Salesforce Essential Training

Introduction

• Learning the essentials of Salesforce

1. Getting Started with Salesforce

• Accessing Salesforce through your company
• Accessing Salesforce on your own
• Using your Developer org for the first time
• How is customer data organized in Salesforce?
• How to navigate Salesforce
• Using search in Salesforce
• Rely on the Salesforce Home tab

2. Manage Current Customers as Accounts and Contacts

• How to create accounts
• How to add contacts to accounts
• How to create tasks
• Use list views
• Create custom list views
• Intelligence View for leads and contacts
• Navigate the Reports tab
• Use simple account and contact reports
• Create a report using the report builder
• Use custom filters in a Salesforce report

3. Manage Potential Deals as Opportunities

• What are opportunities in Salesforce?
• How to create an opportunity
• Link contacts to opportunities
• How path can save you time
• Use the Kanban to keep opportunities updated
• How to use opportunity reports and dashboards
• Manage activities to move deals forward
• Stay organized using the calendar tab

4. Manage Prospects as Leads

• What are leads in Salesforce?
• Manage a lead through qualification
• How to convert a lead to a customer

Conclusion

• Integrate Salesforce into your daily routine