Learn Salesforce
This course is designed to provide a comprehensive understanding of Salesforce, a leading Customer Relationship Management (CRM) platform. Users will learn about the various aspects of Salesforce, including its ecosystem, navigation, managing contacts and leads, utilizing Salesforce for sales opportunities, and reporting. The objective is to equip learners with practical skills and knowledge to efficiently use Salesforce in their business processes and enhance their sales and reporting capabilities.
Introduction to Salesforce
Basic Salesforce Navigation
Managing Contacts and Leads
Using Salesforce for Sales Opportunities
Introduction to Reports and Dashboards
Home Page Overview
The Home Page is the user’s starting point within Salesforce. Learning how to customize and navigate the Home Page will enhance user experience and efficiency.
How to Add a Salesforce Dashboard To Your Home Page
How to Customize the Salesforce Home Page for One User
45 Lightning App Page, Home Page, Record Page in Salesforce Lightning | Salesforce Training videos