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Salesforce User Training Course
Introduction and Overview
Welcome (0:35)
Structure of this Course (4:16)
Why do companies use salesforce? (5:04)
Create a Test Org (3:16)
End of Module Quiz
Leads
Intro to Leads (0:29)
How to Create a New Lead (2:25)
How to take good lead notes (3:43)
What lead information is important? (3:31)
Why is sourcing important? (1:41)
Converting a Lead (2:39)
Contacts
Intro to contacts (0:21)
How to Create a New Contact (2:25)
When would you create a new contact? (2:02)
What is Important to have on new contacts? (2:53)
What is connected to contacts? (3:35)
End of Module Quiz
Opportunities
Introduction to Opportunities (0:40)
How to Create a New Opportunity (2:10)
When to use an Opportunity (2:51)
What information do you keep on Opportunities (4:00)
Common Automations you will see on Opportunities (3:21)
When to Close an Opportunity (1:54)
End of Module Quiz
Accounts
Introduction to Accounts (0:34)
How to Create a New Account (2:30)
When to Create a New Account (3:05)
How to keep great notes on Accounts (2:30)
Why Accounts Never Close (1:52)
End of Module Quiz
Campaigns
Introduction to Campaigns (0:30)
How to Create a Campaign (2:24)
How to best Use Campaigns (2:49)
How to send marketing emails out of salesforce (2:03)
End of Module Quiz
Service
Introduction to Service (0:33)
What is a case? (2:19)
How to Create a Case (3:45)
Case Entitlements and Milestones (3:11)
Knowledge (0:49)
How to Create a Knowledge Article (3:17)
End of Module Quiz
Related Lists
What are related lists? (2:21)
Why are related lists and linking so important? (2:23)
End of Module Quiz
Automations
Why use automations? (3:03)
What can automations do? (2:23)
Using Approval Processes (2:05)
Who to Ask About Automations (0:57)
End of Module Quiz
Activities
Why using Activities is Important (2:01)
How activities connect to everything (1:23)
Using Tasks (3:23)
Logging Activities (2:17)
End of Module Quiz
Connecting Email
Why is connecting to email important? (0:50)
How to Connect your email to Salesforce (0:53)
Creating Lists
What are lists? (2:32)
How to Create and Pin a List (4:15)
Kanban View on Lists (1:49)
End of Module Quiz
Creating Reports
What is reporting? (2:50)
Report Types (2:37)
Report Formats (7:24)
Reports in Classic (2:01)
Reports Example #1 (5:44)
Reports Example #2 (4:28)
Dashboarding (1:57)
Components (3:07)
End of Module Quiz
User Interface
Apps (1:58)
Homepages (1:36)
Global Search (1:32)
End of Module Quiz
Salesforce Security
Introduction to Security (0:28)
Write vs Read (1:26)
I own a record, what can I do? (3:03)
Teams (2:29)
Groups (2:03)
Sharing (3:09)
End of Module Quiz
Personal Settings
How to change a timezone (1:15)
Resetting Passwords (1:35)
Chatter (1:48)
End of Module Quiz
Error Messages
What to do when error messages show up (2:47)
Thanks for Taking this Course!
Reviews are helpful! (0:23)
Did I miss anything? (0:17)
Lets Connect! (0:19)
Common Automations you will see on Opportunities
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