Salesforce Tips

Offered By: LinkedIn Learning

Tags

Salesforce Courses Customer Relationship Management Courses Salesforce Lightning Courses Salesforce Administration Courses Lead Management Courses

Course Description

Overview

Learn practical tips and tricks that can help you work smarter in Salesforce, the hugely popular customer relationship management (CRM) solution.

Syllabus

Introduction

Welcome

1. Customizing Salesforce

Customize the Salesforce home page
Customize the Salesforce navigation bar
Know your Salesforce admin
Create consistent naming conventions
Set up personal Salesforce reports

2. Day-to-Day Operations in Salesforce

How to use Salesforce everyday
Weekly review leads and opportunities
Salesforce Lightning vs. Classic View
Consistently name Salesforce opportunities
Use Salesforce email
Use integrated social media
Set follow-up reminders

3. Connect with the Salesforce Community

Register for Dreamforce
Find a local Salesforce user group

4. Biggest Mistakes in Salesforce

Don’t transfer Salesforce accounts
Don’t share Salesforce accounts
Avoid over-automation in Salesforce
Avoid scheduling Salesforce reports
Hidden resources in Salesforce

Conclusion

Where to find more Salesforce tips

Taught by

Christine Volden

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