Next video will start in 30 seconds

Accessing Setup

Close Open

Bootcamp Part 1 - Grow Where You Are Planted Success Pack Introduction

Salesforce Bootcamp Part 1 - Make Your Own Experience • 4m 24s

Up Next in Salesforce Bootcamp Part 1 - Make Your Own Experience

  • Accessing Setup

    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

  • Loading Accounts

    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 ...

  • Creating Reports

    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.