Salesforce Essentials

Home / Salesforce Essentials

Harrison Tech Training

Course (1 Day) 

October 1st – Remote

October 18th – Remote

October 23rd – Remote

November 7th – Remote

November 22nd – Remote

November 28th – Remote

Agenda

  • Introduction into the fundamentals
  • Navigating through the Application
  • Account & Contact Management
  • Lead & Opportunity Management
  • Data Import
  • Reports & Dashboards
  • Understanding the differences between the Salesforce versions

Description

The Salesforce Essentials is designed to provide you with the knowledge needed to get started with the Essentials tool. You will learn all the basic data modeling, how to navigate the app efficiently, and how to continue scaling your business. This course is best for those users who are brand new to the Salesforce Environment and want to hit the ground running. After this course you will be able to use the tool effectively and ensure everyone at your organization is using it properly.