Overview
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Learn practical tips and tricks that can help you work smarter in Salesforce, the hugely popular customer relationship management (CRM) solution.
Syllabus
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Introduction
- Welcome
- Customize the Salesforce home page
- Customize the Salesforce navigation bar
- Know your Salesforce admin
- Create consistent naming conventions
- Set up personal Salesforce reports
- How to use Salesforce everyday
- Weekly review leads and opportunities
- Salesforce Lightning vs. Classic View
- Consistently name Salesforce opportunities
- Use Salesforce email
- Use integrated social media
- Set follow-up reminders
- Register for Dreamforce
- Find a local Salesforce user group
- Don’t transfer Salesforce accounts
- Don’t share Salesforce accounts
- Avoid over-automation in Salesforce
- Avoid scheduling Salesforce reports
- Hidden resources in Salesforce
- Where to find more Salesforce tips
