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Introduction to Salesforce
Introduction to Salesforce
Introduction to Salesforce

About the Course

Learn how to effectively leverage Salesforce to ensure success in your role as an SDR, AE, or SE.

Course Categories

Sales Academy

Course Instructor

Joe Cefalo
Joe Cefalo
Course Progress
Not started
Enroll
Course Outline
  1. Introduction
    1. Course Agenda
  2. Page Layout Overview
    1. Homepage Layout
    2. App Launcher
    3. Knowledge Review
  3. Account Objects
    1. Accounts
    2. Account Creation Requests
    3. Knowledge Review
  4. Lead & Contact Objects
    1. Leads
    2. Contacts
    3. Knowledge Review
  5. Opportunities & Org Umbrella Objects
    1. Opportunities
    2. Org Umbrellas
    3. Knowledge Review
  6. Reporting Functionality
    1. Reports & Dashboards
  7. Help & Guidance
    1. Where to Go and When
course
Introduction to Salesforce
Introduction to Salesforce
Course Progress
Not started
Enroll

About the Course

Learn how to effectively leverage Salesforce to ensure success in your role as an SDR, AE, or SE.

Course Outline
  1. Introduction
    1. Course Agenda
  2. Page Layout Overview
    1. Homepage Layout
    2. App Launcher
    3. Knowledge Review
  3. Account Objects
    1. Accounts
    2. Account Creation Requests
    3. Knowledge Review
  4. Lead & Contact Objects
    1. Leads
    2. Contacts
    3. Knowledge Review
  5. Opportunities & Org Umbrella Objects
    1. Opportunities
    2. Org Umbrellas
    3. Knowledge Review
  6. Reporting Functionality
    1. Reports & Dashboards
  7. Help & Guidance
    1. Where to Go and When

Course Categories

Sales Academy

Course Instructor

Joe Cefalo
Joe Cefalo