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Learn CRM Fundamentals for Salesforce Classic

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Free Online Course: Learn CRM Fundamentals for Salesforce Classic provided by Trailhead is a comprehensive online course, which lasts for 6-7 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
6-7 hours worth of material
Self Paced
Overview

  • Understand Salesforce and learn how to navigate, customize, and manage basic CRM features.

    • Discover strategies for assessing and improving the quality of your data in Salesforce.
    • Build real-time reports and charts to visualize key business metrics.
    • Develop a Chatter rollout strategy and help your users get started with enterprise social collaboration.
    • Discover how Salesforce CPQ helps your sales team create quotes faster than ever before.
    • Learn how the advanced features in Salesforce CPQ help optimize sales from lead to cash.

Syllabus

    • Data Quality
      • Get Started with Data Quality
      • Assess the Quality of Data
      • Improve Data Quality
    • Reports & Dashboards for Salesforce Classic
      • Introduction to Reports and Dashboards
      • Create Reports with the Report Builder
      • Format Reports
      • Visualize Your Data with Dashboards and Charts
      • Share, Schedule, and Subscribe to Reports and Dashboards
      • Extend Your Reporting Strategy with the AppExchange
    • Chatter Administration for Salesforce Classic
      • Get Started with Chatter
      • Enable Feed Tracking
      • Create Publisher Actions
      • Approve Records from the Feed
      • Develop a Rollout Strategy
    • Salesforce CPQ Basics
      • Get Started with Salesforce CPQ
      • Learn About Quotes
      • Select Products
      • Calculate Prices
      • Generate PDF Quotes
      • Manage Contracts and Renewals
    • Salesforce CPQ Features
      • Continue Your CPQ Journey
      • Understand Product and Price Rules
      • Understand Advanced Approvals and Advanced Order Management
      • Discover How CPQ Treats Time

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