This training will help you complete the following objectives:
- Understand what Salesforce is and how it can help you be efficient in managing your daily tasks
- Logging into Salesforce and accessing your departments Salesforce App
- Learn how Salesforce organizes data and terminology specific to the organization
- Navigating around key areas of the Salesforce system
- Understanding Account Types, Subtypes and Designations
- Establishing relationships between contacts and one or many facilities
- Using list views to get to important information quickly
- Capture emails, calls and tasks using Salesforce Activities
- Creating reports and dashboards