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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!