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Salesforce Basics 101

Learn the basics of Salesforce Lightning. Perfect for new employees who have not used Salesforce before.

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This 20 minute course covers the basics of Salesforce Lightning for first time users. From basic object overviews to third party applications, this course is a must have for anyone using Salesforce for the first time or getting a refresher on the latest with Lightning. This course is recommended as a primer for your new SDRs, AEs, or CSMs, and can also be customized to suit your own Salesforce environment.


Outline

Section Introduction

  • What is Salesforce

Section Salesforce Objects

  • What is an object
  • Accounts
  • Opportunities
  • Contacts
  • Leads
  • Activities

Section Reports and Dashboards

  • Running reports
  • Viewing dashboards

Section Additional Applications

  • Third party applications
  • Salesforce mobile

Section Wrapping Up

  • Additional resources

Awards

Salesforce Basics
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Salesforce Basics

Included Modules

Hotspots
Hotspots
Matching Choice
Matching Choice
Multiple Choice
Multiple Choice
Record to Zoom
Record to Zoom
Survey
Survey
Text Questions
Text Questions

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