Setting Up and Configuring a New Salesforce Organization

Learn the basics of setting up your Organization in Salesforce with a walk-through of the Organization settings in the platform and familiarize yourself with Salesforce's capabilities.

Getting your company set up on the Salesforce platform can seem intimidating. In this course, Setting Up and Configuring a New Salesforce Organization, you will learn the foundational knowledge necessary to understand what Salesforce is capable of and which settings you need to consider for your own company in order to get going as quickly as possible. First, you will learn about how an Organization is defined in Salesforce. Next, you will discover available configuration settings within the platform. Finally, you will see a demo of a basic Organization setup in Salesforce. When you’re finished with this course, you will have the skills and knowledge required to get your company set up and operating in Salesforce in no time.

• Course Overview 1min
• Understanding Salesforce Organization Management 4mins
• Navigating Salesforce Organization Settings 39mins
• Configuring a Basic Organization Setup 38mins