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Salesforce

Complete Course to Display Score

Salesforce Fundamentals demo

Understand Salesforce

Understanding Salesforce

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Tabs and Apps

How to Use Tabs and Apps in Salesforce

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Work with Views

How to Work with Views in Salesforce

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View and Edit a Record

How to View and Edit a Record in Salesforce

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Add Notes and Files

How to Add Notes and Files in Salesforce

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Find Records

How to Find Records in Salesforce

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Delete and Restore a Record

How to Delete and Restore a Record in Salesforce

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Work with Tasks

How to Work with Tasks in Salesforce

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Work with the Calendar

How to Work with the Calendar in Salesforce

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Profile Settings and Password

How to Change Profile Settings and Passwords

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Get Help

How to Get Help in Salesforce

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Salesforce for Sales Reps lock Subscribe to unlock

Create a Lead

How to Create a Lead in Salesforce

Convert a Lead

How to Convert a Lead in Salesforce

Create Accounts and Contacts

How to Create Accounts and Contacts in Salesforce

Log Activities

How to Log Activities in Salesforce

Send an Email

How to Send an Email in Salesforce

Create an Opportunity

How to Create an Opportunity in Salesforce

Create a Quote

How to Create a Quote in Salesforce

Clone and Close an Opportunity

How to Clone and Close an Opportunity in Salesforce

Forecast Opportunities

How to Forecast Opportunities in Salesforce

Transfer and Share a Record

How to Transfer and Share a Record in Salesforce

Views and Reports lock Subscribe to unlock

Create a View

How to Create a View in Salesforce

Edit and Delete a View

How to Edit and Delete a View in Salesforce

Work with a Report

How to Work with a Report in Salesforce

Create a Tabular Report

How to Create a Tabular Report in Salesforce

Edit and Delete a Report

How to Edit and Delete a Report in Salesforce

Report Filters

How to Use Report Filters in Salesforce

Advanced Report Filters

How to Use Advanced Report Filters in Salesforce

Create a Summary Report

How to Create a Summary Report in Salesforce

Create a Matrix Report

How to Create a Matrix Report in Salesforce

Work with Charts

How to Work with Charts in Salesforce

Schedule a Report

How to Schedule a Report in Salesforce

Subscribe to a Report

How to Subscribe to a Report in Salesforce

Report Folders

How to Use Report Folders in Salesforce

Dashboards lock Subscribe to unlock

Work with a Dashboard

How to Work with a Dashboard in Salesforce

Edit a Dashboard

How to Edit a Dashboard in Salesforce

Create a Dashboard

How to Create a Dashboard in Salesforce

Clone and Delete a Dashboard

How to Clone and Delete a Dashboard in Salesforce

Filter a Dashboard

How to Filter a Dashboard in Salesforce

Schedule a Dashboard

How to Schedule a Dashboard in Salesforce

Set Up a Dynamic Dashboard

How to Set Up a Dynamic Dashboard in Salesforce

Collaborate with Chatter lock Subscribe to unlock

Understand Chatter

Understanding Chatter in Salesforce

Post to Chatter

How to Post to Chatter in Salesforce

Follow in Chatter

How to Follow People and Records in Salesforce

Mentions and Topics

How to Use Mentions and Topics in Salesforce

Chatter Email Notifications

How to Use Chatter Email Notifications in Salesforce

Record Management lock Subscribe to unlock

Duplicate Leads and Contacts

How to Duplicate Leads and Contacts in Salesforce

Merge Accounts

How to Merge Accounts in Salesforce

Mass Transfer Records

How to Mass Transfer Records in Salesforce

Import Leads

How to Import Leads in Salesforce