Note From the Instructor

I noticed that many of our quickstart clients are very capable of self implementing Salesforce, but either don't know where to start, don't want to spend the time on google/trailhead, or don't want to miss out on some of the benefits of Salesforce simply from a lack of awareness.

To help with those needs, I have created this online course that provides video walkthroughs of what we typically do in a Salesforce quickstart so you can have a more affordable way to get started quickly on the right foot.

Basically this course is the "Secret Sauce" of our quick starts.

About This Course

  • Who is this for?

    This course is designed for Salesforce users getting started/restarted with Salesforce Sales Cloud who are interested in best practices and standard options to self implement.

  • What is Included?

    This course primarily consists of video screen recordings that efficiently walk you through the fundamentals to effectively use Sales Cloud.

  • Get Stuck?

    We are just a call a way with discounted rates for Admin on Demand to answer any questions or help with a more technical configuration.

Instructor

Partner and CEO

John Knight

6x Salesforce Certified Consulting Leader

Course curriculum

  • 1

    Getting Started

  • 2

    Lead Process

    • When to use Leads vs Contacts

    • Lead Lightning Page & Page Layout Editing

    • Create and Map Lead Fields

    • Updating Lead Status Options and Creating a Lead Path

    • Create a Salesforce Queue (Group of Users) for Leads

    • Create a Web-to-Lead From

    • Create Lead Assignment Rules
  • 3

    Opportunity Process

    • Managing Opportunity Stages

    • Creating Products with Standard Prices

    • Adding Alternate Pricing For Products

    • Adding Products to an Opportunity

    • PDF Quote Generation
  • 4

    Case Configuration

    • Creating a Case Queue (Group of Users)

    • Case Assignment Rules

    • Email-to-Case Configuration

    • Create a Web-to-Case Form
  • 5

    Reports and Dashboards

    • Dashboard and Reports

Pricing options

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