Salesforce Classic New User Training

Salesforce Classic New User Training

This course covers:

Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls.

Customer Relationship Management Fundamentals as specifically performed on the Salesforce Platform

Encompasses the entire lifecycle of the typical sales process from

Marketing (Attract Customers)

Sales (Attain Customers)

Service (Retain Customers)

In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation.  We’ll cover lead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Tradeshows, and Social.

I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, and setting up multiple and varied Sales Processes.

Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section.

The Salesforce Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You'll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time! 

Salesforce Classic New User Training
  • Introduction and My Bio

    Here's where our journey begins. I discuss my background, experience, and my Salesforce certifications. From there, we get oriented to take this journey together in learning Salesforce.

  • Signing Up for a Free Salesforce Account

    Salesforce provides a free account for those looking to learn the platform. So you can sign up for your own Salesforce organization, complete with two Enterprise level user licenses. This is worth roughly $300/month in licensing fees, and enables you to follow along with the lectures of this cour...

  • Signing In to Salesforce and Touring the User Interface - Getting Oriented

    This lecture takes you through the Salesforce User Interface, at an introductory level. The initial screen to register your phone number with your Salesforce account is also shown. The Application Menu and Tabs are introduced and explained, along with a glimpse of your home page.

  • Using The Salesforce Home Page - Search, Create New, Recycle, Calendar & Tasks

    Now that we are signed up and logged in, it's time to get familiar with the Salesforce home page. We cover searching for Salesforce records, creating new records via the Quick Create menu found on the home page, accessing the Calendar, your Tasks, and your Recycle Bin.

    It is in this lecture that...

  • Salesforce Personalization Introduction

    In this lecture I introduce you to the Personalizing Salesforce section of the course and let you know what lies ahead. And then we jump in to setting up your My Profile page.

  • Setting Up Your 'My Profile' Page in Salesforce

    One of the first things you need to do as you get started as a legitimate Salesforce user is setting up your profile. We also upload a profile picture to put your face with your name in Salesforce.

  • Using the My Settings Menu & Modifying Your Personal Information in Salesforce

    This lecture covers how to modify your personal information in Salesforce, setting your Time Zone, resetting your password, and granting login access. Also covered is managing your Chatter email notifications, Chatter Digest settings, and how to set your default language in Salesforce.

  • Customizing Your Display and Layout Settings in Salesforce

    In this lecture we cover how to customize your tabs and page layouts. We also cover utilizing your Social Accounts in Salesforce, as well as Accessibility settings.

  • Introduction to Marketing Management, Automation, and Optimization

    This lecture sets the stage for the ATTRACT section of the course - Marketing. We will cover how to automate and optimize your lead management processes on the Salesforce platform.

  • Lead Management in Salesforce

  • Corresponding with Leads in Salesforce

    In this lecture we cover the different ways you can correspond with leads in Salesforce. We cover sending emails from Salesforce, and logging calls. These correspondence activities are in Activity Management in Salesforce. We also tour the WYSIWYG editor available while sending emails from Salesf...

  • Lead Collaboration with Chatter

    You can collaborate on Leads in Salesforce by using Chatter. We go over the core collaboration features of Chatter, which enables you to discuss and strategize within an actual Lead record in Salesforce. We cover following records, liking posts, @ mentioning co-workers, creating groups, and even ...

  • Creating Campaigns in Salesforce

    Any effective marketer is well-versed in creating, coordinating, and executing campaigns. The core features and functions found in Campaign Management in Salesforce are covered in this lecture.

  • Creating Target Lists in Salesforce by Adding Leads to a Campaign

    This lecture covers the different ways you can add people to a Campaign. We cover adding leads to a Campaign individually. We also cover mass-adding campaign members via a .csv file, which is very helpful when you receive lead lists after hosting a booth at a conference or tradeshow, for example....

  • Executing Campaigns in Salesforce

    It's time to start executing campaigns. In this lecture we explore the lifecycle of campaigns and how to also add Contacts to Campaigns. Creating an Opportunity from a Campaign Member is also demonstrated.

  • Tracking Campaign Responses in Salesforce

    This lecture covers the various ways you can update Campaign Member responses in Salesforce. You can track responses manually, or in bulk.

  • Campaign Collaboration with Chatter

    This lecture shows you how to enable Feed Tracking for the Campaign object, and specify which fields you want to track updates on. From there, we go into how to collaborate on Campaigns using Chatter.

  • Sales Management, Automation, and Optimization Introduction

    This lecture sets the stage for the ATTAIN section of the course - Sales. We will cover how to automate and optimize your sales management processes on the Salesforce platform.

  • Introducing and Understanding the Account Record in Salesforce

    Accounts are the lifeblood of business. In this lecture, we go through the various aspects of the account object in Salesforce. We cover the types of accounts you will be working with, the account page layout, and also key fields that are vital in your understanding of the Salesforce Platform, as...

  • Team-based Selling with Account Teams in Salesforce

    In this lecture, we enable Account Teams. We then go through the process of adding team members to an account, as well as assigning their various roles.

  • Corresponding with Accounts in Salesforce for Effective Account Management

    Providing effective Account Management and delivering stellar Client Services are crucial for not only your success in Salesforce, but in business. This lecture walks you through various Activity Management functions for account records. We cover assigning tasks and scheduling events for accounts.

  • Account Collaboration with Chatter

    Chatter enables you to collaborate on accounts with team members to provide effective Account Management. In this lecture, we run through the common Chatter functions you can perform as it relates to Accounts in Salesforce.

  • The Contact Record - a.k.a. The Record Formerly Known as a Lead

    There are several ways that a new contact record can be created in Salesforce. We revisit the lead conversion process and how a new contact is created from this process, along with its associated account record, and the optional new opportunity that is also created during the lead conversion proc...

  • Corresponding with Contacts in Salesforce

    In this lecture we cover the various ways you can correspond with Contacts in Salesforce. These methods include logging calls, sending emails, and more.