Module 5 : Data Management and Security
Ensuring data integrity with validation rules, managing user permissions, and
Ensuring data integrity with validation rules, managing user permissions, and
Setting up forecasting, creating reports, and leveraging dashboards for sales
Implementing Workflow Rules, Process Builder, and Flow to automate repetitive
Configuring lead assignment, lead conversion, and opportunity stages to optimize
Overview of Sales Cloud features, benefits, and customization for different