Optimize Sales Features for Lightning Experience

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Free Online Course: Optimize Sales Features for Lightning Experience provided by Trailhead is a comprehensive online course, which lasts for 4-5 hours worth of material. The course is taught in English and is free of charge.

Overview
  • Help your sales teams improve selling relationships and close more deals.

    • Guide your reps through opportunity stages with an optimized page layout.
    • Boost rep productivity with an activity timeline and integrated email.
    • Configure price books, templates, and contracts to help your sales reps sell products.
    • Resolve and prevent duplicate records to increase user confidence in your data.
    • Log your activities, target the right leads, and close more deals with AI for sales.
    • Learn how Sales Dialer can make sales teams more efficient and productive.

Syllabus
    • Path & Workspaces
      • Optimize Sales Processes with Path in Salesforce
      • Get Reps Working Efficiently in Workspaces
    • Sales Productivity
      • Help Your Reps Use Activities
      • Work Smarter in Calendar and Events
      • Send Email Through Salesforce
    • Products, Quotes, & Contracts
      • Create Price Books to Track Your Products
      • Configure Quotes for Your Customers and Track Contracts
    • Duplicate Management
      • Improve Data Quality in Salesforce
      • Resolve and Prevent Duplicate Data in Salesforce
    • Sales Cloud Einstein
      • Increase Sales Productivity
      • Automate Sales Activities
      • Target the Best Leads
      • Close More Deals
      • Connect with Your Customers and Create New Business
      • Improve Sales Predictions
    • Sales Dialer
      • Get Started with Sales Dialer
      • Increase Sales Rep Productivity
      • Monitor Sales Calls and Create Reports