Learning Salesforce
Large Fortune 500 companies and small startup businesses alike turn to Salesforce for their customer relationship management (CRM) needs. This course shows you how to start using Salesforce for managing all of your customer data, beyond email addresses and phone numbers. You can track each interaction, event, task, and more. Learn how to set up your profile, navigate the main tabs, search, and customize your dashboard. See how to create accounts, add your contacts, and convert leads into opportunities. Discover how to use reports to make informed decisions and close more deals. Get ready to conquer the basics and become comfortable with using this professional CRM tool.
Contents:
- Introduction
- 1. Getting Started
- 2. Exploring Objects
- 3. Accounts and Contacts
- 4. Leads and Opportunities
- 5. Tasks
- 6. Opportunities
- 7. Latest Releases
- 8. Custom Reporting
- Conclusion
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| Rating | Not enough ratings |
|---|---|
| Length | 1h 39m |
| Starts | On Demand (Start anytime) |
| Cost | $29/month (Access to entire library- free trial available) |
| From | LinkedIn Learning |
| Instructors | Christine V Pereira, Christine Volden |
| Download Videos | Only via the LinkedIn Learning mobile app |
| Language | English |
| Subjects | Business IT & Networking |
| Tags | Business IT Enterprise Content Management Salesforce Customer Relationship Management (CRM) Records Management Salesforce.com |
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| Rating | Not enough ratings |
|---|---|
| Length | 1h 39m |
| Starts | On Demand (Start anytime) |
| Cost | $29/month (Access to entire library- free trial available) |
| From | LinkedIn Learning |
| Instructors | Christine V Pereira, Christine Volden |
| Download Videos | Only via the LinkedIn Learning mobile app |
| Language | English |
| Subjects | Business IT & Networking |
| Tags | Business IT Enterprise Content Management Salesforce Customer Relationship Management (CRM) Records Management Salesforce.com |
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