Salesforce is a hot customer relationship management (CRM) platform. Learn how to use all of its amazing capabilities with this new CBT Nuggets video training course, “Salesforce.”
Join trainer Jim Anthony as he guides you through the basics of Salesforce. During the 20-video course, he teaches you how to navigate Salesforce, build custom reports, work with opportunities, and more.
Whether you are a sales rep or an account executive, check out this Salesforce video training.
Here’s the complete video listing for the course:
- Salesforce Layout & Overview
- Navigating Salesforce
- Setting up Salesforce
- Using the Salesforce Sidebar
- Searching in Salesforce
- Working with Records
- Salesforce Objects — What are they? How do they relate? How to navigate.
- Working with Leads
- Working with Standard Reports
- Building a Custom Report
- Understanding Salesforce Forecasts
- Inputting/Updating Salesforce Forecasts
- Working with Contacts
- Permissions & Access
- Modifying the User Interface
- Working with the Page Layouts
- Working with Accounts
- Maximize Productivity with Salesforce
- Working with Dashboards
- Working with Opportunities
Start watching today!