DIY Training

DIY Training

You can do it by yourself after training

 

Training & Workshop to teach how to setup Sales Cloud with 4 hour “How to” Support.

Training & Workshop to teach how to setup Sales Cloud with 4 hour “How to” Support.

Salesforce Platform Basics

  • Starting to use CRM System
  • Introducing Lightning Experience

 

Top 6 Things “You Can’t-Miss” Pages in Setup

  • Company Information
  • Storage Usage
  • User
  • Login History
  • Sandboxes
  • Your Account

UI Customization

  • List View
  • Page Layout Overview
  • Edit Page Layout (Details)
  • Edit Page Layout (Related List)
  • Edit Compact Layout
  • Email Template
  • Web-to-Lead

 

Customizing

  • Creating New Fields
  • Picklist Value

Data Management

  • Recycle Bin
  • Import data

 

Report and Dashboard

  • Report and Dashboard folder
  • Share a Report or Dashboard Folder in
  • Lightning Experience
  • Build a Report in Lightning Experience
  • Build a Lightning Experience Dashboard
First Name and Last Name
Annop CRM-C