Find yourself lost, overwhelmed and confused working with accounts in Salesforce, wondering how to:
- Quickly access the accounts tab?
- Effortlessly find & create list views of specific accounts that you need to easily access on a regular basis?
- Proficiently search for accounts?
- Efficiently create new accounts?
- Painlessly update existing accounts?
- Easily find & merge duplicate accounts?
- Quickly track calls, meetings & follow ups with accounts?
- Conveniently view the contacts contained in a specific account?
- Brilliantly use Chatter on accounts, to collaborate with colleagues with fewer clicks and more transparency?
- Effortlessly use Salesforce1 on your mobile device to:
- search for accounts?
- access the accounts tab?
- access your accounts list views?
- see & update details regarding your accounts?
- access the Chatter feed on your accounts?
- view & update related records regarding your accounts?
- Efficiently use Salesforce to track and manage your accounts.
- Effortlessly find your open items and activity history associated with accounts already in your database.
- Painlessly track your calls, tasks & other follow up items to speak intelligently and work efficiently with your accounts.
- Joyously eliminate wasted hours searching YouTube and Google, only to discover that the information you find is irrelevant, too detailed and likely aimed at Salesforce developers or admins.
- Proudly become a Salesforce Rockstar, focusing on closing more deals and following up with your customers instead of pulling your hair out trying to understand Salesforce.
This class is a must for you if you are using Salesforce Classic and need to quickly get up to speed on how to use the Accounts functionality to:
- Graciously track the organizations & companies that you work with.
- Skillfully find those account that require attention.
- Effortlessly track your progress as you work with your accounts.
- Easily collaborate with your colleagues regarding companies, without having to jump between Salesforce and email.
- Painlessly find and merge duplicate accounts in your Salesforce database.
- Proficiently use your mobile device to access your entire database of accounts in Salesforce so that you're never caught off guard and always ready to close more deals.
✔️ Step-by-Step Instructional Videos
✔️ Easy to Digest, Bite-Size Chunks of Learning
✔️ Practical, no-nonsense guidance on how to use Salesforce
✔️ Community Access & Support
✔️ 100% Online & Mobile Friendly