Salesforce: Sales Automation for Salespeople
This course provided an overview of how to use Salesforce for sales automation. The course began with an introduction to sales automation, highlighting tasks that can be automated in Salesforce, followed by detailed instructions on setting up automation for email and calendar syncs, synced accounts, and using tools like Einstein Email Insights and Lead Scoring.
It also explored the importance of sales cadences, demonstrating how to set up and report on them effectively. The final section introduced the concept of work queues, explaining their role in tracking tasks for sales representatives, and introduced Salesforce AppExchange for integrating additional third-party apps to enhance the Salesforce experience.
I enjoyed the nature of this course and how it broke down complex Salesforce features. The skills I gained will help me streamline sales processes and improve efficiency in any sales-driven role I take on.