In this Implement video, you’ll learn how to manage core Salesforce objects in Sales Cloud. We'll review basic field setup and page layouts for core Salesforce objects. In addition, you'll learn tips for user management, activities, and enhanced related lists.
For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: cs.salesforce.com/portraits/a...
0:00 Intro and Overview
0:16 Learning Objectives
0:34 Sales Process
1:16 Core Objects
2:00 Opportunity Stages
2:18 Demo: Admin Experience
8:44 Setup Best Practices
9:48 Demo: Users, Reset Password, Permission Sets
13:51 Duplicate Management
14:31 Automation Tools
15:11 Recap and Next Steps
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Implement: Sales Cloud: New Admin Fast Start
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments - including marketing, sales, commerce, and service - a single, shared view of every customer.