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:
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.
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.
In this section you will learn how to access additional help resources including the Salesforce Help Portal, the Salesforce Success Community and Trailhead.
In this section you will learn how to customize your tabs in Salesforce to suit your own personal preferences.
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.
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.
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