salesforce Platform as a Whole - Marketing, Sales, Service and Analytics Requirements No prior Salesforce Experience is Required. I will show you how to sign up for your own free Salesforce account that you can keep for life! Description After Thousands of Udemy Survey ratings for my courses, the students have spoken: "Are you learning valuable information?" 99.6% answered YES "Are the explanations of the concepts clear?" 99.8% answered YES "Is the instructor knowledgeable about the topic?" 99.9% answered YES If you are new to Salesforce and need a firm understanding of the platform, as a whole, this course is for you. Improve your performance on the Salesforce platform to be more productive, AND profitable. Acquire marketable skills in today’s marketplace, and close more deals along the way. This course covers: Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls. Customer Relationship Management Fundamentals as specifically performed on the Salesforce Platform Encompasses the entire lifecycle of the typical sales process from Marketing (Attract Customers) Sales (Attain Customers) Service (Retain Customers) In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation. We’ll cover lead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Tradeshows, and Social. I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, and setting up multiple and varied Sales Processes. Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section. The Salesforce1 Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You'll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time! Who this course is for: This course is meant for new users of the Salesforce platform. This course is meant for users tasked with providing Marketing, Sales and/or Service functionality on the Salesforce Platform This course will be very helpful to Salesforce Administrators, Developers, Business Analysts, Consultants, and Project Managers who need a better understanding of how end-users actually use Salesforce in their day-to-day jobs. Show more Show less Course content 9 sections • 56 lectures • 6h 33m total length Expand all sections Introduction and Getting Started with Salesforce 4 lectures • 31min Introduction and My Bio Preview 03:15 Signing Up for a Free Salesforce Account Preview 04:38 Signing In to Salesforce and Touring the User Interface - Getting Oriented Preview 08:41 Using The Salesforce Home Page - Search, Create New, Recycle, Calendar & Tasks 14:50 Personalizing Salesforce 4 lectures • 24min Salesforce Personalization Introduction 00:38 Setting Up Your 'My Profile' Page in Salesforce 02:35 Using the My Settings Menu & Modifying Your Personal Information in Salesforce 12:09 Customizing Your Display and Layout Settings in Salesforce 08:36 ATTRACT - Marketing Management, Automation and Optimization in Salesforce 9 lectures • 1hr 22min Introduction to Marketing Management, Automation, and Optimization 01:06 Lead Management in Salesforce 16:54 Corresponding with Leads in Salesforce 08:25 Lead Collaboration with Chatter 14:04 Creating Campaigns in Salesforce 06:03 Creating Target Lists in Salesforce by Adding Leads to a Campaign 15:07 Executing Campaigns in Salesforce 06:25 Tracking Campaign Responses in Salesforce 05:26 Campaign Collaboration with Chatter 08:04 ATTAIN - Sales Management, Automation and Optimization in Salesforce 15 lectures • 1hr 32min Sales Management, Automation, and Optimization Introduction 01:03 Introducing and Understanding the Account Record in Salesforce 09:46 Team-based Selling with Account Teams in Salesforce 07:41 Corresponding with Accounts in Salesforce for Effective Account Management 08:10 Account Collaboration with Chatter 04:27 The Contact Record - a.k.a. The Record Formerly Known as a Lead 08:06 Corresponding with Contacts in Salesforce 09:48 Contact Collaboration with Chatter 01:59 Understanding The Opportunity Record in Salesforce and Your Sales Process 15:49 Contact Roles on Opportunities - Decision Makers, Influencers Buyers, & More 02:36 Team Based Selling with Opportunity Teams in Salesforce 02:55 Using Salesforce Content to Equip Sales Reps 07:59 Assigning Influential Campaigns to Opportunities to Measure ROI 07:44 Spring '17 Update - Displaying Campaign Influence Related List on Opportunities 01:02 Opportunity Collaboration with Chatter 03:16 RETAIN - Servicing Your Contacts and Accounts with the Salesforce Service Cloud 7 lectures • 1hr Introducing and Understanding the Case Record 05:25 Service Cloud Introduction 01:22 Creating, Managing and Closing Cases in Salesforce 13:07 Introducing the Salesforce Service Console 08:50 Working in Queues 11:18 Case Automation in Salesforce 13:45 Case Collaboration with Chatter 06:08 Monitoring and Analytics with Reports and Dashboards 9 lectures • 1hr Salesforce Reports and Dashboards Introduction Preview 00:44 Common Types of Reports in Salesforce 10:10 Creating Reports in Salesforce 10:57 Customizing Reports and Creating Reports Folders in Salesforce Preview 07:57 Salesforce Report Scheduling and Automation 04:14 Common Types of Dashboards and Their Components in Salesforce 06:48 Creating Dashboards in Salesforce 09:53 Customizing Dashboards in Salesforce 04:13 Salesforce Dashboard Scheduling and Automation 05:15 Run Your Business From Your Phone with the Salesforce1 Mobile Application 5 lectures • 28min The Saleforce Mobile App Introduction (formerly 'Salesforce1') 01:18 Touring the Salesforce Mobile User Interface, Navigation, and Global Actions 06:41 Performing Common Marketing Actions in Salesforce1 05:06 Performing Common Sales Functions in Salesforce1 09:58 Performing Common Service Functions in Salesforce1 04:42 Salesforce Performance Enhancements and Productivity Hacks 1 lecture • 11min Helpful Productivity Tips for Salesforce Users 11:23 In Conclusion - Next Steps 2 lectures • 5min In Conclusion ... Thank You and Here's What's Next! 01:46 Bonus: Free Courses and Coupons and Podcast 02:58 Instructors Mike Wheeler Salesforce Trainer - 140,000+ Students - 27K+ 5-Star Reviews 4.5 Instructor Rating 51,378 Reviews 146,101 Students 24 Courses I teach Salesforce, Zoom and Home Business Courses. I am passionate about helping you become a 'Creator in a Consumption World' I gravitate towards tools and tech that empowers the non-technical to build and create amazing things online. That is why I was drawn to amazing tools and platforms, such as Salesforce, Zoom, Wordpress, and more. After Thousands of Udemy Survey ratings for my courses, the students have spoken: "Are you learning valuable information?" 99.6% answered YES "Are the explanations of the concepts clear?" 99.8% answered YES "Is the instructor knowledgeable about the topic?" 99.9% answered YES Before discovering Salesforce, I worked as a Technical Writer, Trainer, and built blogs using Wordpress. Once I found Salesforce, I saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. I've attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder. I am the founder of Mike Wheeler Media, where my mission is to Inspire, Equip and Train YOU for a Cloud Career. Feel free to connect with me through the various social profile links on my profile here. Show more Show less Aaron Wheeler Adobe Certified Expert (ACE) - Premiere Pro CC 4.5 Instructor Rating 42,745 Reviews 196,064 Students 16 Courses I am a Video Editor, Animator and VFX Cleanup Artist. I have worked on projects for ESPN , BMW, National Geographic , GE & Cheetos . I have obtained my Adobe Certified Expert (ACE) certification in Premiere Pro CC and am currently working towards certifications in Photoshop CC & After Effects CC as well. I have been working full time in video production for over 4 years now and have gained valuable insights into the production pipeline & workflow. I use the Adobe Creative Cloud everyday, specifically working in Premiere Pro, After Effects & Photoshop. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? '' : 'checked'; var radios = document.querySelectorAll('[name="' + input.dataset.name + '"]'); for (var i = 0; i (function(){window['__CF$cv$params']={r:'6781195dbdcf4078',m:'815a4032a247e28afa4deec572b2fde23954edc6-1627842223-1800-Af/Icthi5+tT08Q0ivCcR3BwXpYCxR3NR/DU1sX5+3FSAdo/telhk6bNlk5999JFiIDeUhdezWUjgM4XOW5AslnoVdCoM9FGGJXBi+z6gLYDQhHyfoM34m4qPAZ0xWZ11Q6d3wMzDA4OKcume/kGK8A=',s:[0xb7a2afa7ad,0x0071b39b63],}})();
  4. Service Client Relationships and Provide Exceptional Customer Support Run Your Business From Your Phone with the Salesforce1 Mobile App Analyze Data and Make Smart Decision Using Salesforce Reports and Dashboards Understand the Salesforce Platform as a Whole - Marketing, Sales, Service and Analytics Requirements No prior Salesforce Experience is Required. I will show you how to sign up for your own free Salesforce account that you can keep for life! Description After Thousands of Udemy Survey ratings for my courses, the students have spoken: "Are you learning valuable information?" 99.6% answered YES "Are the explanations of the concepts clear?" 99.8% answered YES "Is the instructor knowledgeable about the topic?" 99.9% answered YES If you are new to Salesforce and need a firm understanding of the platform, as a whole, this course is for you. Improve your performance on the Salesforce platform to be more productive, AND profitable. Acquire marketable skills in today’s marketplace, and close more deals along the way. This course covers: Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls. Customer Relationship Management Fundamentals as specifically performed on the Salesforce Platform Encompasses the entire lifecycle of the typical sales process from Marketing (Attract Customers) Sales (Attain Customers) Service (Retain Customers) In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation. We’ll cover lead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Tradeshows, and Social. I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, and setting up multiple and varied Sales Processes. Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section. The Salesforce1 Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You'll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time! Who this course is for: This course is meant for new users of the Salesforce platform. This course is meant for users tasked with providing Marketing, Sales and/or Service functionality on the Salesforce Platform This course will be very helpful to Salesforce Administrators, Developers, Business Analysts, Consultants, and Project Managers who need a better understanding of how end-users actually use Salesforce in their day-to-day jobs. Show more Show less Course content 9 sections • 56 lectures • 6h 33m total length Expand all sections Introduction and Getting Started with Salesforce 4 lectures • 31min Introduction and My Bio Preview 03:15 Signing Up for a Free Salesforce Account Preview 04:38 Signing In to Salesforce and Touring the User Interface - Getting Oriented Preview 08:41 Using The Salesforce Home Page - Search, Create New, Recycle, Calendar & Tasks 14:50 Personalizing Salesforce 4 lectures • 24min Salesforce Personalization Introduction 00:38 Setting Up Your 'My Profile' Page in Salesforce 02:35 Using the My Settings Menu & Modifying Your Personal Information in Salesforce 12:09 Customizing Your Display and Layout Settings in Salesforce 08:36 ATTRACT - Marketing Management, Automation and Optimization in Salesforce 9 lectures • 1hr 22min Introduction to Marketing Management, Automation, and Optimization 01:06 Lead Management in Salesforce 16:54 Corresponding with Leads in Salesforce 08:25 Lead Collaboration with Chatter 14:04 Creating Campaigns in Salesforce 06:03 Creating Target Lists in Salesforce by Adding Leads to a Campaign 15:07 Executing Campaigns in Salesforce 06:25 Tracking Campaign Responses in Salesforce 05:26 Campaign Collaboration with Chatter 08:04 ATTAIN - Sales Management, Automation and Optimization in Salesforce 15 lectures • 1hr 32min Sales Management, Automation, and Optimization Introduction 01:03 Introducing and Understanding the Account Record in Salesforce 09:46 Team-based Selling with Account Teams in Salesforce 07:41 Corresponding with Accounts in Salesforce for Effective Account Management 08:10 Account Collaboration with Chatter 04:27 The Contact Record - a.k.a. The Record Formerly Known as a Lead 08:06 Corresponding with Contacts in Salesforce 09:48 Contact Collaboration with Chatter 01:59 Understanding The Opportunity Record in Salesforce and Your Sales Process 15:49 Contact Roles on Opportunities - Decision Makers, Influencers Buyers, & More 02:36 Team Based Selling with Opportunity Teams in Salesforce 02:55 Using Salesforce Content to Equip Sales Reps 07:59 Assigning Influential Campaigns to Opportunities to Measure ROI 07:44 Spring '17 Update - Displaying Campaign Influence Related List on Opportunities 01:02 Opportunity Collaboration with Chatter 03:16 RETAIN - Servicing Your Contacts and Accounts with the Salesforce Service Cloud 7 lectures • 1hr Introducing and Understanding the Case Record 05:25 Service Cloud Introduction 01:22 Creating, Managing and Closing Cases in Salesforce 13:07 Introducing the Salesforce Service Console 08:50 Working in Queues 11:18 Case Automation in Salesforce 13:45 Case Collaboration with Chatter 06:08 Monitoring and Analytics with Reports and Dashboards 9 lectures • 1hr Salesforce Reports and Dashboards Introduction Preview 00:44 Common Types of Reports in Salesforce 10:10 Creating Reports in Salesforce 10:57 Customizing Reports and Creating Reports Folders in Salesforce Preview 07:57 Salesforce Report Scheduling and Automation 04:14 Common Types of Dashboards and Their Components in Salesforce 06:48 Creating Dashboards in Salesforce 09:53 Customizing Dashboards in Salesforce 04:13 Salesforce Dashboard Scheduling and Automation 05:15 Run Your Business From Your Phone with the Salesforce1 Mobile Application 5 lectures • 28min The Saleforce Mobile App Introduction (formerly 'Salesforce1') 01:18 Touring the Salesforce Mobile User Interface, Navigation, and Global Actions 06:41 Performing Common Marketing Actions in Salesforce1 05:06 Performing Common Sales Functions in Salesforce1 09:58 Performing Common Service Functions in Salesforce1 04:42 Salesforce Performance Enhancements and Productivity Hacks 1 lecture • 11min Helpful Productivity Tips for Salesforce Users 11:23 In Conclusion - Next Steps 2 lectures • 5min In Conclusion ... Thank You and Here's What's Next! 01:46 Bonus: Free Courses and Coupons and Podcast 02:58 Instructors Mike Wheeler Salesforce Trainer - 140,000+ Students - 27K+ 5-Star Reviews 4.5 Instructor Rating 51,378 Reviews 146,101 Students 24 Courses I teach Salesforce, Zoom and Home Business Courses. I am passionate about helping you become a 'Creator in a Consumption World' I gravitate towards tools and tech that empowers the non-technical to build and create amazing things online. That is why I was drawn to amazing tools and platforms, such as Salesforce, Zoom, Wordpress, and more. After Thousands of Udemy Survey ratings for my courses, the students have spoken: "Are you learning valuable information?" 99.6% answered YES "Are the explanations of the concepts clear?" 99.8% answered YES "Is the instructor knowledgeable about the topic?" 99.9% answered YES Before discovering Salesforce, I worked as a Technical Writer, Trainer, and built blogs using Wordpress. Once I found Salesforce, I saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. I've attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder. I am the founder of Mike Wheeler Media, where my mission is to Inspire, Equip and Train YOU for a Cloud Career. Feel free to connect with me through the various social profile links on my profile here. Show more Show less Aaron Wheeler Adobe Certified Expert (ACE) - Premiere Pro CC 4.5 Instructor Rating 42,745 Reviews 196,064 Students 16 Courses I am a Video Editor, Animator and VFX Cleanup Artist. I have worked on projects for ESPN , BMW, National Geographic , GE & Cheetos . I have obtained my Adobe Certified Expert (ACE) certification in Premiere Pro CC and am currently working towards certifications in Photoshop CC & After Effects CC as well. I have been working full time in video production for over 4 years now and have gained valuable insights into the production pipeline & workflow. I use the Adobe Creative Cloud everyday, specifically working in Premiere Pro, After Effects & Photoshop. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? '' : 'checked'; var radios = document.querySelectorAll('[name="' + input.dataset.name + '"]'); for (var i = 0; i (function(){window['__CF$cv$params']={r:'6781195dbdcf4078',m:'815a4032a247e28afa4deec572b2fde23954edc6-1627842223-1800-Af/Icthi5+tT08Q0ivCcR3BwXpYCxR3NR/DU1sX5+3FSAdo/telhk6bNlk5999JFiIDeUhdezWUjgM4XOW5AslnoVdCoM9FGGJXBi+z6gLYDQhHyfoM34m4qPAZ0xWZ11Q6d3wMzDA4OKcume/kGK8A=',s:[0xb7a2afa7ad,0x0071b39b63],}})();
  5. Run Your Business From Your Phone with the Salesforce1 Mobile App Analyze Data and Make Smart Decision Using Salesforce Reports and Dashboards Understand the Salesforce Platform as a Whole - Marketing, Sales, Service and Analytics Requirements No prior Salesforce Experience is Required. I will show you how to sign up for your own free Salesforce account that you can keep for life! Description After Thousands of Udemy Survey ratings for my courses, the students have spoken: "Are you learning valuable information?" 99.6% answered YES "Are the explanations of the concepts clear?" 99.8% answered YES "Is the instructor knowledgeable about the topic?" 99.9% answered YES If you are new to Salesforce and need a firm understanding of the platform, as a whole, this course is for you. Improve your performance on the Salesforce platform to be more productive, AND profitable. Acquire marketable skills in today’s marketplace, and close more deals along the way. This course covers: Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls. Customer Relationship Management Fundamentals as specifically performed on the Salesforce Platform Encompasses the entire lifecycle of the typical sales process from Marketing (Attract Customers) Sales (Attain Customers) Service (Retain Customers) In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation. We’ll cover lead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Tradeshows, and Social. I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, and setting up multiple and varied Sales Processes. Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section. The Salesforce1 Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You'll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time! Who this course is for: This course is meant for new users of the Salesforce platform. This course is meant for users tasked with providing Marketing, Sales and/or Service functionality on the Salesforce Platform This course will be very helpful to Salesforce Administrators, Developers, Business Analysts, Consultants, and Project Managers who need a better understanding of how end-users actually use Salesforce in their day-to-day jobs. Show more Show less Course content 9 sections • 56 lectures • 6h 33m total length Expand all sections Introduction and Getting Started with Salesforce 4 lectures • 31min Introduction and My Bio Preview 03:15 Signing Up for a Free Salesforce Account Preview 04:38 Signing In to Salesforce and Touring the User Interface - Getting Oriented Preview 08:41 Using The Salesforce Home Page - Search, Create New, Recycle, Calendar & Tasks 14:50 Personalizing Salesforce 4 lectures • 24min Salesforce Personalization Introduction 00:38 Setting Up Your 'My Profile' Page in Salesforce 02:35 Using the My Settings Menu & Modifying Your Personal Information in Salesforce 12:09 Customizing Your Display and Layout Settings in Salesforce 08:36 ATTRACT - Marketing Management, Automation and Optimization in Salesforce 9 lectures • 1hr 22min Introduction to Marketing Management, Automation, and Optimization 01:06 Lead Management in Salesforce 16:54 Corresponding with Leads in Salesforce 08:25 Lead Collaboration with Chatter 14:04 Creating Campaigns in Salesforce 06:03 Creating Target Lists in Salesforce by Adding Leads to a Campaign 15:07 Executing Campaigns in Salesforce 06:25 Tracking Campaign Responses in Salesforce 05:26 Campaign Collaboration with Chatter 08:04 ATTAIN - Sales Management, Automation and Optimization in Salesforce 15 lectures • 1hr 32min Sales Management, Automation, and Optimization Introduction 01:03 Introducing and Understanding the Account Record in Salesforce 09:46 Team-based Selling with Account Teams in Salesforce 07:41 Corresponding with Accounts in Salesforce for Effective Account Management 08:10 Account Collaboration with Chatter 04:27 The Contact Record - a.k.a. The Record Formerly Known as a Lead 08:06 Corresponding with Contacts in Salesforce 09:48 Contact Collaboration with Chatter 01:59 Understanding The Opportunity Record in Salesforce and Your Sales Process 15:49 Contact Roles on Opportunities - Decision Makers, Influencers Buyers, & More 02:36 Team Based Selling with Opportunity Teams in Salesforce 02:55 Using Salesforce Content to Equip Sales Reps 07:59 Assigning Influential Campaigns to Opportunities to Measure ROI 07:44 Spring '17 Update - Displaying Campaign Influence Related List on Opportunities 01:02 Opportunity Collaboration with Chatter 03:16 RETAIN - Servicing Your Contacts and Accounts with the Salesforce Service Cloud 7 lectures • 1hr Introducing and Understanding the Case Record 05:25 Service Cloud Introduction 01:22 Creating, Managing and Closing Cases in Salesforce 13:07 Introducing the Salesforce Service Console 08:50 Working in Queues 11:18 Case Automation in Salesforce 13:45 Case Collaboration with Chatter 06:08 Monitoring and Analytics with Reports and Dashboards 9 lectures • 1hr Salesforce Reports and Dashboards Introduction Preview 00:44 Common Types of Reports in Salesforce 10:10 Creating Reports in Salesforce 10:57 Customizing Reports and Creating Reports Folders in Salesforce Preview 07:57 Salesforce Report Scheduling and Automation 04:14 Common Types of Dashboards and Their Components in Salesforce 06:48 Creating Dashboards in Salesforce 09:53 Customizing Dashboards in Salesforce 04:13 Salesforce Dashboard Scheduling and Automation 05:15 Run Your Business From Your Phone with the Salesforce1 Mobile Application 5 lectures • 28min The Saleforce Mobile App Introduction (formerly 'Salesforce1') 01:18 Touring the Salesforce Mobile User Interface, Navigation, and Global Actions 06:41 Performing Common Marketing Actions in Salesforce1 05:06 Performing Common Sales Functions in Salesforce1 09:58 Performing Common Service Functions in Salesforce1 04:42 Salesforce Performance Enhancements and Productivity Hacks 1 lecture • 11min Helpful Productivity Tips for Salesforce Users 11:23 In Conclusion - Next Steps 2 lectures • 5min In Conclusion ... Thank You and Here's What's Next! 01:46 Bonus: Free Courses and Coupons and Podcast 02:58 Instructors Mike Wheeler Salesforce Trainer - 140,000+ Students - 27K+ 5-Star Reviews 4.5 Instructor Rating 51,378 Reviews 146,101 Students 24 Courses I teach Salesforce, Zoom and Home Business Courses. I am passionate about helping you become a 'Creator in a Consumption World' I gravitate towards tools and tech that empowers the non-technical to build and create amazing things online. That is why I was drawn to amazing tools and platforms, such as Salesforce, Zoom, Wordpress, and more. After Thousands of Udemy Survey ratings for my courses, the students have spoken: "Are you learning valuable information?" 99.6% answered YES "Are the explanations of the concepts clear?" 99.8% answered YES "Is the instructor knowledgeable about the topic?" 99.9% answered YES Before discovering Salesforce, I worked as a Technical Writer, Trainer, and built blogs using Wordpress. Once I found Salesforce, I saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. I've attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder. I am the founder of Mike Wheeler Media, where my mission is to Inspire, Equip and Train YOU for a Cloud Career. Feel free to connect with me through the various social profile links on my profile here. Show more Show less Aaron Wheeler Adobe Certified Expert (ACE) - Premiere Pro CC 4.5 Instructor Rating 42,745 Reviews 196,064 Students 16 Courses I am a Video Editor, Animator and VFX Cleanup Artist. I have worked on projects for ESPN , BMW, National Geographic , GE & Cheetos . I have obtained my Adobe Certified Expert (ACE) certification in Premiere Pro CC and am currently working towards certifications in Photoshop CC & After Effects CC as well. I have been working full time in video production for over 4 years now and have gained valuable insights into the production pipeline & workflow. I use the Adobe Creative Cloud everyday, specifically working in Premiere Pro, After Effects & Photoshop. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? '' : 'checked'; var radios = document.querySelectorAll('[name="' + input.dataset.name + '"]'); for (var i = 0; i (function(){window['__CF$cv$params']={r:'6781195dbdcf4078',m:'815a4032a247e28afa4deec572b2fde23954edc6-1627842223-1800-Af/Icthi5+tT08Q0ivCcR3BwXpYCxR3NR/DU1sX5+3FSAdo/telhk6bNlk5999JFiIDeUhdezWUjgM4XOW5AslnoVdCoM9FGGJXBi+z6gLYDQhHyfoM34m4qPAZ0xWZ11Q6d3wMzDA4OKcume/kGK8A=',s:[0xb7a2afa7ad,0x0071b39b63],}})();
  6. Analyze Data and Make Smart Decision Using Salesforce Reports and Dashboards Understand the Salesforce Platform as a Whole - Marketing, Sales, Service and Analytics Requirements No prior Salesforce Experience is Required. I will show you how to sign up for your own free Salesforce account that you can keep for life! Description After Thousands of Udemy Survey ratings for my courses, the students have spoken: "Are you learning valuable information?" 99.6% answered YES "Are the explanations of the concepts clear?" 99.8% answered YES "Is the instructor knowledgeable about the topic?" 99.9% answered YES If you are new to Salesforce and need a firm understanding of the platform, as a whole, this course is for you. Improve your performance on the Salesforce platform to be more productive, AND profitable. Acquire marketable skills in today’s marketplace, and close more deals along the way. This course covers: Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls. Customer Relationship Management Fundamentals as specifically performed on the Salesforce Platform Encompasses the entire lifecycle of the typical sales process from Marketing (Attract Customers) Sales (Attain Customers) Service (Retain Customers) In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation. We’ll cover lead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Tradeshows, and Social. I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, and setting up multiple and varied Sales Processes. Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section. The Salesforce1 Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You'll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time! Who this course is for: This course is meant for new users of the Salesforce platform. This course is meant for users tasked with providing Marketing, Sales and/or Service functionality on the Salesforce Platform This course will be very helpful to Salesforce Administrators, Developers, Business Analysts, Consultants, and Project Managers who need a better understanding of how end-users actually use Salesforce in their day-to-day jobs. Show more Show less Course content 9 sections • 56 lectures • 6h 33m total length Expand all sections Introduction and Getting Started with Salesforce 4 lectures • 31min Introduction and My Bio Preview 03:15 Signing Up for a Free Salesforce Account Preview 04:38 Signing In to Salesforce and Touring the User Interface - Getting Oriented Preview 08:41 Using The Salesforce Home Page - Search, Create New, Recycle, Calendar & Tasks 14:50 Personalizing Salesforce 4 lectures • 24min Salesforce Personalization Introduction 00:38 Setting Up Your 'My Profile' Page in Salesforce 02:35 Using the My Settings Menu & Modifying Your Personal Information in Salesforce 12:09 Customizing Your Display and Layout Settings in Salesforce 08:36 ATTRACT - Marketing Management, Automation and Optimization in Salesforce 9 lectures • 1hr 22min Introduction to Marketing Management, Automation, and Optimization 01:06 Lead Management in Salesforce 16:54 Corresponding with Leads in Salesforce 08:25 Lead Collaboration with Chatter 14:04 Creating Campaigns in Salesforce 06:03 Creating Target Lists in Salesforce by Adding Leads to a Campaign 15:07 Executing Campaigns in Salesforce 06:25 Tracking Campaign Responses in Salesforce 05:26 Campaign Collaboration with Chatter 08:04 ATTAIN - Sales Management, Automation and Optimization in Salesforce 15 lectures • 1hr 32min Sales Management, Automation, and Optimization Introduction 01:03 Introducing and Understanding the Account Record in Salesforce 09:46 Team-based Selling with Account Teams in Salesforce 07:41 Corresponding with Accounts in Salesforce for Effective Account Management 08:10 Account Collaboration with Chatter 04:27 The Contact Record - a.k.a. The Record Formerly Known as a Lead 08:06 Corresponding with Contacts in Salesforce 09:48 Contact Collaboration with Chatter 01:59 Understanding The Opportunity Record in Salesforce and Your Sales Process 15:49 Contact Roles on Opportunities - Decision Makers, Influencers Buyers, & More 02:36 Team Based Selling with Opportunity Teams in Salesforce 02:55 Using Salesforce Content to Equip Sales Reps 07:59 Assigning Influential Campaigns to Opportunities to Measure ROI 07:44 Spring '17 Update - Displaying Campaign Influence Related List on Opportunities 01:02 Opportunity Collaboration with Chatter 03:16 RETAIN - Servicing Your Contacts and Accounts with the Salesforce Service Cloud 7 lectures • 1hr Introducing and Understanding the Case Record 05:25 Service Cloud Introduction 01:22 Creating, Managing and Closing Cases in Salesforce 13:07 Introducing the Salesforce Service Console 08:50 Working in Queues 11:18 Case Automation in Salesforce 13:45 Case Collaboration with Chatter 06:08 Monitoring and Analytics with Reports and Dashboards 9 lectures • 1hr Salesforce Reports and Dashboards Introduction Preview 00:44 Common Types of Reports in Salesforce 10:10 Creating Reports in Salesforce 10:57 Customizing Reports and Creating Reports Folders in Salesforce Preview 07:57 Salesforce Report Scheduling and Automation 04:14 Common Types of Dashboards and Their Components in Salesforce 06:48 Creating Dashboards in Salesforce 09:53 Customizing Dashboards in Salesforce 04:13 Salesforce Dashboard Scheduling and Automation 05:15 Run Your Business From Your Phone with the Salesforce1 Mobile Application 5 lectures • 28min The Saleforce Mobile App Introduction (formerly 'Salesforce1') 01:18 Touring the Salesforce Mobile User Interface, Navigation, and Global Actions 06:41 Performing Common Marketing Actions in Salesforce1 05:06 Performing Common Sales Functions in Salesforce1 09:58 Performing Common Service Functions in Salesforce1 04:42 Salesforce Performance Enhancements and Productivity Hacks 1 lecture • 11min Helpful Productivity Tips for Salesforce Users 11:23 In Conclusion - Next Steps 2 lectures • 5min In Conclusion ... Thank You and Here's What's Next! 01:46 Bonus: Free Courses and Coupons and Podcast 02:58 Instructors Mike Wheeler Salesforce Trainer - 140,000+ Students - 27K+ 5-Star Reviews 4.5 Instructor Rating 51,378 Reviews 146,101 Students 24 Courses I teach Salesforce, Zoom and Home Business Courses. I am passionate about helping you become a 'Creator in a Consumption World' I gravitate towards tools and tech that empowers the non-technical to build and create amazing things online. That is why I was drawn to amazing tools and platforms, such as Salesforce, Zoom, Wordpress, and more. After Thousands of Udemy Survey ratings for my courses, the students have spoken: "Are you learning valuable information?" 99.6% answered YES "Are the explanations of the concepts clear?" 99.8% answered YES "Is the instructor knowledgeable about the topic?" 99.9% answered YES Before discovering Salesforce, I worked as a Technical Writer, Trainer, and built blogs using Wordpress. Once I found Salesforce, I saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. I've attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder. I am the founder of Mike Wheeler Media, where my mission is to Inspire, Equip and Train YOU for a Cloud Career. Feel free to connect with me through the various social profile links on my profile here. Show more Show less Aaron Wheeler Adobe Certified Expert (ACE) - Premiere Pro CC 4.5 Instructor Rating 42,745 Reviews 196,064 Students 16 Courses I am a Video Editor, Animator and VFX Cleanup Artist. I have worked on projects for ESPN , BMW, National Geographic , GE & Cheetos . I have obtained my Adobe Certified Expert (ACE) certification in Premiere Pro CC and am currently working towards certifications in Photoshop CC & After Effects CC as well. I have been working full time in video production for over 4 years now and have gained valuable insights into the production pipeline & workflow. I use the Adobe Creative Cloud everyday, specifically working in Premiere Pro, After Effects & Photoshop. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? 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  7. Understand the Salesforce Platform as a Whole - Marketing, Sales, Service and Analytics Requirements No prior Salesforce Experience is Required. I will show you how to sign up for your own free Salesforce account that you can keep for life! Description After Thousands of Udemy Survey ratings for my courses, the students have spoken: "Are you learning valuable information?" 99.6% answered YES "Are the explanations of the concepts clear?" 99.8% answered YES "Is the instructor knowledgeable about the topic?" 99.9% answered YES If you are new to Salesforce and need a firm understanding of the platform, as a whole, this course is for you. Improve your performance on the Salesforce platform to be more productive, AND profitable. Acquire marketable skills in today’s marketplace, and close more deals along the way. This course covers: Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls. Customer Relationship Management Fundamentals as specifically performed on the Salesforce Platform Encompasses the entire lifecycle of the typical sales process from Marketing (Attract Customers) Sales (Attain Customers) Service (Retain Customers) In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation. We’ll cover lead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Tradeshows, and Social. I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, and setting up multiple and varied Sales Processes. Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section. The Salesforce1 Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You'll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time! Who this course is for: This course is meant for new users of the Salesforce platform. This course is meant for users tasked with providing Marketing, Sales and/or Service functionality on the Salesforce Platform This course will be very helpful to Salesforce Administrators, Developers, Business Analysts, Consultants, and Project Managers who need a better understanding of how end-users actually use Salesforce in their day-to-day jobs. Show more Show less Course content 9 sections • 56 lectures • 6h 33m total length Expand all sections Introduction and Getting Started with Salesforce 4 lectures • 31min Introduction and My Bio Preview 03:15 Signing Up for a Free Salesforce Account Preview 04:38 Signing In to Salesforce and Touring the User Interface - Getting Oriented Preview 08:41 Using The Salesforce Home Page - Search, Create New, Recycle, Calendar & Tasks 14:50 Personalizing Salesforce 4 lectures • 24min Salesforce Personalization Introduction 00:38 Setting Up Your 'My Profile' Page in Salesfo