Lesson 3: Sales, Service, Analytics, Forecasting, Knowledge, and Productivity
Lesson Overview
This lesson develops practical skills in sales, service, analytics, forecasting, knowledge, and productivity for Salesforce Advanced Administration and Automation (ADX211).
Topics Covered
Advanced opportunity, product, forecast, territory, campaign, and sales productivity features
Case management, Omni-Channel, knowledge, entitlements, milestones, and service operations
Reports, dashboards, custom report types, formulas, snapshots, and executive analytics
Content, files, mobile, Lightning pages, Dynamic Forms, actions, and collaboration
Data enrichment, integrations, external systems, and master-data considerations
Business process optimization and user acceptance
Practical Activity
Configure or analyze a scenario involving advanced opportunity, product, forecast, territory, campaign, and sales productivity features.
Build and validate an exercise covering case management, omni-channel, knowledge, entitlements, milestones, and service operations and reports, dashboards, custom report types, formulas, snapshots, and executive analytics.
Use tests, logs, reports, or documentation to verify business process optimization and user acceptance.
Key Takeaways
Explain advanced opportunity, product, forecast, territory, campaign, and sales productivity features in the context of Salesforce Advanced Administration and Automation (ADX211).
Apply practical methods for case management, omni-channel, knowledge, entitlements, milestones, and service operations and reports, dashboards, custom report types, formulas, snapshots, and executive analytics.
Test, document, and troubleshoot business process optimization and user acceptance.
