Complete Salesforce Classic and Mobile New User Training

In this lecture I introduce you to the Personalizing Salesforce section of the course and let you know what lies ahead. And then we jump in to setting up your My Profile page.

One of the first things you need to do as you get started as a legitimate Salesforce user is setting up your profile. We also upload a profile picture to put your face with your name in Salesforce.

This lecture covers how to modify your personal information in Salesforce, setting your Time Zone, resetting your password, and granting login access. Also covered is managing your Chatter email notifications, Chatter Digest settings, and how to set your default language in Salesforce.

In this lecture we cover how to customize your tabs and page layouts. We also cover utilizing your Social Accounts in Salesforce, as well as Accessibility settings.

This lecture sets the stage for the ATTRACT section of the course - Marketing. We will cover how to automate and optimize your lead management processes on the Salesforce platform.

In this lecture we dive into where your marketing efforts begin in Salesforce, which is with the Lead object. We look at how to create and edit lead records, as well as how to associate them with a Campaign.

We then go through the Lead Conversion process in Salesforce, which results in a new Account, Contact and Opportunity record being created, along with a task being assigned.

In this lecture we cover the different ways you can correspond with leads in Salesforce. We cover sending emails from Salesforce, and logging calls. These correspondence activities are in Activity Management in Salesforce. We also tour the WYSIWYG editor available while sending emails from Salesforce.

You can collaborate on Leads in Salesforce by using Chatter. We go over the core collaboration features of Chatter, which enables you to discuss and strategize within an actual Lead record in Salesforce. We cover following records, liking posts, @ mentioning co-workers, creating groups, and even #hashtags, which are called Topics in Salesforce.

I also show you how to enable Chatter in your own Salesforce organization as well as how to set up your Chatter notifications.

Any effective marketer is well-versed in creating, coordinating, and executing campaigns. The core features and functions found in Campaign Management in Salesforce are covered in this lecture.

This lecture covers the different ways you can add people to a Campaign. We cover adding leads to a Campaign individually. We also cover mass-adding campaign members via a .csv file, which is very helpful when you receive lead lists after hosting a booth at a conference or tradeshow, for example.

I also show you how to add a Lead to a Campaign when you first create the Lead record. This lecture also covers adding multiple Campaign Members via a List View. You can also add members to a campaign via a Lead Report, which is also demonstrated.

Check the Resources section of this lecture for the upload.csv file that I mention. You can use this file to upload sample lead records into your own Salesforce organization via the Data Import Wizard.

It's time to start executing campaigns. In this lecture we explore the lifecycle of campaigns and how to also add Contacts to Campaigns. Creating an Opportunity from a Campaign Member is also demonstrated.

This lecture covers the various ways you can update Campaign Member responses in Salesforce. You can track responses manually, or in bulk.

This lecture shows you how to enable Feed Tracking for the Campaign object, and specify which fields you want to track updates on. From there, we go into how to collaborate on Campaigns using Chatter.

This lecture sets the stage for the ATTAIN section of the course - Sales. We will cover how to automate and optimize your sales management processes on the Salesforce platform.

Accounts are the lifeblood of business. In this lecture, we go through the various aspects of the account object in Salesforce. We cover the types of accounts you will be working with, the account page layout, and also key fields that are vital in your understanding of the Salesforce Platform, as it relates to Sales and Account Management.

In this lecture, we enable Account Teams. We then go through the process of adding team members to an account, as well as assigning their various roles.

Providing effective Account Management and delivering stellar Client Services are crucial for not only your success in Salesforce, but in business. This lecture walks you through various Activity Management functions for account records. We cover assigning tasks and scheduling events for accounts.

Chatter enables you to collaborate on accounts with team members to provide effective Account Management. In this lecture, we run through the common Chatter functions you can perform as it relates to Accounts in Salesforce.

There are several ways that a new contact record can be created in Salesforce. We revisit the lead conversion process and how a new contact is created from this process, along with its associated account record, and the optional new opportunity that is also created during the lead conversion process. We also create new contact records from an account record, and from the Contacts tab.

We also spend time discussing and demonstrating the Reports To field on the Contact object. It is through this field that you can begin creating an org chart for your client accounts, reporting who your contacts report to, and even view the hierarchy of these accounts.

In this lecture we cover the various ways you can correspond with Contacts in Salesforce. These methods include logging calls, sending emails, and more.

Chatter functionality to enable collaboration on contact records in Salesforce is covered.

The Sales Process in Salesforce dictates the various stages that an opportunity goes through in the lifecycle of a deal. This lecture covers the various stages that can be set for an Opportunity, and how the stage impacts your forecasted revenue, as you move closer to closing a deal. We also explore the scenarios of what happens when you close a deal as lost, as well as closing a deal as won.

I also show you how to perform mass edits from a list view as I update dozens of opportunities close dates all at once. It's a helpful tip that you will find yourself using more and more as you gain experience on the Salesforce platform.

This lecture covers working with external people that belong to the company you are trying to win the business of. Contact Roles are where you assign contacts as Decision Makers, Influencers, Executive Sponsors, etc.

In this lecture we enable Team Based Selling in Salesforce. We then walk through how to add team members to an opportunity and assign them a role. Various sales roles are covered in this lecture. This lecture covers working with internal people to help close deals.

In this lecture I show you how to use Salesforce Content and Libraries in order to equip your sales reps.

The Enhanced Page Layout Editor is also demonstrated in this lecture, where we add the Campaign Influence related list. I also demonstrate how ROI is measured between campaigns and opportunities as we go through the Campaign ROI Analysis Report.

Things have recently changed as far as setting up Campaign Influence. This text lecture provides further details.

This lecture shows you how to collaborate on opportunities with Chatter. Beyond the basics of posting and performing @ mentions and # hashtag topics, we also discuss how to bookmark Chatter posts, follow opportunities, etc.

The Case record in Salesforce is explored. We cover key fields and the Case Detail screen.

In this introduction lecture, I discuss the Service Cloud related topics we will cover in this section.

In this lecture, we cover how to create cases, manage them, and close them.

The Salesforce Service Console gives you a more streamlined user experience for working cases. In this lecture, I show you how to enable the Sample Console in your own Salesforce org. I then run you through the interface of the Service Console. I show you how to create new cases, edit cases, close cases, and log calls on cases - all from within the Console.

This lecture also covers how to refresh Primary and Sub-Tabs, as well as how to access and use Keyboard Shortcuts within the Service Console.

I demonstrate how to set up various queues in order to work cases. I create a Tier 1 and a Tier 2 queue, and show you how to pull cases off of a queue and work them.

You can collaborate with co-workers on cases in Chatter. This lecture shows you how.

In this lecture we explore how Chatter works with Cases inside the Service Console.

This introduction lecture sets the stage for the analytics section of this course, which covers reports and dashboards.

The lecture covers the different types of reports that you will likely encounter on the Salesforce platform. These include:

• Summary Reports
• Tabular Reports
• Matrix Reports

This lecture shows you how to create summary, tabular and matrix reports in Salesforce. You will also be introduced to filters, cross-filters, and various core functionalities in the report building process. I also demonstrate how to make the different types of reports in Salesforce, such as Summary, Tabular and Matrix reports.

This lecture shows you how to customize reports in Salesforce. I also demonstrate bucket fields.

In this lecture, I cover how to schedule reports to be generated and sent to a distribution list. I also cover how to subscribe to a report, which entails setting conditions that once met, will send you an email of the report.

This lecture covers common types of dashboards you will find in Salesforce. I also discuss and demo the various types of dashboard components that are available for use. You can go to appexchange.salesforce.com to search for and download various Dashboard apps to install in your own Salesforce organization.

Be sure to check the Resources section of this lecture, because I link to several apps that I demonstrate in this lecture. I also run you through the process of searching for apps in the AppExchange, and how to install an app into your own organization. This will give you a lot more reports and dashboards that you can work with in your own organization.

This lecture walks you through the steps involved in creating a dashboard. I start out by creating a new dashboard by cloning an existing one. I cover how to delete dashboard components and make edits, such as adjusting column widths. I walk you through how to create a new dashboard from scratch, as well. I demonstrate how to search, filter and select data sources for your various dashboard components. I also cover how to preview how different dashboard components will look and behave with a selected data source. 

Now that you are familiar with creating dashboards in Salesforce, it is time to learn how to customize them. In this lecture I run you through the Dashboard Properties window and how to change the fonts and colors, and even adding background fade effects to your Dashboards. We also discuss different types of dashboard components, and how to preview the look of those different components as you build out a dashboard.

Dashboard scheduling is not supported in the free Salesforce account, so I demonstrate this functionality in a demo account. You can schedule refreshes of Dashboards in Salesforce and I run you through the process in this lecture.

This section sets the stage for what we will cover in this section related to the Salesforce1 mobile app, such as downloading and installing the app, navigation and UI, and global actions.

In this lecture we tour the Salesforce1 interface. The Search functionality of Salesforce1 is shown. The Navigation menu is explored, along with Global Actions. I demonstrate performing a Chatter post in Salesforce1. I also show how to add a photo to a Chatter post, using the camera in your phone. Watch for my cameo appearance.

I also show you how to manage push notifications. I also cover how to adjust your settings for caching records for offline use and accessing alerts. I even show you how to create a poll in Salesforce1.

In this lecture I demonstrate how to access Lead records, as well as follow them in Chatter. I show you how to access the Lead's Feed, Details, and Related tabs. I also cover the object specific actions that can be performed on a Lead Record, such as logging a call, adding a new task, posting to Chatter, and also how to edit a lead record.

I demonstrate how various field types function on mobile, such as dropdown fields, etc.

I go through the process of making a call from a lead record and how the app can dial the phone number for you and log the call once you hang up from the call.

I also demonstrate how to access Campaigns in Salesforce1. I also cover the object-specific actions for Campaigns in Salesforce1. I demonstrate how to change owners on a campaign, as well as accessing the Feed, Details, and Related tabs for a campaign.

We access Campaign Members for a campaign and accessing individual campaign member cards.

In this lecture I demonstrate how to access Accounts in Salesforce1. List views in Salesforce1 are also demonstrated. The Account object tabs for Feed, Details and Related are also demonstrated. We cover the object-specific actions available in Salesforce1 when dealing with accounts.

Other Sales related objects that we cover are Contacts and Opportunities. We cover the Feed, Details, and Related tabs for each of these objects. We also cover the object-specific actions and how they are performed for these objects as well.

I also show Sales Analytics features available in Salesforce1 for various Sales Dashboards and Reports.

In this lecture I demonstrate how to access Cases in Salesforce1. I demonstrate the functionality of the Feed, Details and Related tabs for cases. I cover object-specific actions for Cases in Salesforce1. I demonstrate creating a new case and following it in Chatter from my phone.

I also cover how to delete a case. Related cards for the Account and Contact on a Case is also covered. I also show you how to access Cases from an account, to give you a holistic view of your Case Management for an account from your phone.

I also demonstrate how to re-open a closed case. 

This lecture is rounded out with Case Analytics by visiting various reports and dashboards related to Cases in Salesforce1. I demonstrate how to access the underlying report that a dashboard is deriving its data from, and data sorting.

I demonstrate various advanced techniques you can utilize in Salesforce. Items covered include:

• Hover Links
• Related List Links
• Inline Editing
• List View Editing
• Selecting Multiple Rows in List Views
• Mass Editing from List Views
• Printable Views from List Views and Detail Records
• Chatter Feeds on List Views
• All Tabs
• Data.com
• Tab Home Page features for Filtering, and sections for Recent, Reports and Tools
• Recycle Bin
• Quick Create
• Customizing Pages to Rearrange List Views
• Editing Page Layout