Salesforce Essentials

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Harrison Tech Training

Course (1 Day) 

August 23rd – Remote

August 26th – West Coast

September 4th – Remote

September 23rd – 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.