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SUCCESS WITH SALESFORCE ESSENTIALS

GET SET UP, LEARN BEST PRACTICES, AND SUPERCHARGE YOUR SALES AND SUPPORT TEAMS

SALES SETUP

SET UP YOUR TEAM’S SALES PROCESS

Use our simple in-app walkthrough to customize your Opportunity sales stages. To find the walkthrough, click the gear icon at the top right. Then choose ‘Basic Sales Setup’ and select Set Up Your Team’s Sales Process in the Further Setup box.

Map Out Your Sales Path

Follow the flow to update your Lead and Opportunity sales stages.

Map Out Your Sales Path

You can do even more customization to map Leads and Opportunities to your sales process in order to track your deals from prospecting to close.

In this video, you will learn how to:

  • Understand how Leads and Opportunities work in Salesforce.
  • Define your sales process.
  • Align Leads and Opportunities to your sales process.

Set Up and Use Accounts and Contacts

Know your customers, competitors, and partners by bringing visibility to your most important sales data.

In this video, you will learn how to:

  • Discover how Accounts and Contacts work in Salesforce.
  • Adjust Account and Contact fields to capture the data you need.

Track Custom Details About Your Customers

Make Salesforce talk the way you do by customizing your business critical details.

In this video, you will learn how to:

  • Personalize Salesforce fields for your business.
  • Adjust page and search layouts.

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