So after bumbling around for a while and learning where everything was at, I went on to the next video in line.
Getting Started: Using the Sales Cloud
Now this is what I had been looking for from the start. A nice walk thru on what my day to day life will look like as a sales rep using the Salesforce platform. If anything was confusing before this really cleared it up.
It starts off with Lead creation and a good tip on making sure you do not duplicate information that is already in the system. Then it goes over the normal steps necessary to qualify that Lead, create an Account, add Contact information and tie it all to an Opportunity.
Throughout this video the presenter keeps reminding you that most of the fields and layouts of the Salesforce platform can be adjusted to meet the company's specific needs. What we are looking at here and on our dev org is simply the standard fields and layout.
I am going to go over this video a few more times then come up with a few of my own scenarios in my dev org. Converting Leads, editing data, adding Contacts and really anything else I can think of within the standard implementation.
Wish me luck!!
Getting Started: Using the Sales Cloud
Now this is what I had been looking for from the start. A nice walk thru on what my day to day life will look like as a sales rep using the Salesforce platform. If anything was confusing before this really cleared it up.
It starts off with Lead creation and a good tip on making sure you do not duplicate information that is already in the system. Then it goes over the normal steps necessary to qualify that Lead, create an Account, add Contact information and tie it all to an Opportunity.
Throughout this video the presenter keeps reminding you that most of the fields and layouts of the Salesforce platform can be adjusted to meet the company's specific needs. What we are looking at here and on our dev org is simply the standard fields and layout.
I am going to go over this video a few more times then come up with a few of my own scenarios in my dev org. Converting Leads, editing data, adding Contacts and really anything else I can think of within the standard implementation.
Wish me luck!!
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