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    Salesforce.com

    • Salesforce.com

      $29.95
    $29.95

    Product Overview

    Salesforce.com

    Authored By Jay Rivard


    Preview

    Product Description

    This cloudDVD goes over the basic functions of salesforce.com. At the end of this course you will have good understanding of leads, accounts, contacts; opportunities and campaigns; contracts and cases; solutions and products; reports; documents; and dashboards.



    Table of Contents:



    • Interface Overview

      • Logging In

      • The Homepage

      • Create New

      • The Search Engine

      • Recent Items List

      • Recycle Bin

      • The Details Section

      • Tasks

      • Events

      • Multi-User Calendar



    • Leads, Accounts, and Contacts

      • Leads

      • Lead Views

      • Creating a New Lead

      • Scheduling a Task

      • Log Call

      • Add Campaign

      • Send Email

      • Converting a Lead

      • Accounts

      • Account Options

      • Associating Accounts

      • Contact Detail

      • Request Update Function



    • Opportunities and Campaigns

      • Opportunities

      • Campaigns



    • Contracts and Cases

      • Contracts

      • Cases



    • Solutions and Products

      • Solutions

      • Products



    • Reports

      • The Reporting Engine Overview

      • Creating a New Custom Report

      • Types of Reports

      • Schedule Report



    • Documents

      • Documents Overview



    • Dashboards

      • Dashboard Example



    • Help

      • Help Overview

      • New Features Option



    • Setup Options

      • Personal Setup

      • Email Setup



    • Conclusion


     

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