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
Customizing Dashboards
Dashboards provide visual insights into data, making them essential for monitoring business performance. This subtopic teaches how to customize dashboards to meet specific reporting needs.
Dashboards in Salesforce | How to create a dashboard in Salesforce | Dashboard Basics
How to Assign Edit Dashboards Permission to a User | Salesforce Platform
Salesforce Course Live Session by Industry Experts | Croma Campus