|
所在平台: Udemy |
课程主页: https://www.udemy.com/course/salesforce-essentials/
课程评论：没有评论
课程名称：Salesforce Essentials 课程概述：本课程为希望快速上手Salesforce的用户提供了一系列学习内容。课程由认证的Salesforce管理员Mia Huffman主讲，详细讲解如何首次使用Salesforce。您将学习如何浏览界面，并开始创建管理销售过程中所需的关键元素。此外，课程还涵盖了如何跟踪活动和管理信息，包括如何创建自定义视图和搜索特定数据。 课程内容包括： - 登录及在线界面的导航 - 创建和管理潜在客户（Leads）、账户（Accounts）、联系人（Contacts）和商机（Opportunities） - 针对这四个常见对象跟踪活动 - 转换潜在客户 - 推进商机到销售过程的各个阶段 - 创建和使用自定义视图 - 系统搜索 注意：本课程主要使用Salesforce Lightning Experience界面。课程时长超过一小时，以高质量高清内容呈现，采用“独特引人入胜”的Bigger Brains教学风格。 课程目标：完成本课程后，您将能够使用Salesforce管理潜在客户、账户、联系人和商机，并跟踪与这些对象相关的活动。 目标受众：任何公司已订阅Salesforce并需要学习软件基础的人员。
Everything you need to know to start using Salesforce todayHas your company started using the Salesforce website? Do you need to get up to speed quickly? If so, then this course is for you. Our certified Salesforce Administrator, Mia Huffman, walks you step-by-step through using Salesforce for the first time so you will be able to successfully get started.You'll learn to navigate the interface and start creating all of the key elements necessary. Then you will learn how to track activities and manage your information through the stages of your sales process. You'll also learn how to create custom views and search the system for specific data.By the end of this course, you will be able to get started using many of the features of Salesforce to manage Leads, Accounts, Contacts, and Opportunities and track your sales activity against these objects.Topics covered include:Logging in and navigating the online interfaceCreating and managing Leads, Accounts, Contacts, and OpportunitiesTracking activities against each of these four common objectsConverting LeadsProgressing Opportunities through all of the stages of the saleCreating and using Custom ViewsSearching the systemNote: This course primarily uses the Salesforce Lightning Experience interface.Enjoy over an hour of high-quality HD content in the "Uniquely Engaging"TM Bigger Brains Teacher-Learner style!Course Goal: By the end of this course, you will be able to start using Salesforce to manage Leads, Accounts, Contacts, and Opportunities and track your activity against these objects.Target Audience: Anyone whose company has subscribed to Salesforce and who needs to learn the basics of navigating the software
