Jasmine Lychee – June Salesforce Trailmix

It’s Trailmix release day and we’re ready to “tea-off!”

Project

• Create a Process for Managing Support Cases: Streamline workflow and improve productivity with new processes, record types, and rules.

Modules

• Financial Services Cloud for Users: Learn the basics of working in Financial Services Cloud and watch your productivity soar.
• Client Management with Financial Services Cloud: Understand households, manage accounts, and track interactions with your customers.
• Client List Growth with Financial Services Cloud: Grow your business with referrals and metrics.
• Marketing Content Creation: Learn the value of successful content and how our tools can help you create it.
• Content Builder Basics: Configure and customize this powerful tool to implement a successful content strategy.
• Marketing Cloud Connect: Configure Salesforce CRM and Marketing Cloud to share key data across your clouds.
• Artificial Intelligence for Customer Service: See how artificial intelligence is changing customer service, from chatbots to analytics.
• Field Service Preventive Maintenance: Track the installation, replacement, and periodic maintenance of your customers’ assets.
• Daily Productivity Tips for Sales: Learn how the best sales reps get more out of their day.
• Datasets and Dashboards in B2B Marketing Analytics: Use datasets, lenses, and dashboards to organize and analyze your marketing data.
• Einstein Bots Basics: Learn how to make customer service smarter and easier with chatbots.
• Architecture of Commerce Cloud Digital: Learn the architecture and tools you use to develop for Commerce Cloud Digital.
• Commerce Cloud Digital for Developers: Get to know the tools and technologies you use to develop for Commerce Cloud Digital.

Trails

• Learn to Work in Financial Services Cloud: Get a comprehensive view of your financial services customers so you can better meet their needs.
• Create Compelling Content with Content Builder: Discover the virtues of good content and learn how Content Builder can help you drive customer engagement.
• Use Marketing Cloud Connect to Integrate with Salesforce CRM: Learn how the powerful features of Marketing Cloud Connect can integrate your sales, marketing, and service data.
• Grow Your Career as a Customer Service Agent: Get skills to advance your career and tools to help you handle difficult cases.

Check out the full Trailmix on Trailhead.Salesforce.com.