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LinkedIn Learning

Salesforce Tips

via LinkedIn Learning

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Overview

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Learn practical tips and tricks that can help you work smarter in Salesforce, the hugely popular customer relationship management (CRM) solution.

Syllabus

Introduction
  • Welcome
1. Customizing Salesforce
  • Customize the Salesforce home page
  • Customize the Salesforce navigation bar
  • Know your Salesforce admin
  • Create consistent naming conventions
  • Set up personal Salesforce reports
2. Day-to-Day Operations in Salesforce
  • How to use Salesforce everyday
  • Weekly review leads and opportunities
  • Salesforce Lightning vs. Classic View
  • Consistently name Salesforce opportunities
  • Use Salesforce email
  • Use integrated social media
  • Set follow-up reminders
3. Connect with the Salesforce Community
  • Register for Dreamforce
  • Find a local Salesforce user group
4. Biggest Mistakes in Salesforce
  • Don’t transfer Salesforce accounts
  • Don’t share Salesforce accounts
  • Avoid over-automation in Salesforce
  • Avoid scheduling Salesforce reports
  • Hidden resources in Salesforce
Conclusion
  • Where to find more Salesforce tips

Taught by

Christine Volden

Reviews

4.7 rating at LinkedIn Learning based on 1121 ratings

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