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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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