Salesforce Basics
Get your new sales team members up and running on Salesforce with this course on Salesforce Basics.
This training is designed to help new team members that have never used Salesforce before get up and running quickly. They will learn key terminology, how to create an navigate accounts and opportunities, and even how to utilize reports and dashboards. This course also contains notes to WorkRamp Admins with hints and ideas of how you can further customize this training to ensure it matches your company’s setup.
Outline
Introduction
- Overview & Objectives
- What is Salesforce?
- Key Terminology
Basic Functionality
- Home Page
- Leads & Contacts
- Accounts
- Opportunities
- Tasks
- Search
Advanced Functionality
- Reports & Dashboard
- Mobile App
- Chatter
Custom Objects [Optional]
- Custom Object 1 [Optional]
Wrap-Up
- Resources
- Review
Awards
Included Modules
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