Getting Started in Salesforce - Navigation

Course details

If you are new to Salesforce CRM, you're likely overwhelmed and intimidated by the features and functionality. You probably aren't sure where to start. This Salesforce online training class is your starting place.

This training course will give you the confidence you need to understand the fundamental basics of navigating Salesforce by learning how to:

• Quickly find records you need
• Find the tabs and other features you need
• Use Salesforce search, like a ninja
• Customize your tabs in Salesforce
• Find the Help Portal
• Update your profile picture and contact information
• Find the Chatter feed on the homepage
• Hide or display the side panel
• Leverage the Recent Items, Custom Links and Recycle Bin components on the side panel
• Find the tasks that require immediate attention
• Update your language and time zone preferences
• Create a custom email signature
• Update your email notification settings
• Change your password
• Know where to find or create custom email templates
• Control your calendar sharing preferences
• Set your own activity reminders