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Salesforce Basics

Get your new sales team members up and running on Salesforce with this course on Salesforce Basics.

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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

Section Introduction

  • Overview & Objectives
  • What is Salesforce?
  • Key Terminology

Section Basic Functionality

  • Home Page
  • Leads & Contacts
  • Accounts
  • Opportunities
  • Tasks
  • Search

Section Advanced Functionality

  • Reports & Dashboard
  • Mobile App
  • Chatter

Section Custom Objects [Optional]

  • Custom Object 1 [Optional]

Section Wrap-Up

  • Resources
  • Review

Awards

Salesforce Basics
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Salesforce Basics

Included Modules

Flip Card
Flip Card
Hotspots
Hotspots
Matching Choice
Matching Choice
Multiple Choice
Multiple Choice
Survey
Survey
Text Questions
Text Questions

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