Salesforce Basics 101
Learn the basics of Salesforce Lightning. Perfect for new employees who have not used Salesforce before.
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
Introduction
- What is Salesforce
Salesforce Objects
- What is an object
- Accounts
- Opportunities
- Contacts
- Leads
- Activities
Reports and Dashboards
- Running reports
- Viewing dashboards
Additional Applications
- Third party applications
- Salesforce mobile
Wrapping Up
- Additional resources
Awards
Badge
Salesforce Basics Included Modules
Hotspots
Matching Choice
Multiple Choice
Record to Zoom
Survey
Text Questions
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