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.
- Overview & Objectives
- What is Salesforce?
- Key Terminology
- Home Page
- Leads & Contacts
- Reports & Dashboard
- Mobile App
Custom Objects [Optional]
- Custom Object 1 [Optional]
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