Level: BeginnerSales Cloud
Salesforce Opportunities: Sales Process, Path and Opportunity Teams
Salesforce Opportunities track the deals your team is working on, from the first conversation to a signed order or a lost deal. An opportunity…
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Salesforce
Level: BeginnerSales Cloud
Salesforce Accounts and Contacts: Hierarchies, Contact Roles and Account Teams
Salesforce Accounts and Contacts are the heart of every sales org, because they store the companies you work with and the people inside them.…
Level: BeginnerSales Cloud
Salesforce Lead Management: Web-to-Lead, Assignment Rules and Lead Conversion
Salesforce Lead Management is the process of capturing new enquiries, sending each one to the right person and turning good ones into real customers.…
Level: IntermediateSalesforce
Salesforce AppExchange: How to Install and Manage Apps Safely
Salesforce AppExchange is the official marketplace where you can find ready-made apps, components and consultants for your Salesforce org. Instead of building every feature…
Level: IntermediateSalesforce
Salesforce Data Management: Weekly Export, Mass Transfer and Recycle Bin
Salesforce Data Management covers the jobs that keep your data safe, tidy and recoverable, like exporting backups, moving records between owners, deleting old data…
Level: BeginnerSalesforce
Salesforce Chatter, Files and Collaboration Explained
Salesforce Chatter is the built-in collaboration tool that lets your team post updates, ask questions and share files right next to the records they…
Level: BeginnerSalesforce
Salesforce Activities: Tasks, Events, Calendar and Email Integration
Salesforce Activities are the tasks, events, calls and emails that show what people actually did with a customer. A record tells you who the…
Level: IntermediateSalesforce
Salesforce Quick Actions, Global Actions and the Mobile App
Salesforce Quick Actions are buttons that let users create or update records in one or two clicks, without leaving the page they are on.…
Level: BeginnerSalesforce
Salesforce List Views, Kanban and Search Layouts Guide
Salesforce List Views are saved filters that show users exactly the records they need, right inside each object’s tab. Together with Kanban boards and…
Level: IntermediateSalesforce
Salesforce Picklists: Global Value Sets and Dependent Picklists
Salesforce Picklists let users choose a value from a fixed list instead of typing it. That one design choice keeps your data clean, your…