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Introduction to Salesforce
Introduction to Salesforce
Learn how to navigate, search, and get help in Salesforce Lightning
What is a CRM? - 2 minutes 20 sec
Learn about a CRM and how Salesforce can help you grow your business.
Lightning Experience: Let's Take it for a Spin - 4 minutes 25 sec
Your personal settings, how to find things, and how to navigate records, find details, and common actions.
http://salesforce.vidyard.com/watch/LfY-yg0tw_0A2YeLn42lsw
Trail: Elevate Your Daily Productivity
10 minutes, 100 pts
After completing this unit, you’ll be able to:
- Kick off global actions and work with docked composers.
- Identify new features on the Home page.
- Use keyboard shortcuts.
Saleforce Basics
These videos showcase Salesforce and the Lightning Experience. Learn how to find your personal settings, where to find items such as records and apps, and how to navigate records and find details and common actions. Explore built-in productivity and collaboration tools. Learn how to use Search. Meet the Home page, where you can start your day well informed and ready to go. Check out the Trail to learn more.
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