Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

LinkedIn Learning

Salesforce Tips

via LinkedIn Learning

Write review
CodeSignal Ad

Learn Generative AI, Prompt Engineering, and LLMs for Free

Learn More → Coursera Ad

Learn AI, Data Science & Business — Earn Certificates That Get You Hired

Learn More →

Overview

Google, IBM & Meta Certificates – 40% Off
One plan covers every Professional Certificate on Coursera.
Unlock All Certificates
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 898 ratings

Start your review of Salesforce Tips

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Sign up for free
Someone learning on their laptop while sitting on the floor.