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Salesforce Administration

Sales and Marketing Applications

Salesforce has many out-of-the-box tools for its functionality as a customer relationship management (CRM) system. This course will teach you how to manage leads, enter and track opportunities, utilize Chatter, and work with campaigns.

Salesforce has many out-of-the-box tools for tracking leads, sales, and running campaigns. In this course, Salesforce Administration: Sales and Marketing Applications, you’ll learn to leverage sales and marketing functionality on the Salesforce platform. First, you’ll explore leads and opportunities for tracking sales. Next, you’ll discover campaigns for better organization of sales activity and communicating with contacts. Finally, you’ll learn how to utilize Chatter and reports for better understanding of sales and marketing activity. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce sales and marketing functionality needed to support out-of-the-box Salesforce platform implementations.

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What's inside

Syllabus

Course Overview

Selling with Sales Cloud

Exploring Other Opportunity Details

Mastering Campaigns

Reporting and Scoring

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

This course introduces building blocks of Salesforce, such as leads, opportunities, campaigns, Chatter, and reporting

Taught by Scott Lee, a recognized instructor on the topic

Covers managing leads, entering and tracking opportunities, utilizing Chatter, and working with campaigns

Geared towards professionals seeking a comprehensive understanding of Salesforce's sales and marketing applications

Provides foundational knowledge for supporting Salesforce implementations in a sales and marketing context

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Salesforce Administration: Sales and Marketing Applications with these activities:

Follow Salesforce Trailhead Modules

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Gain practical experience with Salesforce through interactive tutorials and hands-on exercises.

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Create a Salesforce Trailhead account
Enroll in the Sales Cloud Fundamentals and Marketing Cloud Fundamentals trails
Complete the modules and hands-on challenges
Refer to the Salesforce documentation for further clarification

Create and Manage Sample Sales Records

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Develop proficiency in creating, updating, and managing sales records in Salesforce.

Browse courses on Lead Management

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Create a test Salesforce sandbox environment
Create sample leads, opportunities, and campaigns
Practice managing these records, including updating status, adding notes, and assigning owners
Review the Salesforce documentation for best practices

Participate in a Salesforce Hackathon

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Challenge your skills, collaborate with others, and showcase your expertise in Salesforce development.

Browse courses on Salesforce Development

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Find a Salesforce hackathon to participate in
Form a team or work individually to develop a Salesforce solution
Submit your solution and compete for prizes and recognition
Network with other Salesforce professionals and learn from industry experts

Show all three activities

Career center

Learners who complete Salesforce Administration: Sales and Marketing Applications will develop knowledge and skills that may be useful to these careers:

Salesforce Administrator

Salesforce Administrators configure and manage Salesforce systems according to the unique business needs of their organizations. They automate processes and customize Salesforce to improve efficiency and productivity. This course provides foundational knowledge of Salesforce’s sales and marketing capabilities, including lead management, opportunity tracking, and campaign creation. With these skills, you can support successful Salesforce implementations and contribute to effective sales and marketing strategies.

See salaries and explore the career path for Salesforce Administrator

Sales Manager

Sales Managers lead and motivate sales teams to achieve revenue goals. They develop and implement sales strategies, forecast sales, and manage customer relationships. This course provides insights into Salesforce’s sales tools, like lead management and opportunity tracking. By understanding how Salesforce can support sales processes, you can make data-driven decisions, optimize sales performance, and contribute to increased revenue generation.

See salaries and explore the career path for Sales Manager

Marketing Manager

Marketing Managers plan and execute marketing campaigns to promote products or services and build brand awareness. They analyze market trends, develop marketing strategies, and manage marketing budgets. This course covers Salesforce’s marketing capabilities, including campaign creation and management. By learning how to leverage Salesforce to track campaign performance, you can demonstrate your understanding of marketing automation and campaign effectiveness.

See salaries and explore the career path for Marketing Manager

Business Analyst

Business Analysts study business needs and develop solutions to improve efficiency and productivity. They analyze processes, identify areas for improvement, and recommend solutions. This course provides a foundation in Salesforce’s sales and marketing functionality, allowing you to understand how Salesforce can address business challenges. By combining your analytical skills with knowledge of Salesforce, you can contribute to data-driven decision-making and drive business value.

See salaries and explore the career path for Business Analyst

Project Manager

Project Managers plan, execute, and close projects to achieve specific goals. They manage project scope, budget, and timeline, and ensure project deliverables meet stakeholder expectations. This course provides an overview of Salesforce’s sales and marketing applications, which can be used to track project progress, manage client relationships, and communicate project updates. By understanding how Salesforce supports project management, you can enhance your ability to deliver successful projects.

See salaries and explore the career path for Project Manager

Salesforce Developer

Salesforce Developers build and customize Salesforce applications to meet the specific needs of organizations. They use programming languages and tools to create custom solutions, integrate Salesforce with other systems, and enhance functionality. This course provides a foundation in Salesforce’s sales and marketing capabilities, which are essential for Salesforce Developers to understand. By gaining knowledge of these core concepts, you can support the development of robust and effective Salesforce solutions.

See salaries and explore the career path for Salesforce Developer

Marketing Analyst

Marketing Analysts collect, analyze, and interpret data to measure the effectiveness of marketing campaigns and strategies. They provide insights into customer behavior, market trends, and campaign performance. This course covers Salesforce’s reporting capabilities, which are essential for marketing analysts to track campaign performance and demonstrate ROI. By understanding how to use Salesforce to generate reports and analyze data, you can contribute to data-driven marketing decisions and improve campaign effectiveness.

See salaries and explore the career path for Marketing Analyst

Customer Relationship Manager (CRM) Manager

CRM Managers oversee the implementation and management of customer relationship management (CRM) systems, including Salesforce. They ensure that CRM systems are aligned with business objectives, and they train and support users. This course provides foundational knowledge of Salesforce’s sales and marketing capabilities, which are essential for CRM Managers to understand. By gaining a comprehensive understanding of Salesforce’s functionality, you can effectively manage CRM systems, optimize customer interactions, and drive business growth.

See salaries and explore the career path for Customer Relationship Manager (CRM) Manager

Data Analyst

Data Analysts collect, clean, and analyze data to identify trends, patterns, and insights. They use data to solve business problems and improve decision-making. This course covers Salesforce’s reporting capabilities, which are essential for data analysts to extract and analyze data. By learning how to use Salesforce to generate reports and analyze data, you can contribute to data-driven decision-making and improve business outcomes.

See salaries and explore the career path for Data Analyst

Account Manager

Account Managers build and maintain relationships with clients to drive revenue and ensure customer satisfaction. They manage client accounts, track sales pipelines, and provide ongoing support. This course provides foundational knowledge of Salesforce’s sales and marketing capabilities, which are essential for Account Managers to understand. By gaining a comprehensive understanding of Salesforce’s functionality, you can effectively manage client relationships, track sales opportunities, and contribute to business growth.

See salaries and explore the career path for Account Manager

Marketing Operations Manager

Marketing Operations Managers plan and execute marketing campaigns, and they oversee the day-to-day operations of marketing departments. They manage budgets, track campaign performance, and ensure alignment with business objectives. This course covers Salesforce’s marketing capabilities, including campaign creation and management. By learning how to leverage Salesforce to plan and execute marketing campaigns, you can demonstrate your understanding of marketing automation and campaign effectiveness.

See salaries and explore the career path for Marketing Operations Manager

Salesforce Consultant

Salesforce Consultants advise clients on how to implement and use Salesforce effectively. They assess client needs, develop implementation plans, and provide ongoing support. This course provides foundational knowledge of Salesforce’s sales and marketing capabilities, which are essential for Salesforce Consultants to understand. By gaining a comprehensive understanding of Salesforce’s functionality, you can effectively advise clients and help them achieve their business goals.

See salaries and explore the career path for Salesforce Consultant

Technical Support Specialist

Technical Support Specialists provide technical assistance to customers, troubleshoot problems, and resolve issues. They may specialize in a particular software or product, such as Salesforce. This course provides foundational knowledge of Salesforce’s sales and marketing capabilities, which are essential for Technical Support Specialists to understand. By gaining a comprehensive understanding of Salesforce’s functionality, you can effectively assist customers and help them resolve their issues.

See salaries and explore the career path for Technical Support Specialist

Product Manager

Product Managers define and manage the development and launch of new products or features. They conduct market research, analyze customer feedback, and work with engineering teams to bring products to market. This course covers Salesforce’s sales and marketing capabilities, which can be used to track customer feedback, manage product launches, and analyze market trends. By understanding how Salesforce supports product development and launch, you can contribute to the success of new products and features.

See salaries and explore the career path for Product Manager

Marketing Specialist

Marketing Specialists develop and execute marketing campaigns, and they manage marketing budgets and track campaign performance. They may specialize in a particular area of marketing, such as digital marketing or social media marketing. This course covers Salesforce’s marketing capabilities, including campaign creation and management. By learning how to leverage Salesforce to plan and execute marketing campaigns, you can demonstrate your understanding of marketing automation and campaign effectiveness.

See salaries and explore the career path for Marketing Specialist

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Salesforce Administration: Sales and Marketing Applications.

Salesforce For Dummies

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Beginner's guide to Salesforce. It provides a comprehensive overview of the platform and its features.

Salesforce For Dummies (For Dummies: Learning Made...

Paperback

Salesforce For Dummies (For Dummies (Business &...

Paperback

Salesforce Service Cloud For Dummies

Paperback

Salesforce For Dummies

Kindle Edition

Salesforce Service Cloud For Dummies

Kindle Edition

The Sales Wizard's Secrets of Sales Management :...

Save

Is the official Salesforce Communities user guide. It provides comprehensive documentation on all of the platform's community features.

The Sales Wizard's Secrets of Sales Management :...

Paperback

Check price

The Sales Wizard's Secrets of Sales Management :...

Kindle Edition

Check price

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Salesforce Development With Real-Time Project

Time

68 hours

Level

Intermediate

Via

Pluralsight

Instructor

Scott Lee

Language

English

Good to know

This course introduces building blocks of Salesforce, such as leads, opportunities, campaigns, Chatter, and reporting

Taught by Scott Lee, a recognized instructor on the topic

Covers managing leads, entering and tracking opportunities, utilizing Chatter, and working with campaigns

Geared towards professionals seeking a comprehensive understanding of Salesforce's sales and marketing applications

Provides foundational knowledge for supporting Salesforce implementations in a sales and marketing context

Share and help others discover this course.

Facebook

Link

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