Learn How To Manage Accounts & Contacts in Salesforce Classic
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.
- Sift through hundreds, thousands or millions of records with just
- 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;
- Recent Items
- Recycle Bin
- Learn how to hide the side panel when you need it removed.
- Learn how to use the most common features found in the side panel;
- Main Screen
- Learn how to use the most common features found in the main section:
- Chatter
- My Tasks
- Calendar
- Learn how to use the most common features found in the main section:
✔️ 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
Your Instructor
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"Explaining how to find & merge duplicates is a game changer! Teaching Salesforce users how to use this feature is powerful!"
- Darrell Gallegos
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"I am impressed with Brainiate Academy and the content focusing on the Salesforce1 mobile app. The specific feature of the training that made it most useful for my experience is your use of user stories to demo the HOW along with the WHY. Your use of the screens to show what users will see is extremely helpful. Well done!"
- Matthew Anders
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"Easily accessible content that was well-structured. Thank you, David!"
- Daniel Flanigan