Prositions Inc.

Course Overview

Learn the basics about Salesforce – the sky’s the limit with these tutorials, tips, and tricks. 

 

Target Audience

Appropriate for All

Course OverviewSalesforce is a fast to deploy, easy to adopt, and effective customer relationship management tool. This video explains how Salesforce can help you improve customer tracking in your business. Target AudienceAppropriate for All

Using Salesforce to Solve Critical Business Challenges

Course OverviewSalesforce comes in five different editions. The right one for you depends on your business and its goals. This video outlines each of the editions so you can make the right choice in terms of features, functionality, and customization.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Choosing the Right Saleforce Edition to Meet Your Goals

Course OverviewThe Search box, at the top of every Salesforce page, lets you search and find information easily. This video offers searching tips so you always find what you're looking for.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Finding Records with Salesforce Search Function

Course OverviewThe Calendar section on the Salesforce home page gives you a glance at your schedule for the following seven days. This video explains how to open entries, add new entries, and how to schedule a team event.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Managing Your Salesforce Calendar

Course OverviewWith Salesforce, you can easily track the tasks you need to accomplish each day. This video explains how to find your open tasks, create new tasks, and mark tasks as complete.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Tracking Your Salesforce Tasks

Course OverviewAccounts are the heart of Salesforce; everything you do should be attached to an account. This video explains how to create a new account and edit an account's details as needed.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Adding a New Account in Salesforce

Course OverviewWith the Account List view, you can filter your accounts based on certain criteria. This video shows how to use a predefined view and then sort the list of accounts to find the one you're looking for.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Choosing a Salesforce Account List View

Course OverviewIf the predefined Accountviews don't work for you, you can create a custom account view. This video explains how to create your own view, assign criteria for it, and decide who can use the view.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Creating a Custom Account View in Salesforce

Course OverviewAfter you create an account, you can assign it to someone else. This video discusses how to assign one account, assign several accounts, and transfer all accounts that belong to one person to another person.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Assigning a Salesforce Account to a Coworker

Course OverviewSalesforce makes adding your contacts easy. This video shows you two choices gives you: add each contact one by one manually or import many contacts at once.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Adding Contacts in Salesforce

Course OverviewAs your contact list grows, it's imperative to keep them organized. This video explains how to find contacts with one of Salesforce predefined views and how to create your own custom view.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Organizing Your Salesforce Contacts

Course OverviewOrganization charts give you a way to see how a company is set up. This video explains how to create an org chart in Salesforce when you have many contacts in a company.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Developing Organization Charts in Salesforce

Course OverviewIn Salesforce, you can keep track of events connected to an account. This video explains how to create an event from the Calendar section of the Home page or in the Open Activities section of an account's page.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Creating an Event in Salesforce

Course OverviewTasks are to-dos that you need to accomplish for different accounts. This video explains how to create a task, link it to an account, and then mark it as complete.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Creating a Task in Salesforce

Course OverviewWhen you have an interaction with someone and you want a record of it, you can input it into Salesforce as a call. This video explains how to log a call and link it to an account.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Logging a Call in Salesforce

Course OverviewLead generation is vital for gaining contacts and ongoing business with a company. This video explains how to manually add a lead to Salesforce or import many leads at once into Salesforce.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Setting Up Leads in Salesforce

Course OverviewAfter you've been working in Salesforce for a while, you'll most likely have accumulated a lot of leads. This video explains how to create a custom lead view to help you find a specific lead.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Organizing Your Leads in Salesforce

Course OverviewSalesforce makes it easy to track the opportunities you've generated so you can follow up on them. This video explains how to add, track, and close opportunities.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Adding and Updating Opportunities in Salesforce

Course OverviewPeriodically, you'll want to combine opportunity data into a report to look at the big picture. This video explains how to create a custom account field to show a summary of information you want to track, such as sales data or number of closed opportunities.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Combining Opportunities into an Account in Salesforce

Course OverviewDefining roles in Salesforce is important so everyone knows who's in charge of an account and who may just be a support person. This video explains how to define a contact's role for each opportunity in Salesforce.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Defining a Contact Role for an Opportunity in Salesforce

Course OverviewA product is an Individual items that you sell through your opportunities. This video shows how to include a product specifying a quantity and sales prices for that opportunity.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Adding Products to an Opportunity in Salesforce

Course OverviewIn order to link products to an opportunity, they must first be uploaded into Salesforce as a catalog. This video explains how to add products to a catalog, and how to maintain the catalog as products are added or deleted from your company's sales offerings.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Building a Product Catalog in Salesforce

Course OverviewAfter you have a products in an opportunity, it's easy to generate a quote for the account linked to that opportunity. This video explains how to create a quote in PDF format and email it to your customer.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Generating Quotes in Salesforce

Course OverviewThe Campaign module in Salesforce can help you to manage, track, and measure your marketing programs. This video explains how to add a campaign to track it through Salesforce.This video forms a part of the course Salesforce Target AudienceAppropriate for All

Driving Demand with Campaigns in Salesforce

Course OverviewSynchronizing Salesforce with Outlook can save you a lot of time. This video explains how to download the Salesforce plugin for Outlook and how to record your Outlook activities in Salesforce.This video forms a part of the course Salesforce Target AudienceAppropriate for All

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