About

What You Will Learn

Understand basic Salesforce concepts, including the digital front office process tower, lead to cash journey, core CRM functions, best practices, and more
Review data management concepts, integrated sales, customer service, marketing operations, and proposal and business development needs in a systematic way
Use frameworks to build a business architecture and multi-year technology roadmap
Get familiar with Salesforce business processes and concepts such as account, contact, lead, and opportunity management; marketing campaigns; master data management (MDM); and lead scoring, grading, and activity management across the front office
Define and develop digital marketing challenges and strategy (people, process, brand, messaging, and ROI), measure campaign data, and create an end-to-end campaign in Salesforce

This product is intended for

  • Chief Executive Officer
  • Chief Operating Officer
  • Chief Information Officer
  • Chief Technology Officer
  • Salesforce Developer
  • Salesforce Consultant
  • Vice President Sales Operations
  • Vice President Marketing Operations
  • Front Office Executive
  • Customer Solutions Architect

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