In this module of the Bootcamp, we discuss how to Grow Where You Are Planted. In this lesson, I introduce you to the Org Chart we will be setting up in Salesforce.
You can also download the 10 Questions Worksheet, which I reference in this video.
Resources:
10 Questions Worksheet - https://kartrausers.s3.amazonaws.com/mikewheelermedia/6722257_1574710254031Grow-Where-You-Are-Planted-Worksheet-10-Questions-for-You.pdf
Org Chart - https://kartrausers.s3.amazonaws.com/mikewheelermedia/1752427_1534180042524OrgChart2.pdf
Module 1 Workbook (PDF) - https://kartrausers.s3.amazonaws.com/mikewheelermedia/1765601_1534290290956Module1Workbook.pdf
Resources:
Org Chart - https://kartrausers.s3.amazonaws.com/mikewheelermedia/1752427_1534180042524OrgChart2.pdf
10 Questions Worksheet - https://kartrausers.s3.amazonaws.com/mikewheelermedia/6722257_1574710254031Grow-Where-You-Are-Planted-Worksheet-10-Questions-for-You.pdf
In this lecture, we import the Fortune 500 list of account records into your Salesforce account.
https://kartrausers.s3.amazonaws.com/mikewheelermedia/6725952_15747245188161748709_1534139041905Fortune500Accounts_5.csv
We also import 500 Contact records as well, which are listed in the Fortune ...
In this lesson, we create a Contact & Account Report. We then subscribe to the report. We also further customize the report to perform various groupings. We then create an Opportunity report and then perform Bucketing of the opportunities based on amounts.
