Getting Started in Salesforce - Navigation
4.6 (39 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
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Getting Started in Salesforce - Navigation

This is an introductory, beginner course for those who are confused and intimidated by logging into Salesforce.
4.6 (39 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1,508 students enrolled
Created by David Giller
Last updated 7/2016
English
Current price: $10 Original price: $35 Discount: 71% off
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 43 mins on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Quickly find any record you need in Salesforce
  • Find the tabs and other features you need
  • Understand how to use Salesforce search
  • Customize tabs in Salesforce
  • Navigate to the Salesforce Help Portal
  • Update you Salesforce profile picture, contact information
  • Find your Chatter feed on the homepage
  • Hide or display the side panel
  • Leverage the Recent Items, Custom Links and Recycle Bin components on the side panel
  • Find your tasks that require immediate attention
  • Update your language and time zone preferences
  • Create a custom email signature
  • Control your email notification settings
  • Change your own password
  • Know where to find or create custom email templates
  • Control your calendar sharing preferences
  • Set your own activity reminders
View Curriculum
Requirements
  • All you need for this course is a Salesforce login...that's it!
Description

If you are new to Salesforce CRM, you're likely overwhelmed and intimidated by the features and functionality. You probably aren't sure where to start. This Salesforce online training class is your starting place.

This training course will give you the confidence you need to understand the fundamental basics of navigating Salesforce by learning how to:

  • Quickly find records you need
  • Find the tabs and other features you need
  • Use Salesforce search, like a ninja
  • Customize your tabs in Salesforce
  • Find the Help Portal
  • Update your profile picture and contact information
  • Find the Chatter feed on the homepage
  • Hide or display the side panel
  • Leverage the Recent Items, Custom Links and Recycle Bin components on the side panel
  • Find the tasks that require immediate attention
  • Update your language and time zone preferences
  • Create a custom email signature
  • Update your email notification settings
  • Change your password
  • Know where to find or create custom email templates
  • Control your calendar sharing preferences
  • Set your own activity reminders
Who is the target audience?
  • This course is meant for newbies to Salesforce who are completely lost, intimidated and confused after logging in.
  • This course is for Salesforce users who don't know where to go to find their open tasks, update their profile or control their reminder settings.
  • This course is for Salesforce users who want to learn the tool quickly and easily.
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Curriculum For This Course
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Introduction to This Course
1 Lecture 03:25

In this lecture you will get a better understanding of what you can expect to learn in this course.

Preview 03:25
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Where's That Darn Record? How To Find Records Quickly Using Search
1 Lecture 05:31

In this section you will learn how to leverage Salesforce's powerful search capabilities to find precisely the records you need with the fewest clicks possible.

You will learn how to narrow down your search results based on record type and further refine your filtering criteria as allowed in your Salesforce configuration.

Preview 05:31
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Why Is My Name Spelled Incorrectly? How To Update My Profile in Salesforce
1 Lecture 02:16

In this section you will learn how to access your Salesforce profile to update your contact information and update your profile picture which is displayed as a thumbnail throughout Salesforce.

Preview 02:16
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Why Don't I Get Email Notifications? How To Adjust My Settings in Salesforce
1 Lecture 04:14

In this section you will learn how to control your Salesforce settings which include updating your language and time zone, email signature, email communication templates, shared calendar and more.

My Settings
04:14
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I Am Lost and Confused! How To Quickly Get More Help
1 Lecture 04:49

In this section you will learn how to access additional help resources including the Salesforce Help Portal, the Salesforce Success Community and Trailhead.

Finding Help
04:49
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What's With All Those Tabs? How To Use Salesforce Tabs
1 Lecture 07:11

In this section you will learn how to customize your tabs in Salesforce to suit your own personal preferences.

Tabs
07:11
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Side Panel..What Side Panel? Should I Care? Understand How To Use The Side Panel
1 Lecture 09:52

In this section you will learn how to hide or display the Salesforce side panel, and leverage the Recent Items, Custom Links and Recycle Bin features.

Side Panel
09:52
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Show Me What Matters! Understanding The Main Section On The Homepage
1 Lecture 05:16

In this section we will explore the features and functionality appearing on the main section of the home screen in Salesforce including your Chatter feed, Tasks and Calendar.

Main Section
05:16
About the Instructor
David Giller
4.6 Average rating
60 Reviews
3,190 Students
2 Courses
Salesforce Trainer, Consultant, Blogger, Author

Author of the "Getting Started in Salesforce Series" ebooks on Amazon.

Curious how I help my clients? It's very simple:

I train my clients' employees on how to use Salesforce easily and efficiently - eliminating the fear, and demystifying the overwhelming technology and terminology embedded in the Salesforce platform.

I coach my clients to streamline business processes & introduce efficiencies by eliminating redundant, time consuming steps.

I help my clients leverage technology to automate operations, while improving communication, transparency, consistency & sustainability in a digitized, paperless environment.

I guide my clients by implementing  proven marketing principles across communication channels, industries & audiences.

My clients are typically intrigued and inspired by my innate passion for my work. 

My clients allow me to enthusiastically ignite the power of Salesforce within their organizations. 

If your team needs Salesforce training, give me a call at (201) 478-7412