Getting started with salesforce crm navigation

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Transcript of Getting started with salesforce crm navigation

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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.Learn to navigate Sales force CRM and build lasting customer relationships. USA : +1 940 440 8084, IND : +91 953 383 7156Email Id : info@maxonlinetraining.com

Trailhead - Navigate the Sales force AdvantageI think most of you (probably all) are aware of TRAILHEAD!! An awesome tool design by a great team of Sales force to 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. Enroll Now : https://goo.gl/qfXwWUUSA : +1 940 440 8084, IND : +91 953 383 7156Email Id : info@maxonlinetraining.com

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Successful CRM involves: Marketing to your customers. Generating Sales. Providing excellent customer service.The Worlds Most Complete CRM Application CRM is about managing successful relationships with your customers, including potential customers.

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

FREE Interactive Live Demo: https://goo.gl/O926ng

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

Standard Log in Procedure

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Main Menu BEGIN Logging In Terminology Navigation Global Search Customization Help & Training Summary & Demo Knowledge CONCLUDE Check Suggested Route of Investigation Click Here to FinishUSA : +1 940 440 8084, IND : +91 953 383 7156Email Id : info@maxonlinetraining.com

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Salce force Terminology and icons

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Summary and analysis of Sales force data.A written agreement between two or more parties.Reports:Contracts

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Any person, organization, or company that may be interested in your products or services.A potential revenue-generating event.LeadsOpportunities

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Customers, competitors, and partners.The best estimate of the revenue you can generate in a quarter.AccountsForecasts

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Any individual or influencer associated with an account.A detailed description of a customers feedback, problems, or questions.ContactsCasesFREE Interactive Live Demo: https://goo.gl/O926ng

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

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

Logging into Sales force for the First TimeTabs & 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 7156Email Id : info@maxonlinetraining.com

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

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 7156Email Id : info@maxonlinetraining.com

Collapsing the SidebarUSA : +1 940 440 8084, IND : +91 953 383 7156Email Id : info@maxonlinetraining.com

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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.

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

MAXONLINETRAINING.COMUSA : +1 940 440 8084 IND : +91 953 383 7156E-Mail ID : info@maxonlinetraining.comVisit : www.maxonlinetraining.com