Implement: Sales Cloud: New Admin Fast Start

Overview

In this 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/aCe3y000000bmokCAA 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 #Salesforce #ExpertCoaching #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingVideo #SalesCloud