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Learn B2B Product Fundamentals

Salesforce via Trailhead

Overview

Explore the Salesforce products that power digital transformation for B2B businesses.
  • Transform your businesses with a single, integrated CRM platform.
  • Grow your business, boost productivity, and make smart decisions with Sales Cloud.
  • Supercharge your agents with omni-channel tools and an intelligent service platform.
  • Get introduced to the platform, navigate use cases, and build custom functionality.
  • Use the commerce data model to plan, manage, and organize your B2B Commerce stores.
  • Enhance your storefront experience with promotions, product details, and localization.
  • Learn how the advanced features in Salesforce CPQ help optimize sales from lead to cash.
  • Learn how Salesforce Billing optimizes the relationship between Finance and Sales.
  • Learn best practices for channel sales and partner portal management in Sales Cloud.
  • Learn how to use Salesforce settings to share CRM data securely with partners.
  • Learn about Field Service and set service territories.
  • Learn what Pardot is and how it can help you market to other businesses.
  • Learn how admins and business users can integrate apps and data with MuleSoft Composer.

Syllabus

  • Salesforce Customer 360
    • Discover Salesforce Customer 360
    • Get to Know Customer 360
    • Tour the Customer 360 Solution Portfolio
  • Sales Cloud Basics
    • Get to Know Sales Cloud
    • Grow Your Business with Sales Cloud
    • Measure Sales Metrics that Matter
    • Learn About the Salesforce Platform Advantage
  • Service Cloud Basics
    • Get to Know the Service Cloud Platform
    • Resolve Cases Faster
    • Deliver Omnichannel Service
    • Learn About the Salesforce Platform Advantage
  • Salesforce Platform Basics
    • Get Started with the Salesforce Platform
    • Discover Use Cases for the Platform
    • Understand the Salesforce Architecture
    • Navigate Setup
    • Power Up with AppExchange
  • B2B Commerce on Lightning Experience Data Model
    • Get to Know the B2B Commerce Data Model
    • Organize Your Store
    • Organize How Buyers Access Your Store
  • Salesforce B2B Commerce Storefront Experience
    • Highlight Products and Promotions
    • Add Product Details
    • Localize Your Storefront
    • Support Your Buyer’s B2B Journey
  • Salesforce CPQ Features
    • Continue Your CPQ Journey
    • Understand Product and Price Rules
    • Understand Advanced Approvals and Advanced Order Management
    • Discover How CPQ Treats Time
  • Salesforce Billing Basics
    • Get Started with Salesforce Billing
    • Manage the Billing Process
    • Give Finance a Helping Hand
    • Deploy and Integrate with Salesforce Billing
  • Channel Management and Partner Portal Strategy
    • Develop Your Channel Strategy
    • Establish the Foundation of Your Portal
    • Set Goals for Your Channel
    • Recruit and Onboard Your Channel Partners
    • Manage and Grow Your Channel
  • Share CRM Data with Your Partners
    • Launch Your Trailhead Playground
    • Create a Partner Portal, Enable Partner Account and Users, and Add Members
    • Set Your Org's External Org-Wide Defaults
    • Set Up Account Roles and the Role Hierarchy
    • Use Sharing Rules for External Users
    • Use Site-Specific Sharing
    • Share Data Using an Account Relationship
  • Field Service Basics
    • Get Started with Field Service for Salesforce
    • Enable Field Service and Create Service Resources
    • Configure Territories and Set Operating Hours for Service
  • Pardot Lightning App Basics
    • Get Started with Pardot Lightning App
    • Learn How to Navigate Pardot Lightning App
    • Learn Pardot Administration Basics
  • MuleSoft Composer Basics
    • Get to Know MuleSoft Composer
    • Explore MuleSoft Composer

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