Join Christopher Matthew Spencer for an in-depth discussion in this video Clouds, part of Learning Salesforce Admin.
- [Instructor] Let's gain a greater understanding…of Salesforce Clouds.…A cloud is the term Salesforce uses…to define a particular flavor of their service.…By service, I mean Software as a Service.…In other words, the product that Salesforce offers…to you online without the need to maintain your own server…or install software on your computer.…Salesforce runs entirely online,…and of course that means it needs an internet connection.…There are eight core Salesforce Clouds,…plus other useful services.…
First there's the Sales Cloud.…Sales Cloud tracks customer information and interactions,…accelerates sales, and it permits managers…to review online sales pipelines, team progress,…and make decisions from transparent current data.…Service Cloud is for customer service agents…and empowers agents with shared data,…document and file management, rapid solution space,…personalized engagement, accountability,…predicting needs, faster intelligence,…and streamlining support by strengthening knowledge…between agents with real-time data visibility…
AuthorChristopher Matthew Spencer
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies
Skill Level Intermediate
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1. Getting Prepared
2. Users and Data Visibility
3. Working with Salesforce
4. Customizing, Branding, and Social
6. Data Management
7. Data Security
Next steps1m 14s
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