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Salesforce Lightning Admin concepts in Sales / Service Cloud

Best course to learn Salesforce Sales / Service Clouds, Process Automation&Data Loader concepts in Lightning Environment
Vishal Saxena
51 students enrolled
English [Auto-generated]
You will be able to use the Salesforce Sales Cloud, Service Cloud and also perform various process automation techniques like Workflows & Process Builder
You will also be able to use Salesforce Data Loader to load the data into Salesforce (Insert, Modify, Delete) as well as Extract data from Salesforce.

This course is designed for beginners in Salesforce who would like to learn Sales & Service clouds of Salesforce (with all configuration), Process Automation & Data Loader in Sales / Service Clouds in Lightning Environment, for basic Admin Concepts please refer to my other course “Salesforce Lightning Administration Tutorial with Hands-On” in Udemy.

In this course you will learn:

  1. What is Salesforce and Why has it become so popular?

  2. Salesforce Sales Cloud

    1. Topics to be covered in Sales Cloud:

      1. Practical example of Sales process flow in Sales Cloud.

      2. Leads

        1. Import, Mass Delete, Mass Email, Add Leads to Campaign, List Views, Converting Leads.

      3. AccountsContacts

      4. Opportunities

      5. Creating Email Templates / Sending Emails

      6. Price Books

      7. Products

      8. Tasks / Events

      9. Web-to-Lead

      10. Lead Assignment Rules

      11. Lead Queue

      12. Auto Response Rules

      13. Campaigns

  3. Salesforce Service Cloud

    1. Topics to be covered in Service Cloud:

      1. Service Console

      2. Service Setup

      3. Queues

      4. Assignment Rules

      5. Escalation Rules

      6. Auto-Response Rules

      7. Web to Case

      8. Email to Case

      9. Creating / Publish Knowledge Articles

      10. Attach Knowledge Articles to Cases

  4. Process Automation in Salesforce

    1. Workflows / Approval Process in Salesforce

    2. Process Builder in Salesforce

  5. Data Loader – Extracting / Inserting / Modifying / Deleting records in Salesforce.

Introduction & Setup

Salesforce (What, Why, Who)?

Introduction to Salesforce and Why you need it?

Creating your own Developer Org

You will learn how to create your own Developer Org 

Create and Enable Custom Domain

You will learn how to create your domain

Create your own namespace

You will learn how to create your namespace

Salesforce Sales Cloud

Introduction to Sales Cloud

What is Sales Cloud and why do you need it?

Example Scenario in Sales Cloud Part 1

This lecture will cover: Products, Leads , Accounts, Contacts, Opportunities, Price Books, Campaigns, Orders, Tasks and Events in Lightning environment with practical examples.

Example Scenario in Sales Cloud Part 2

This lecture will cover: Various functionalities of Leads (like importing, Mass Delete, Add Leads to Campaign, List Views, Converting Leads), Creating email templates, Sending emails via. Salesforce, Web to Lead Conversion, Lead Assignment Rules, Lead Queues and Auto Response Rules in Lightning environment with practical examples.

Salesforce Service Cloud

Introduction to Service Cloud

Topics to be thought in this section.

Example Scenario in Service Cloud

The following topics are covered in this lecture: Service Console, Service Setup, Queues, Assignment Rules, Escalation Rules, Auto-Response Rules, Web to Case, Email to Case, Creating / Publish Knowledge, Articles, Attach Knowledge Articles to Cases

Process Automation in Salesforce

Workflow / Process Builder - Scenario to be Developed

Description about the scenarios to be developed in Workflow & Process Builder in the next two lectures

Salesforce Workflow / Approval Process - Practical Example

Following are the scenario's explained in this lecture:

  • Create a Workflow on Account object with the following Workflow Actions:
  • New Task – Create a new task and assign it to a user with status – ‘In Progress’, priority – ‘High’, subject – ‘New Hot Account Created’, due date – ‘Rule Trigger Date’ + 10 and comment – ‘New Hot Account Created’.
  • Create an email template ‘New Hot Account’ with Udemy Letter head and use it in the email.
  • Email Alert – Send an email to one of the users.
  • Field Update – Update the Field Account Description
  • The workflow should be triggered only for those accounts where the Account Rating is ‘Hot’.
  • Create an Approval Process on Opportunity object when Stage = ‘Closed – Won’ and amount between 1 million to 10 million.

Process Builder - Practical Example

In this lecture you will learn how to create a process builder with 3 different entry criteria's and 5 different actions on Opportunity Object.

Data Management in Salesforce

Scenario to be Developed

Data Management in Salesforce - Scenario to be developed in this section

Practical Example of using Data Import / Export Wizard

In this lecture you will learn how to do Data Management using Data Import Wizard / Data Export.

Practical Example of using Data Loader (Insert, Update, Delete & Extract Data)

In this lecture you will learn how to Insert, Update, Delete & Extract bulk records using Apex Data Loader.

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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7 hours on-demand video
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