Salesforce Lightning Admin concepts in Sales / Service Cloud
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:
What is Salesforce and Why has it become so popular?
Salesforce Sales Cloud
Topics to be covered in Sales Cloud:
Practical example of Sales process flow in Sales Cloud.
Leads
Import, Mass Delete, Mass Email, Add Leads to Campaign, List Views, Converting Leads.
AccountsContacts
Opportunities
Creating Email Templates / Sending Emails
Price Books
Products
Tasks / Events
Web-to-Lead
Lead Assignment Rules
Lead Queue
Auto Response Rules
Campaigns
Salesforce Service Cloud
Topics to be covered in Service Cloud:
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
Workflows / Approval Process in Salesforce
Process Builder in Salesforce
Data Loader – Extracting / Inserting / Modifying / Deleting records in Salesforce.
Introduction & Setup
Introduction to Salesforce and Why you need it?
You will learn how to create your own Developer Org
You will learn how to create your domain
You will learn how to create your namespace
Salesforce Sales Cloud
What is Sales Cloud and why do you need it?
This lecture will cover: Products, Leads , Accounts, Contacts, Opportunities, Price Books, Campaigns, Orders, Tasks and Events in Lightning environment with practical examples.
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
Topics to be thought in this section.
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
Description about the scenarios to be developed in Workflow & Process Builder in the next two lectures
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.
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
Data Management in Salesforce - Scenario to be developed in this section
In this lecture you will learn how to do Data Management using Data Import Wizard / Data Export.
In this lecture you will learn how to Insert, Update, Delete & Extract bulk records using Apex Data Loader.
