Learn B2B Product Fundamentals

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Free Online Course: Learn B2B Product Fundamentals provided by Trailhead is a comprehensive online course, which lasts for 10-11 hours worth of material. The course is taught in English and is free of charge.

Overview
  • Explore the Salesforce products that power digital transformation for B2B businesses.

    • Transform your businesses with a single, integrated CRM platform.
    • Grow your business, boost productivity, and make smart decisions with Sales Cloud.
    • Supercharge your agents with omni-channel tools and an intelligent service platform.
    • Get introduced to the platform, navigate use cases, and build custom functionality.
    • Use the commerce data model to plan, manage, and organize your B2B Commerce stores.
    • Enhance your storefront experience with promotions, product details, and localization.
    • Learn how the advanced features in Salesforce CPQ help optimize sales from lead to cash.
    • Learn how Salesforce Billing optimizes the relationship between Finance and Sales.
    • Learn best practices for channel sales and partner portal management in Sales Cloud.
    • Learn how to use Salesforce settings to share CRM data securely with partners.
    • Learn about Field Service and set service territories.
    • Learn what Pardot is and how it can help you market to other businesses.
    • Learn how admins and business users can integrate apps and data with MuleSoft Composer.

Syllabus
    • Salesforce Customer 360
      • Discover Salesforce Customer 360
      • Get to Know Customer 360
      • Tour the Customer 360 Solution Portfolio
    • Sales Cloud Basics
      • Get to Know Sales Cloud
      • Grow Your Business with Sales Cloud
      • Measure Sales Metrics that Matter
      • Learn About the Salesforce Platform Advantage
    • Service Cloud Basics
      • Get to Know the Service Cloud Platform
      • Resolve Cases Faster
      • Deliver Omnichannel Service
      • Learn About the Salesforce Platform Advantage
    • Salesforce Platform Basics
      • Get Started with the Salesforce Platform
      • Discover Use Cases for the Platform
      • Understand the Salesforce Architecture
      • Navigate Setup
      • Power Up with AppExchange
    • B2B Commerce on Lightning Experience Data Model
      • Get to Know the B2B Commerce Data Model
      • Organize Your Store
      • Organize How Buyers Access Your Store
    • Salesforce B2B Commerce Storefront Experience
      • Highlight Products and Promotions
      • Add Product Details
      • Localize Your Storefront
      • Support Your Buyer’s B2B Journey
    • Salesforce CPQ Features
      • Continue Your CPQ Journey
      • Understand Product and Price Rules
      • Understand Advanced Approvals and Advanced Order Management
      • Discover How CPQ Treats Time
    • Salesforce Billing Basics
      • Get Started with Salesforce Billing
      • Manage the Billing Process
      • Give Finance a Helping Hand
      • Deploy and Integrate with Salesforce Billing
    • Channel Management and Partner Portal Strategy
      • Develop Your Channel Strategy
      • Establish the Foundation of Your Portal
      • Set Goals for Your Channel
      • Recruit and Onboard Your Channel Partners
      • Manage and Grow Your Channel
    • Share CRM Data with Your Partners
      • Launch Your Trailhead Playground
      • Create a Partner Portal, Enable Partner Account and Users, and Add Members
      • Set Your Org's External Org-Wide Defaults
      • Set Up Account Roles and the Role Hierarchy
      • Use Sharing Rules for External Users
      • Use Site-Specific Sharing
      • Share Data Using an Account Relationship
    • Field Service Basics
      • Get Started with Field Service for Salesforce
      • Enable Field Service and Create Service Resources
      • Configure Territories and Set Operating Hours for Service
    • Pardot Lightning App Basics
      • Get Started with Pardot Lightning App
      • Learn How to Navigate Pardot Lightning App
      • Learn Pardot Administration Basics
    • MuleSoft Composer Basics
      • Get to Know MuleSoft Composer
      • Explore MuleSoft Composer