Salesforce Training Video For Beginners - 2 | Sales Cloud Training |Salesforce Tutorial |Simplilearn
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Published 2016-03-30
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This Salesforce Training Video will help you understand what is sales cloud in Salesforce, creating and converting leads in salesforce, creating accounts, products, opportunities and activities in Salesforce. Most sales teams are challenged with managing inbound leads, including assignment, logging activities, and follow-up. The leads object in Salesforce allows sales managers to assign inbound leads from websites through leads assignment rules. The activities object allows for the reporting of tasks such as outbound calls, and events, such as in-person meetings, lastly reports can be created to display closing rates and average length of sales cycles.
This Salesforce Training Video will explain:
1. How to create a lead as well converting the leads
2. How to create accounts, contacts, and email templates
3. How to create price books, products, opportunities and activities
4. How to create a web-to-lead form and leading assignment rules
6. Record Types
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All Comments (15)
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š„Become A Full Stack Developer Today: www.simplilearn.com/pgp-full-stack-web-developmentā¦ Do you have any questions on this topic? Please share your feedback in the comment section below and we'll have our experts answer it for you. Thanks for watching the video. Cheers
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I don't do this function, but I need to know the basics. This does that and a bit more. Definitely appreciated.
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The video context is straight to the point and understandable. Thank you for sharing..
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This video is really resourceful. I am following along and converting to the Lightning experience as well as the Classic version. Thank you!
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Excellent and very precise content. I learned a LOT seeing this video. Thank you.
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Thanks again
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Thank you for these Salesforce videos which are insightful and inspirational to progress the many steps required in qualifying for the Salesforce Administrator certification.
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Awesome video, wish u guys could another updated version. Tx
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God bless you Bro
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A couple time you said something along the lines of "I wish Salesforce could do this, but this is just the way it is..." Why not mention custom fields? Are you primarily targeting people who dont have Enterprise or better?
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What is a Round Robin in the context of this video? Is it computer code (unavailable in Salesforce) to determine lead assignment/designation?
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I have a little bit of a hearing issue. Are transcriptions of these three videos available?
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you missed reports section
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The screen is blury so the video is not as effective as it could be