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Salesforce Training Plan - 1. Orientation

This training plan can be used independently by a learner or as a guide for a training session.


Part I - Introduction
  • Ask each participant to share their name, work area and some sense of how they expect to use Salesforce.
Part II - Fundamentals
  • Salesforce concepts
    • Recognizing People
    • Records and Lists
Part III - Demonstration
  • The Salesforce Interface
    • Banner
      • Global Search
      • User settings
      • Tab bar
      • Tab groups (apps)
    • Sidebar
      • Search results
    • Body Window
      • Lists
        • lists are used to find and to manage records
      • Records
        • sections separated by light blue lines are the 'record' - the rolodex card
        • sections separated by dark blue lines are lists - lists of related records
Part IV - Records
  • Lead (tbd)
  • Contact record
  • Account record
    • Community Account (CHR&R specific)
    • Organization Account (CHR&R specific)
  • Other records
    • Activities
    • Notes
Part V - Conclusion
  • Questions and Answers
  • Review Key Concepts
  • Next steps - Chatter!




Keywords:salesforce, training   Doc ID:70067
Owner:James L.Group:CHR&R Program Technologies
Created:2017-01-19 10:24 CDTUpdated:2020-12-21 13:00 CDT
Sites:CHR&R Program Technologies
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