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Salesforce Admin Certification Preparation – Sales and Marketing, Service and Support Applications

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Salesforce Admin Certification Preparation – Sales and Marketing, Service and Support Applications

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Prepare for Admin Certification and dive into Sales and Marketing Application, Service and Support Application.

00:00 – Introduction
00:55 – Agenda
02:47 – Who is Salesforce Admin?
07:23 – Syllabus and Focus Topics
11:08 – Sales and Marketing Application (Outline)
13:53 – CRM Lifecycle
19:32 – Sales Path, Business Process, Kanban, Key Fields, Guidance for Success
27:02 – Lead Conversion
34:19 – Einstein Lead Scoring, Einstein Opportunity Scoring
37:45 – Lead Scoring Considerations
40:40 – Opportunity Scoring Considerations
43:03 – Opportunity Forecast
46:45 – Homepage Assistant
48:35 – Campaign and Campaign Members
54:15 – Service and Support Application (Outline)
55:29 – Case Management
58:37 – Queues
01:04:23 – Standard Automation, Assignment Rule, Auto-response Rule, Web-to-Lead, Web-to-Case, Email-to-Case
01:07:31 – Escalation Rule and Early Triggers
01:10:54 – Exam Tips and Resources
01:16:39 – Upcoming Plan and Closing Note

++ Admin Preparation Guide ++
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** Admin Video Playlist **
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Admin Preparation Session – Security Model – User Management
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Salesforce Admin Certification Preparation – Data Management – Analytics
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Salesforce Admin Certification Preparation – Process Automation
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Salesforce Admin Certification Preparation – Object Manager App Builder, Productivity, Collaboration
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Community Group Leader
Nishant Singh Panwar
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Email: nishant.panwar@trailblazercgl.com
Blog: www.nishantforce.com

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