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Getting Started with Salesforce online training PowerPoint Presentation
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Getting Started with Salesforce online training

Getting Started with Salesforce online training

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Getting Started with Salesforce online training

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  1. Learn to navigate Sales force CRM and build lasting customer relationships. • By the end of this course, you will be able to: • Log into the Sales force CRM application. • Describe the basic terminology of Sales force navigation. • Navigate Sales force CRM applications. • Utilize Global Search to find records, files, and people. • Customize basic application settings. • Find additional Sales force Help & Training. USA : +1 940 440 8084, IND : +91 953 383 7156 Email Id : info@maxonlinetraining.com

  2. Trailhead - Navigate the Sales force Advantage Enroll Now :  https://goo.gl/qfXwWU I think most of you (probably all) are aware of TRAILHEAD!! An awesome tool design by a great team of Sales forceto help new and experience developers. It helped me a lot to get over lightning concepts and I hope you must have your own favorite list. USA : +1 940 440 8084, IND : +91 953 383 7156 Email Id : info@maxonlinetraining.com

  3. FREE Interactive Live Demo: https://goo.gl/O926ng USA : +1 940 440 8084, IND : +91 953 383 7156 Email Id : info@maxonlinetraining.com

  4. Enroll Now :  https://goo.gl/qfXwWU The World’s Most Complete CRM Application CRM is about managing successful relationships with your customers, including potential customers. • Successful CRM involves: • Marketing to your customers. • Generating Sales. • Providing excellent customer service. USA : +1 940 440 8084, IND : +91 953 383 7156 Email Id : info@maxonlinetraining.com

  5. FREE Interactive Live Demo: https://goo.gl/O926ng Main Menu USA : +1 940 440 8084, IND : +91 953 383 7156 Email Id : info@maxonlinetraining.com

  6. Logging into Sales force for the First Time Enroll Now :  https://goo.gl/qfXwWU

  7. Standard Log in Procedure

  8. FREE Interactive Live Demo: https://goo.gl/O926ng Enroll Now :  https://goo.gl/qfXwWU

  9. FREE Interactive Live Demo: https://goo.gl/O926ng Main Menu BEGIN Logging In Terminology Navigation Global Search Customization Help & Training Summary & Demo Knowledge CONCLUDE Check Suggested Route of Investigation Click Here to Finish USA : +1 940 440 8084, IND : +91 953 383 7156 Email Id : info@maxonlinetraining.com

  10. Salce force Terminology and icons FREE Interactive Live Demo: https://goo.gl/O926ng

  11. Reports: Summary and analysis of Sales force data. Contracts A written agreement between two or more parties. FREE Interactive Live Demo: https://goo.gl/O926ng

  12. Leads Any person, organization, or company that may be interested in your products or services. Opportunities A potential revenue-generating event. FREE Interactive Live Demo: https://goo.gl/O926ng

  13. Accounts Customers, competitors, and partners. Forecasts The best estimate of the revenue you can generate in a quarter. FREE Interactive Live Demo: https://goo.gl/O926ng

  14. FREE Interactive Live Demo: https://goo.gl/O926ng Contacts Any individual or influencer associated with an account. Cases A detailed description of a customer’s feedback, problems, or questions.

  15. Solutions A detailed description of a customer issue and its resolution. Dashboards A real-time snapshot of company metrics and performance indicators. USA : +1 940 440 8084, IND : +91 953 383 7156 Email Id : info@maxonlinetraining.com

  16. Activities A task or a scheduled calendar event. Products An individual item that is sold on an opportunity.

  17. Logging into Sales force for the First Time Tabs & Pages Click on a tab to navigate to that home page. Each home page is the starting point for working with that object or application. NOTE: Each Home page layout is very similar, so you only need to understand one to understand them all. USA : +1 940 440 8084, IND : +91 953 383 7156 Email Id : info@maxonlinetraining.com

  18. USA : +1 940 440 8084, IND : +91 953 383 7156 Email Id : info@maxonlinetraining.com

  19. Additional Tabs Click All Tabs to view additional tabs. Click the name of a tab to open its home page. to Add Available Tabs the Selected Tabs list Click and save. My Customize Tabs to add tabs to your default tab display. USA : +1 940 440 8084, IND : +91 953 383 7156 Email Id : info@maxonlinetraining.com

  20. Collapsing the Sidebar FREE Interactive Live Demo: https://goo.gl/O926ng USA : +1 940 440 8084, IND : +91 953 383 7156 Email Id : info@maxonlinetraining.com

  21. Navigating List Views What is a view? • You can use list views to see a specific set of records. • A view is a list of records that match a specific set of criteria. • Each object has several default views and you can create your own custom views.

  22. FREE Interactive Live Demo: https://goo.gl/O926ng We have +4 Experienced Sales force Certified Trainers. CONTACT US For Additional Assistance , Course Details, Demo and Batch Scheduling Information, Get the details from Enroll Now :  https://goo.gl/qfXwWU USA : +1 940 440 8084, IND : +91 953 383 7156 Email Id : info@maxonlinetraining.com

  23. MAXONLINETRAINING.COM USA : +1 940 440 8084IND : +91 953 383 7156 E-Mail ID : info@maxonlinetraining.com Visit : www.maxonlinetraining.com