From the course: Salesforce Essential Training (2021)
Learning the essentials of Salesforce - Salesforce Tutorial
From the course: Salesforce Essential Training (2021)
Learning the essentials of Salesforce
- [Jamie] Are you starting a new job and need to quickly learn the basics of Salesforce? Or maybe your company's rolling out Salesforce and you need to get up to speed. I'm Jamie Grettum, I'm a Salesforce trainer and consultant and I've put together a course that covers the core features of Salesforce. Salesforce does a lot. In this course, we focus on the tools and functionality used by someone in sales or sales support or even marketing, all of you in customer-facing roles who need to plan, log, and manage your customer actions. In this course, you'll learn to use Salesforce in the Lightning interface, but more than that, I draw on my years of experience in sales operations as a business analyst to highlight for you what I know about leadership expectations for using Salesforce and how you can use Salesforce to stay focused on the actions required to further your client conversations. So join me, Jamie Grettum, in learning the essentials of Salesforce. Let's get started.