Salesforce For Dummies 2020 Lesson Part 1 Tutorial
In this video, I summarize the first half of Salesforce for Dummies 2020.
Concepts covered:
1 - How to access Salesforce website.
2 - How to sign up for a free trial
3 - What Salesforce is and does
4 - The different versions of Salesforce: Salesforce Essentials, Lightning Professional, Lightning Enterprise, Lightning Unlimited
5 - How to access your username and change your password
6 - How to switch between Classic View and Lightning View
7 - Navigation Bar and editing the Navigation Bar
8 - Apps such as Recycle Bin or Chatter
9 - Events
10 - Tasks
11 - Changing Account View
12 - Make a Custom list View for Accounts with a Filter criteria
13 - Create custom columns for account page
14 - Add contacts to an Account
15 - Making accounts Parents to other accounts or relating contacts
16 - Update profile settings, customize Layout, Download Salesforce Mobile
17 - Customize Time Zone
18 - Grant login access
19 - Restore deleted records from Recycle Bin
20 - How to create an Event or Task and Assign it to somone
21 - Tracking Activity for a contact or account or opportunity or Lead as the days progress
22 - Communicate with Chatter, follow all Objects with Streams, create custom groups with confidential information that allows exclusive members and clients with read only access with permissions
23 - Follow chatter users, create chatter posts, polls, ask questions
24 - Customize Chatter settings
25 - Create and Import csv file into Leads
26 - Duplicate Leads / Merge into one Lead
27 - Convert a Lead into an Opportunity, Account, or Contact or all 3
28 - Setup a Queue for Leads (custom View)
29 - Assign Leads to a Queue
30 - Auto-Assign Leads to particular Users based on criteria with Lead Assignment Rules
31 - Mass Delete Records such as Leads, Accounts, Contacts etc.
32 - Create Opportunities under Contacts
33 - Create a Rollup Summary field column for the Account Page based on the amounts field in an opportunity assigned to an account and get the total amounts for an account based on the underlying opportunities
34 - Drag opportunities across the different stages from beginning to completed and view the total balance associate with each stage
35 - Create Reports
36 - Save and Export Reports
37 - Create formulas, group report columns, Summarize and bucket columns (categorize)
38 - Conditionally Format reports