Course 5- Salesforce for MS
Get to know Salesforce—our CRM powerhouse. This course breaks down key tools and features so you can navigate, track, and manage customer data with confidence.
Welcome to your Salesforce Training!
Salesforce Overview
List Views
Knowledge Check: List Views
Case Management
Knowledge Check: Salesforce Case Management
Contact Cards
Knowledge Check: Contact Cards
Account Briefs
Knowledge Check: Salesforce Account Briefs
Whitespace
Knowledge Check: Whitespace
Opportunity Management
Knowledge Check: Opportunities
PLEASE READ!
Business Meetings
Knowledge Check: Business Meetings
Merchant Actions
Knowledge Check: Merchant Actions