Salesforce Basics - Regional Salesforce Training Session

Salesforce Basics (approx. 1.5 hrs)

• Platform Architecture
• Logging In/Setting Passwords
• General Navigation
• Data Model
• Lead
• Contact
• Opportunity
• External Relationships/Accounts
• Ancillary Objects
• Security Model
• Searching
• List Views
• Personalizing Interface
• Creating/Editing Records
• Manual Lead Conversion
• Batch Suspect/Prospect List Upload