This course has something for everyone to begin managing your accounts and contacts.
- [Instructor] The purpose of this course is to provide quick-to-action videos around how to design your Salesforce org for success. The goal of this course is to provide you with a better conceptual knowledge and strategic mindset of the why or value of designing your Salesforce org with best practices and design concepts. We're going to be looking into something that Salesforce offers called Trailheads. Trailheads provides developers and administrators like yourself, a guided learning path through the key features of Salesforce using a set of interactive online tutorials.
So they're set up as modules. Now this course is not meant as a replacement but actually to compliment Trailheads. So let's hop into the Trailhead site and check out some of these modules. So here is the Trailhead site. I'd like you to go to Modules. I would like you to go to intermediate. So as you can see, after intermediate, you also can filter by the products. Community cloud, app cloud, lightning experience, sales cloud, which is really what we're focused on today. You can also search if you want to search for anything specific. So we're going to go out of here and I'm going to give you a list of trailheads that I would like you to take not before, not after, but during our actual course.
So here they are. So while we're going through accounts and contacts, take a peak at accounts and contacts. While we're building an account, check out the reassessment wizard. Definitely look at reports and dashboards because eventually all that data is gonna end up in either a report or a dashboard. Also I know we don't have to build advanced formulas but it's a great thing to know what they are. Change management is also excellent. And also I would like you to take, it's just for contact, but it's called edit household and contact information and it's just a really good, insightful way of looking at how to address the contact.
So there you go. There's your trailheads. Again, I'd like you to go through, you don't have to use all of these. You can even search for the ones that maybe you'd like to take that don't apply to these. But regardless, check out the modules. They're a great compliment and I think they'll really help you to instill some great knowledge and some best practices for these courses.
- Creating a 360-degree view
- Managing accounts and contacts
- Page layout sections overview
- Account names, parent names, and site names
- Managing external IDs and account numbers
- Using Data.com
- Building a data model
- Extracting, transforming, and loading
- Locking opportunities on non-active accounts
- Creating scorecards
- Updating account status
- Monitoring contract renewal dates
- Using Contact Roles