Let's see an example of one of the tools you will be build in your class: Stuck Opportunities. Identify which opportunities are stuck in your pipeline with this report. Overcome objections and hurdles to move your opportunity to a closed sale. Close more deals, faster.
Let's see an example of one of the reports you will be building in the class: Leads by source. Identify your lead sources and focus your marketing efforts accordingly. Determine the origin of leads. Track marketing efforts and stay on course. Use data to make informed decisions.
Salesforce Mobile Lite is an easy two-step process to set up: Enable and Notify. We go through a comparison of the differences between Salesforce Mobile Lite and Salesforce Mobile Standard.
Learn to use Facebook with Salesforce to grow your business.Integrating Facebook with Salesforce can have a number of benefits including storing a post as a lead or contact, replying to and “Liking” a post right inside Salesforce. It all starts with pulling the conversation into Salesforce.
Social Accounts and Contacts are features in Salesforce that use Social Media to spark conversations and insights with your Leads, Accounts, and Contacts.
While working on a record, a report, or just navigating your Salesforce, you may get reminder windows popping up at inappropriate times. Or quite the opposite, you may also forget important meetings or tasks, and wish to enable this popup feature. You can adjust these reminder settings.
If you ever accidently deleted a record, report, or dashboard thinking you would never see it again this video is for you. Salesforce allows you to recover a limited number of files from the recycle bin for 15 days. You can test this by “accidently” deleting one of your records.
Salesforce has great Calendaring features built in. You can manage your individual calendar and share it with your team and co-workers. Set-up public and resource calendars for your organization as well.
One of the most basic and recurring tasks you will have as an administrator is resetting passwords and troubleshooting why users cannot log in. The first thing you should do is check the user’s Login History.
Use the Data Export tool to backup your entire Salesforce.com instance or just certain objects in your database. You can also use the Data Loader to back up your instance, but one of the better features of the Data Export Tool is that it allows you to back up your documents and attachments.