Find yourself lost, overwhelmed and confused navigating around Salesforce, wondering how to:
- quickly find a specific record that you need;
- see all of your open tasks & upcoming meetings;
- customize your Salesforce tabs to hide some of the irrelevant and distracting tabs staring at you in the face every day;
- log a Salesforce Support ticket;
- find free apps to expand the functionality of Salesforce;
- tap into a rich community of Salesforce enthusiasts who can help solve your challenges; or
- find and un-delete your recently deleted records?
- Use Salesforce more efficiently.
- Eliminate the wasted hours endlessly searching YouTube and Google, only to discover that the information you find is irrelevant, too detailed and likely aimed at Salesforce developers or admins.
- Quickly become a Salesforce Rockstar, focusing on closing more deals and following up with your clients instead of pulling your hair out trying to understand Salesforce.
This class is a must for any professional who is using Salesforce Classic and needs to quickly get up to speed on how to access and use:
- Salesforce Search
- Sift through hundreds, thousands or millions of records with just
a few clicks;
- Access the search function from practically any screen in Salesforce.
- Personal Settings (where you can find options to):
- Change your password;
- Adjust your time zone;
- Update your email address;
- Set your notification preferences;
- ...and more!
- Help Portal
- Find documentation, knowledge base articles;
- Log a Support Ticket;
- ...and more!
- AppExchange
- Expand your Salesforce capabilities with thousands of apps
- Salesforce Success Community
- Connect with others;
- Post questions;
- Join groups;
- Learn more about new features;
- ...and more!
- Tabs
- Learn how to add more tabs;
- Remove unnecessary tabs that are cluttering your screen;
- Learn how to sort your tabs based on your personal preferences.
- Side Panel
- Learn how to use the most common features found in the side panel;
- Learn how to hide the side panel when you need it removed.
- Main Screen
- Learn how to use the most common features found in the main section:
- Chatter
- My Tasks
- Calendar
✔️ 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