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Salesforce.com, Part 3: Importing, Manage a Team

with expert John Wiley & Sons

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Course at a glance

Included in these subscriptions:

  • Creative Design Power Pack
  • Power Pack Plus

Release date Release date 3/3/2015
Level Level Beginner
Runtime Runtime 1h 28m
Platform Platform Major browsers on Windows Major browsers on Windows Major browsers on Mac OSX Major browsers on Mac OSX Mobile Devices Mobile Devices
Published eBooks Published eBooks Included
Hands-on labs Hands-on labs N/A
Sample files Sample files N/A
Exams Exams N/A

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Course description

Salesforce.com is a customer relationship management (CRM) tool that allows you to manage contacts, and track sales activity including leads, sales, and customers. In this three part learning series, get to know Salesforce CRM concepts and user interface. Learn how to manage leads, work with contacts, and track sales opportunities. Make your sales data meaningful with existing or customized reports and Dashboards.


This course assumes very little familiarity Salesforce.com. This course is part of 3 courses; Salesforce.com: Introduction; Salesforce.com: Leads and Dashboards; and Salesforce.com: Importing, Manage a Team. Please be sure to view the courses in order if you are new to the material.

Meet the expert

John Wiley & Sons Our Creative Design courses are presented by experts from Wiley Publishing. Wiley is a global provider of knowledge and knowledge-enabled services that improve outcomes in areas of research, professional practice, and education. They are the publisher of award-winning journals, encyclopedias, books, and online products and services.

Course outline

Importing, Manage a Team

Importing (18:33)
  • Introduction (00:10)
  • Advanced Salesforce Overview (01:05)
  • Salesforce and Social Networks (04:19)
  • Import Accounts and Contacts (02:58)
  • Prepare Data for Importing (03:10)
  • Fields Not in Salesforce (01:21)
  • Running the Import (05:17)
  • Summary (00:10)
Data.com, Configure Salesforce (20:01)
  • Introduction (00:10)
  • Using Data.com (04:14)
  • Data.com Prospector (01:47)
  • InsideView (01:25)
  • Creating Custom Views (04:40)
  • Sharing Views (01:47)
  • Configuring Salesforce (01:44)
  • Customize Your Tabs (01:25)
  • Reminder Preferences (00:55)
  • Email Signature (01:38)
  • Summary (00:10)
Sales Cycle and Meetings (21:54)
  • Introduction (00:10)
  • Managing a Sales Team Overview (00:47)
  • Plan Your Sales Cycle (01:48)
  • Understanding Sales and Stages (04:15)
  • Advanced Process Tailoring (04:38)
  • Run Sales Meetings (01:12)
  • Sales Meeting Agenda (01:35)
  • Preparing Your Team (01:39)
  • Using Salesforce Dashboards (05:37)
  • Summary (00:10)
Collaboration and Coaching (28:21)
  • Introduction (00:10)
  • Collaborate with Your Team (03:29)
  • Check Your Chatter Feed (01:39)
  • Other Collaboration Tools (01:47)
  • Identify Coaching Opportunity (04:32)
  • Dashboards for Coaching (05:00)
  • Reviewing Salesforce Records (03:12)
  • Best Practices (03:47)
  • Improving Salesforce (02:00)
  • Ongoing Training (02:31)
  • Summary (00:10)