Salesforce Tutorial For Beginners | Introduction To Salesforce | Salesforce Training | Simplilearn

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  • เผยแพร่เมื่อ 21 ธ.ค. 2024

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  • @SimplilearnOfficial
    @SimplilearnOfficial  3 ปีที่แล้ว +14

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  • @jieadee1355
    @jieadee1355 3 ปีที่แล้ว +303

    Here are the timestamps for the topics:
    Overview - 1:23
    Introduction - 1:45
    Salesforce Editions - 3:04
    Homepage Customization- 5:19
    User Management - 8:27
    Creating and Customizing Tabs - 14:19
    Creating an App - 17:09
    Uploading a Company Logo - 20:41
    Company Information Page - 23:00
    System Overview Page - 25:28
    Updating Fiscal Year (includes Business Hours) - 27:24
    Email Templates (includes Workflow & Approvals) - 30:00
    Key Takeaways - 32:57
    Lesson 2 - Sales Cloud - 34:40
    Leads Home Page 35:05
    Creating List Views - 38:24
    Creating and Converting Leads - 47:28
    Creating Accounts - 55:40
    Creating Contacts - 59:11
    Creating Email Templates - 1:00:51
    Sending Individual Emails (includes Page Layouts) - 1:06:49
    Sending Mass Emails - 1:11:51
    Creating and Managing Price Books - 1:16:48
    Creating Products - 1:20:55
    Creating Opportunities - 1:25:50
    Creating Activities: 1:33:00
    Creating a Web-to-Lead Form - 1:39:11
    Creating a Lead Assignment Rule - 1:44:15
    Creating a Lead Queue - 1:49:20
    Creating an Auto-Response Rule - 1:54:53
    Creating Campaigns - 1:57:57
    Record Types - 2:03:51
    Key Takeaway - 2:15:16
    Lesson 3 - Quote Templates 2:17:31
    Creating a Quote Record - 2:17:45
    Creating a Quote Record - 2:22:40
    Generating a Quote PDF - 2:25:52
    Emailing a Quote PDF - 2:28:02
    Key Takeaways - 2:37:11
    Lesson 4 - Service Cloud - 2:39:11
    Creating Cases - 2:39:34
    Creating Case Assignment Rules - 2:44:00
    Creating Case Escalation Rules - 2:51:34
    Creating Solutions - 3:00:41
    Enabling Knowledge - 3:05:11
    Configuring Knowledge - 3:08:44
    Creating a Web-to-Case Form - 3:15:43
    Creating an Email-to-Case Address - 3:22:11

    • @SimplilearnOfficial
      @SimplilearnOfficial  3 ปีที่แล้ว +7

      Thanks for watching our video and sharing your thoughts. Do subscribe to our channel and stay tuned for more. Cheers!

    • @s-man5647
      @s-man5647 2 ปีที่แล้ว +9

      very helpful. Thank you for sharing.

    • @charlie5116
      @charlie5116 2 ปีที่แล้ว +4

      Thank you this really helps me out.

  • @modelcitizen2028
    @modelcitizen2028 3 ปีที่แล้ว +65

    Good tutorial, better than the official SF channel. Narration is much better. Thanks for uploading.

  • @gamerholicgoat
    @gamerholicgoat ปีที่แล้ว +8

    This is officially my bible. I think you should sell this to salesforce, they need you 🏆

    • @SimplilearnOfficial
      @SimplilearnOfficial  ปีที่แล้ว

      Thank you for choosing us as your learning partner. We are thrilled to hear that you enjoyed your experience with us! If you are looking to expand your knowledge further, we invite you to explore our other courses in the description box.

    • @moon-blackradio5210
      @moon-blackradio5210 ปีที่แล้ว +1

      Hi do you have a Salesforce cert

    • @moon-blackradio5210
      @moon-blackradio5210 ปีที่แล้ว

      Hi

  • @SimplilearnOfficial
    @SimplilearnOfficial  4 ปีที่แล้ว +7

    Got a Question on this topic? Let us know in the comment section below 👇 and we'll have our experts answer it for you.

  • @trywellwashington7506
    @trywellwashington7506 3 ปีที่แล้ว +10

    15:55-15:58 You move that barely visible cursor quickly, do something, then say 'When I do x" when you've already done it and are now doing something else.

  • @MarcyVautour
    @MarcyVautour 2 ปีที่แล้ว +5

    Thank you for being inclusive and including closed captioning. This video is helpful.

  • @pebrain21
    @pebrain21 3 ปีที่แล้ว +19

    This is a nice training but I think that it should be really geared toward lightning...since it's the default user interface you get when you get a new instance of Salesforce. Also, it's the standard now.

    • @SimplilearnOfficial
      @SimplilearnOfficial  3 ปีที่แล้ว +3

      Keep learning with us .Stay connected with our channel and team :) . Do subscribe the channel for more updates : )

  • @pioternietz496
    @pioternietz496 2 ปีที่แล้ว +8

    Customer Relationship Management, or CRM for short.

    • @SimplilearnOfficial
      @SimplilearnOfficial  2 ปีที่แล้ว

      Thanks for watching our video and sharing your thoughts. Do subscribe to our channel and stay tuned for more. Cheers!

  • @ismartaviallinone999
    @ismartaviallinone999 10 หลายเดือนก่อน +3

    if this video is worth watch in 2024 or anything updated?

  • @natashasamuel9346
    @natashasamuel9346 3 ปีที่แล้ว +9

    Great class.
    Even though it was 4 hours long.
    Keep up the good work.
    Thank You,
    Natasha Samuel

    • @SimplilearnOfficial
      @SimplilearnOfficial  3 ปีที่แล้ว

      Keep learning with us .Stay connected with our channel and team :) . Do subscribe the channel for more updates : )

  • @hempiden
    @hempiden 3 ปีที่แล้ว +9

    This is a very awesome toturial. I am having a few question because I am new to Salesforce.
    I am wondering what editions (price package) is this that can access all function introduced in the video?
    I have do have more questions hope you can answer or share me resource to find out.
    1. In case we need a website for PR purpose that allow us to keep track with comment or marketing conversation that happen on that site. Does it a good idea to build a separate WordPress site, or we can build a website on Salesforce as well?
    2. How to create app for public client and client account and password to login on that salesforce app or website?

    • @SimplilearnOfficial
      @SimplilearnOfficial  3 ปีที่แล้ว

      Hi, Simplilearn provides online training across the world. We would be happy to help you regarding this. Please visit us at www.simplilearn.com and drop us a query and we will get back to you! Thanks!

  • @carleneprimus231
    @carleneprimus231 2 ปีที่แล้ว +1

    Thanks, this video was very informative.

  • @peruchitamolinera
    @peruchitamolinera 2 ปีที่แล้ว +4

    It is a nice tutorial. The question is how can you explain that to only business people who are not interested in how you create a field, etc.

    • @SimplilearnOfficial
      @SimplilearnOfficial  2 ปีที่แล้ว

      Hope you enjoyed our video! We have a ton more videos like this on our channel. We hope you will join our community!

  • @Radianlyt
    @Radianlyt 3 ปีที่แล้ว +1

    excellent resource!

  • @davidwilliam1925
    @davidwilliam1925 ปีที่แล้ว +1

    How can I start Salesforce

  • @hataril.8355
    @hataril.8355 3 ปีที่แล้ว +2

    This is very helpful... I hope you realize how many sentences you start with "So" or use "So". 😅

    • @SimplilearnOfficial
      @SimplilearnOfficial  3 ปีที่แล้ว

      Thanks for watching our video and sharing your thoughts. Do subscribe to our channel and stay tuned for more. Cheers!

  • @rouvronem6424
    @rouvronem6424 3 ปีที่แล้ว +3

    hi we need more videos about salesforce administration course thanks

    • @SimplilearnOfficial
      @SimplilearnOfficial  3 ปีที่แล้ว

      Thanks for watching our video and sharing your thoughts. Do subscribe to our channel and stay tuned for more. Cheers!

  • @hempiden
    @hempiden 3 ปีที่แล้ว +6

    Can you create a timestamp each session for this video?

    • @SimplilearnOfficial
      @SimplilearnOfficial  3 ปีที่แล้ว

      Hi, Simplilearn provides online training across the world. We would be happy to help you regarding this. Please visit us at www.simplilearn.com and drop us a query and we will get back to you! Thanks!

    • @johnbourgeois6598
      @johnbourgeois6598 3 ปีที่แล้ว +11

      @@SimplilearnOfficial Lololol swing and a miss

    • @marvin9860
      @marvin9860 3 ปีที่แล้ว

      @@SimplilearnOfficial ??

    • @SimPwear84
      @SimPwear84 3 ปีที่แล้ว

      @@marvin9860 You're replying to a bot lol

  • @resseeepanganiban8709
    @resseeepanganiban8709 ปีที่แล้ว +1

    ZOOM A LITTLE BIT CANNOT SEE DATA AS YOU PRESENTED TOO SMALL PEOPLE VAGUE EYEGLASS

  • @ARSHADKHAN-hc6pb
    @ARSHADKHAN-hc6pb 4 ปีที่แล้ว +3

    First view