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Sales Force Automation

Salesforce Automation Training

In this Salesforce Tutorial we are going to learn about Sales Force Automation. In this Salesforce Training tutorial we will cover introduction of sales force automation, Sales force automation tools, sales force automation companies, Advantages of sales force automation, Salesforce Automation Examples, account management, Contact management, Activity management, Opportunity management, How to derive year and a month values from the opportunity close date, How to calculate the week number for the opportunity close date, How to create an opportunity close date e-mail alert using workflow, How to set default opportunity name using a field update workflow, How to generate default opportunity close date.

Customer Relationship Management system must be very productive to generate huge profits. Different Companies uses different business rules and processes to generate huge profits. Every company must configure different settings to create workflows to trigger. Salesforce CRM Software and Force.com platform are used for automation in salesforce. By using Salesforce CRM we can create complex formula to generate data records and also w can create custom buttons.

In Salesforce.com, Salesforce automation is performed with sales application. This Sales application can be accessed from Application Menu.

Sales Force Automation Syllabus

  1. What is sales force automation ?
  2. Salesforce Automation Examples
  3. How to derive year and a month values from the opportunity close date ?
  4. How to calculate the week number for the opportunity close date ?
  5. How to create an opportunity close date e-mail alert using workflow?
  6. How to set default opportunity name using a field update workflow ?
  7.  How to generate default opportunity close date ?
  8. Salesforce opportunity management.
  9. How to create standard custom links on sidebar.
  10. How to create custom link on sidebar to open in new window.
  11. How to create news ticker messages on salesforce.com home page.
  12. How to create send an email button on home page.
  13. How to display graphic case priority flag with formula field.
  14. How to create an Account revenue indicator.
  15. Displaying account credit score with graphic Google image chart.
  16. Extending year ranges up to 2025 in salesforce calendar.
  17. How to create Web tab tab to open external web application.

Also read salesforce automation interview questions that explains step by step with real time scenarios.

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