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Salesforce Knowledge Base (demo/test only)

Getting Started

  • Getting set up in Salesforce
  • Home - Navigating around
  • Terms and Definitions

Sales Reps and Volunteers

  • What Sales Reps are Expected to do
  • Leads
  • Contacts
  • Accounts - how to create and modify acounts
  • Opportunities - How to set up and manage opportunities

Sales Managers

  • Reports - How to create a new report or modify an existing one
  • Dashboards - How to set them up and make tweaks
  • Forecasting - How to set up and forecast and track your activity
  • Campaigns - How to set up a new campaign or manage an existing one

Administrator

  • User Interface - How to make Salesforce more enjoyable for your users
  • User Accounts - How to setup and manage user accounts
  • Data Access - How to set up and manage permissions
  • Automation - How to make life easier by automating
  • Bigger Boat Consulting
  • Analysis
  • eLynx Support
  • Rebecca's Manual
  • Accounts
  • Major Ministry Friend Development