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Quotes & Quote Templates So now we are in the opportunity management section of the course. So let’s talk about quotes in some more detail. As in the previous lecture on quotes, I showed you how to make quotes in Salesforce and how to relate them to an opportunity record in Salesforce. So this is the quote record that we created previously, and here we have added some products, products also. So once I click on the Create PDF Standard button in the quotes, you will see that all the…

Managing Leads and Campaigns Let’s get started with the Leads and Marketing section of the exam guide. So basically, leads are your prospects for your company and your organization, which are separate from your contacts and opportunities in your sales force. And after you’ve qualified your lead records, you can convert them to contacts, accounts, and opportunities with a single click in your lead record. And leads are something that is mostly used by the marketing team of your organization, which creates lead records in the salesforce depending upon outbound…

Introduction Hi everyone. My name is Rashad, and welcome to my course, “Salesforce Sales Cloud Consultant Certification,” where we will learn the power of Sales Cloud, which is offered by Salesforce. In this course, we will discover the true power of the Salesforce Sales Cloud Platform by learning all of the concepts that any Sales Cloud consultant must understand. Some of the major topics we will cover include industry knowledge, where we will learn about the best industry practises followed by Sales Cloud consultants all over the world. Then we…

Sales Cloud Data Integrations Now, let’s look at some of the standard Salesforce integrations that Salesforce provides out of the box. So simply go to the setup menu and search for “integrations” or “data integrations.” Now, you’ll have several options here. Simply click on “Data Integration Rules,” and you’ll be able to see some integration rules already available in your Salesforce. These are now included when you purchase a Salesforce for Sales cloud instance or a free developer account. Now, what these data integration rules do is keep your data…

Factors that influence sales metrics, KPIs, and business challenges. Now, before we begin, let me tell you that the course covers a lot of theoretical topics as well, like sales metrics, implementation strategies, and various other best practises that are followed around the world by the Sales Cloud consultants. And these are very theoretical topics, and you might find yourself exhausted by all of this theoretical bombardment. But all of these topics and all of this knowledge are very, very useful for any sales cloud consultant, both in terms of…

Best Salesforce Implementation Practices Goals of your salesforce CRM is very important as it will help you get the most from your investment, and it’s very important to roll out functionality early and start with small goals that track against your overall vision. Now, some organisations might use Salesforce simply for tracking opportunities, while others might have a more complex sales methodology implemented in their organisation that uses leads extensively and then opportunities and cases as well. So once you know what exactly is required without wasting much time on…

Set Up Contacts to Multiple Accounts So in this video, we’re going to see how to associate a single contact with multiple accounts. So this situation mostly arises in large organisations where a single contact is responsible for handling multiple headquarters or multiple locations of a common business or common organizations. So in that case, if that organization, for example, is your customer, and if you have multiple accounts hierarchies for that customer made in your salesforce, then adding that particular contact to each account is not a very good…

Sales Cloud Consultant Exam Guide Hi and welcome to the course. So let’s get started with the sales force. Sales cloud certification First, let me introduce you to the exam guide for the certification. The course will follow the exam guides so that you can relate to and learn everything that might come up in the examination. So this is the trailhead link, and you can use it to get yourself familiar with the Sales Cloud Certification and this exam guide. I’ll leave the link to this page in the…

Introduction to cron Hello, students, and welcome! In this section, we are going to cover automate tasks by scheduling jobs in Linux. Our objective in this section is to learn how to use Cron or Anacreon to run jobs at regular intervals and use AT to run jobs at specific times. The knowledge areas that we’re going to cover are how to manage Cron and Et jobs, how to configure user access to Cron and Et services, and how to configure Anacreon. So Cron is a time-based job scheduler. It…

Add users Hello, students, and welcome! We are starting off a new section, and it’s on administrative tasks. In this first lecture, we’re going to show you how to add a user to a Linux machine. Currently, we’re logged into an Ubuntu machine. So let’s start. I’m going to use sudo and just assume that I don’t have root user access on it, although I do, but I want to show you how to use sudo. So type sudo add user and then the name of the user. Let’s call…