Getting Started in Salesforce - Navigation

MP4 | Video: AVC 1280x720 | Audio: AAC 44KHz 2ch | Duration: 43M | Lec: 8 | 433 MB

Genre: eLearning | Language: English

This is an introductory, beginner course for those who are confused and intimidated by logging into Salesforce.

If you are new to Salesforce CRM, you're likely overwhelmed and intimidated by the features and functionality. You probably aren't sure where to start. This Salesforce online training class is your starting place.

This training course will give you the confidence you need to understand the fundamental basics of navigating Salesforce by learning how to:

Quickly find records you need

Find the tabs and other features you need

Use Salesforce search, like a ninja

Customize your tabs in Salesforce

Find the Help Portal

Update your profile picture and contact information

Find the Chatter feed on the homepage

Hide or display the side panel

Leverage the Recent Items, Custom Links and Recycle Bin components on the side panel

Find the tasks that require immediate attention

Update your language and time zone preferences

Create a custom email signature

Update your email notification settings

Change your password

Know where to find or create custom email templates

Control your calendar sharing preferences

Set your own activity reminders