Lesson 3: Automation, Integration, Analytics, and Sales Optimization
Lesson Overview
This lesson develops practical skills in automation, integration, analytics, and sales optimization for Salesforce Sales Cloud Administration (ADM251).
Topics Covered
Flows, approvals, validation, notifications, guided selling, and sales-process automation
CPQ, order, ERP, marketing, service, enrichment, and external-data integration concepts
Data migration, deduplication, enrichment, governance, and master-data practices
Adoption, coaching, enablement, change management, and user feedback
Business outcome validation and optimization roadmap
Practical Activity
Configure or analyze a scenario involving flows, approvals, validation, notifications, guided selling, and sales-process automation.
Build and validate an exercise covering cpq, order, erp, marketing, service, enrichment, and external-data integration concepts and reports, dashboards, pipeline, conversion, velocity, win rate, forecast, and activity metrics.
Use tests, logs, reports, or documentation to verify business outcome validation and optimization roadmap.
Key Takeaways
Explain flows, approvals, validation, notifications, guided selling, and sales-process automation in the context of Salesforce Sales Cloud Administration (ADM251).
Apply practical methods for cpq, order, erp, marketing, service, enrichment, and external-data integration concepts and reports, dashboards, pipeline, conversion, velocity, win rate, forecast, and activity metrics.
Test, document, and troubleshoot business outcome validation and optimization roadmap.
