Salesforce CRM - A Complete Introduction

There is no place like Home(page)! In this lesson, we'll familarise you with the key features of the Salesforce Homepage within Lightning.

Tabs and Apps within Salesforce are integral to helping you find your way around the system. Here, we'll introduce you to these features and share useful tips and tricks.

Salesforce is a powerful database, but you'll need a way to find your data. Learn all about Salesforce's search capabilities in this lesson.

In this lesson, we'll explore how Record pages can be tailored to suit the needs of your users.

If data is the lifeblood of business, you'll want to store it in a structured way. In this lesson, we'll begin looking at how data is structured in Salesforce, before going into more detail in the next few lessons.

Salesforce provides us with many features 'out of the box'. Admins and Developers can also extend this to suit your needs. In this lesson, we'll delve into what is meant by Standard and Custom objects.

Salesforce supports many types of fields within Standard and Custom Objects. In this lesson, we'll take a look at the options available to you and when to use them.

This lesson explores what is meant by Record Types and their use cases.

Accounts and Contacts are at the heart of your CRM. In this lesson, we'll explore how they can be used to handle your business's stakeholder data (e.g. customers, suppliers, competitors). We'll also examine how Salesforce can be adapted to handle both Business-to-Business (B2B) and Business-to-Consumer (B2C) scenarios.

Every story has a beginning. For your stakeholder's data in Salesforce, that may be in the Lead object. In this lesson, we'll overview what Leads are, why they are used and how to progress a Lead to an Account, Contact and Opportunity.

Opportunities are critical for managing 'deals' within Salesforce. In this lesson, we'll explore the key features of Opportunities and outline some best practices.

Tasks and Events help you manage your calendar in Salesforce. In this lesson, you'll learn about their use cases and how they can help you and your team keep on top of customer interactions.

Salesforce is not just a Sales Management tool. In this lesson, we'll provide a brief overview to Case Management in Salesforce.

In Salesforce, Users are key for controlling access rights and managing your licensing costs. In this lesson, we'll explore why it is essential you understand why effective user management is important.

Salesforce Campaigns help your teams plan, manage and track your marketing efforts. They also provide a useful way to group your data. In this lesson, we'll explore how Campaigns can help your business.

Files are a great way to store and manage content (e.g. PDFs) in Salesforce. In this lesson, we'll explore the key capabilities of Salesforce Files.

This lesson provides an overview to some of the many ways you can tailor your Salesforce platform to suit your business's individual needs.

The Salesforce platform provides an array of automation tools to help your business. In this lesson, learn about some of the key tools in your Salesforce arsenal to bolster productivity.

Duplicates in any system can cause headaches. In this lesson, learn about Salesforce's inbuilt Duplicate Management solution.

Following on from Duplicate Management, Validation is another tool to help you keep your data clean. In this lesson, we'll explore use cases for Validation Rules.

Salesforce has an inbuilt collaboration tool, called Chatter. In this lesson, we'll explore the use cases of Chatter, as well as other upcoming tools.

Keeping your data secure is critical. Learn how Salesforce provides a platform and tools to help keep your data safe.

Salesforce has very powerful reporting functionality. It lets you do In-depth analysis of the information that you have entered in the system. This enables you to better understand and act on the data you have. With the reporting functionality can give you the insight you need for strategic decision making, to effectively manage sales, operations, projects or other areas of your organisation

This video will introduce what is a Salesforce report and highlight some key features.

An overview of how to navitagte around the report functionality in Salesforce. We will look at the reports homepage, report run page and report builder.

With a Salesforce report you can export your data into a spreadsheet.

How to create a new report in Salesforce. The skill of Salesforce reporting is to develop your powers in translating the questions you want answered, into a report or dashboard that can help you. In order to successfully create new reports that give you the answers you need. You need to have a basic understanding of how your data is organised within Salesforce

In the report builder you can decide what columns to have your report. Make sure that Outline is highlighted in the sidebar to add and move columns.

Filters are all about deciding what records you want in your report. In a tabular report it would be what rows would you like to see in your report.

This video will show how you gain more data analysis insights by grouping your report by fields. You can group by row which is a summary report or you can group by row and column which is a matrix report

This video will show you how to make report charts. You will be able to create a report chart will be open to you if you have added a grouping by row.

This video will go through how permissions to view and edit Salesforce reports work. Permissions to view and edit reports are determined by report folders. Report folders are where reports are saved.

Subscribing to reports means you can receive a regular email notification on your report results email. Useful if you want to receive notifications that keep you informed about metrics you care most about without having to manually run reports.

List views are for displaying or updating multiple records on one screen. The video will cover what they are go through some of the features and we will discuss when to use list views as opposed to Salesforce reports

How to create and modify list views. Customise what you and your team can see.

Learn how to mass update records with list views.

A dashboard is a visual display of information that may be important to you. A collection of charts / metrics or tables on one screen

Amaze your colleagues by creating eye catching dashboards. We present a customer service team example.

Filters on a dashboard let you see different combinations of data from a single dashboard.

With such a vast system, it never hurts to know where to go to get help. In this lesson, learn about the various free and paid options available to you to get help.

Trailhead is a free online learning platform, provided by Salesforce. In this lesson, we'll explore how you can setup and use Trailhead to learn more.

The Trailblazer Community is for you to connect with people who are using and learning Salesforce