I have come across a lot of people who have either heard of Salesforce or have little to no knowledge about what Salesforce does.
Once I talk to them and give them a run down of what Salesforce does and what we do with Salesforce. They almost always want to learn more.
I hear questions like:
- “I know what CRM is, but where can I learn more?”
- “My company uses Salesforce, but how can we customize it to suit us?”
- “How can I automate a few of the processes that we use with Salesforce?”
For most them, here is where I usually start; I hope you would find this useful too.
- Get Started with Salesforce CRM (25 minutes): https://trailhead.salesforce.com/modules/lex_implementation_basics/units/lex_implementation_basics_welcomeNavigate Setup (15 minutes)
- Get Started with Accounts and Contacts (20 minutes): https://trailhead.salesforce.com/trails/getting_started_crm_basics/modules/admin_intro_accounts_contacts/units/admin_intro_accounts_contacts_basics
- Lightning Experience Basics: https://trailhead.salesforce.com/modules/lex_implementation_basics/units/lex_implementation_basics_setup
- Create and Customize List Views (20 minutes): https://trailhead.salesforce.com/trails/lex_admin_implementation/modules/lex_customization/units/lex_customization_list
- Understand Account and Contact Relationships (15 minutes): https://trailhead.salesforce.com/trails/getting_started_crm_basics/modules/admin_intro_accounts_contacts/units/admin_intro_accounts_contacts_relationships
- Create a Sales Process and Use Opportunities (15 minutes): https://trailhead.salesforce.com/trails/getting_started_crm_basics/modules/admin_intro_opptys_leads/units/admin_intro_opptys_leads_opportunities
- Convert and Assign Leads (15 minutes): https://trailhead.salesforce.com/trails/getting_started_crm_basics/modules/admin_intro_opptys_leads/units/admin_intro_opptys_leads_leads
I also tell folks the following:
If you run into new concepts or need more help, reach out to me; I will be glad to help you.
Which ever city you are in, there is always a Salesforce user group. Reach out to them; attend a few sessions.
Check out meetup group or search “Salesforce user group”.
Keep calm and Salesforce On!