Discover Salesforce Essentials

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Free Online Course: Discover Salesforce Essentials provided by Trailhead is a comprehensive online course, which lasts for 3-4 hours worth of material. The course is taught in English and is free of charge.

Overview
  • Learn how to use Essentials and why it's an ideal solution for your small business.

    • Learn how your business can benefit from this out-of-the-box CRM.
    • Discover how Essentials works and how it can help your small business grow.
    • Set up and navigate Essentials, and use tools for collaboration, selling, and reporting.
    • Explore how Service Cloud Essentials works and how it helps your small business.
    • Navigate Service Cloud Essentials and learn how to use the service console.

Syllabus
    • Salesforce Essentials for Small Business
      • Explore the Benefits of CRM for Small Businesses
      • Learn the Basics of Salesforce Essentials
    • Sales Essentials Basics
      • Understand Salesforce for Small Business
      • Organize Your Data with Essentials
      • Get More Done with Essentials
    • Sales Essentials Features
      • Find Your Way Around Essentials
      • Get Set Up for Success
      • Sell Better with Essentials
      • Collaborate Using Chatter
      • Track Your Goals and Be More Productive
    • Service Essentials Basics
      • Discover Key Terms and Customer Channels for Service
      • Get Started with Service Cloud Essentials
    • Service Essentials Features
      • Learn About Macros, Service Console, and Case Feed
      • Learn How to Use the Preconfigured Console