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Complete and Continue
Complete Salesforce & Salesforce1 New User Training Course
Introduction and Getting Started with Salesforce
Introduction and My Bio (3:15)
Signing Up for a Free Salesforce Account (5:53)
Signing In to Salesforce and Touring the User Interface - Getting Oriented (8:41)
Using The Salesforce Home Page - Search, Create New, Recycle, Calendar & Tasks (14:51)
Personalizing Salesforce
Salesforce Personalization Introduction (0:39)
Setting Up Your 'My Profile' Page in Salesforce (2:36)
Using the My Settings Menu & Modifying Your Personal Information in Salesforce (12:09)
Customizing Your Display and Layout Settings in Salesforce (8:36)
ATTRACT - Marketing Management, Automation and Optimization in Salesforce
Introduction to Marketing Management, Automation, and Optimization (1:07)
Lead Management in Salesforce (16:54)
Corresponding with Leads in Salesforce (8:26)
Lead Collaboration with Chatter (14:05)
Creating Campaigns in Salesforce (6:03)
Executing Campaigns in Salesforce (6:33)
Tracking Campaign Responses in Salesforce (5:27)
Campaign Collaboration with Chatter (8:04)
ATTAIN - Sales Management, Automation and Optimization in Salesforce
Sales Management, Automation, and Optimization Introduction (1:03)
Introducing and Understanding the Account Record in Salesforce (9:46)
Team-based Selling with Account Teams in Salesforce (7:42)
Corresponding with Accounts in Salesforce for Effective Account Management (8:10)
Account Collaboration with Chatter (4:28)
The Contact Record - a.k.a. The Record Formerly Known as a Lead (8:06)
Corresponding with Contacts in Salesforce (9:48)
Contact Collaboration with Chatter (2:00)
Understanding The Opportunity Record in Salesforce and Your Sales Process (15:49)
Contact Roles on Opportunities - Decision Makers, Influencers Buyers, & More (2:36)
Team Based Selling with Opportunity Teams in Salesforce (2:55)
Using Salesforce Content to Equip Sales Reps (7:59)
Assigning Influential Campaigns to Opportunities to Measure ROI (7:44)
Opportunity Collaboration with Chatter (3:16)
RETAIN - Servicing Your Contacts and Accounts with the Salesforce Service Cloud
Service Cloud Introduction (1:22)
Introducing and Understanding the Case Record (5:25)
Creating, Managing and Closing Cases in Salesforce (13:07)
Introducing the Salesforce Service Console (8:50)
Working in Queues (11:18)
Case Automation in Salesforce (13:45)
Case Collaboration with Chatter (6:08)
Monitoring and Analytics with Reports and Dashboards
Salesforce Reports and Dashboards Introduction (0:44)
Common Types of Reports in Salesforce (10:10)
Creating Reports in Salesforce (10:57)
Customizing Reports and Creating Reports Folders in Salesforce (7:57)
Salesforce Report Scheduling and Automation (4:14)
Common Types of Dashboards and Their Components in Salesforce (6:48)
Creating Dashboards in Salesforce (9:53)
Customizing Dashboards in Salesforce (4:13)
Salesforce Dashboard Scheduling and Automation (5:15)
Run Your Business From Your Phone with the Salesforce1 Mobile Application
The Saleforce1 Mobile App Introduction (1:18)
Downloading and Installing the Salesforce1 Mobile App
Configuring Salesforce1
Touring the Salesforce1 User Interface, Navigation, and Global Actions (6:41)
Performing Common Marketing Actions in Salesforce1 (5:06)
Performing Common Sales Functions in Salesforce1 (9:58)
Performing Common Service Functions in Salesforce1 (4:43)
Salesforce Performance Enhancements and Productivity Hacks
Helpful Productivity Tips for Salesforce Users (11:23)
In Conclusion - Next Steps
In Conclusion ... Thank You and Here's What's Next! (1:46)
Contact Roles on Opportunities - Decision Makers, Influencers Buyers, & More
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