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Learning Objectives

After completing this unit, you’ll be able to:

  • Describe how to integrate Salesforce with your Outlook email.
  • Describe how to manage your Evergreen Subscription with CPQ.
  • Explain how to maximize ROI faster with Pardot in Lightning.

Salesforce Email Integration for Outlook

Get the tools you need where you need them by integrating Outlook with one add-in. Use a single user interface to access both Salesforce and Outlook. Work with Salesforce data, productivity tools, and Einstein's artificial intelligence all in one easy-to-use location.

Learn more about Salesforce email integration.

CPQ: Evergreen Subscriptions

Quote, sell, and manage Evergreen Subscriptions, and forecast revenue based on an estimated term. 

Learn more about CPQ: Evergreen Subscriptions.

Pardot in Lightning Experience

Pardot provides marketers a 360-degree view of their customers, so they can find and nurture leads, close more deals, and maximize ROI. Pardot is now available in Lightning Experience.

Learn more about Pardot in Lightning Experience.

Territory Forecasting

Get more flexibility over how you view and adjust the sales forecast with Territory Forecasting.

Learn more about Territory Forecasting

Custom Fields in Einstein Forecasting and Opportunity Scoring

Improve prediction accuracy using your unique business data in Einstein. Now, Einstein Forecasting and Einstein Opportunity Scoring support custom fields in addition to standard fields to drive your AI’s predictions. 

Learn more about custom fields in Einstein Forecasting and Opportunity Scoring.

Trailhead Badging in Salesforce Essentials

Inspire your colleagues to embrace learning—and to learn faster than ever before—with Trailhead badging in Salesforce Essentials. Trailhead, our learning experience platform, seamlessly integrates into Salesforce Essentials. Now you can set up your org so that users can earn badges that display in their Trailhead accounts.

Learn more about Trailhead badging in Salesforce Essentials.