Salesforce Tutorial For Beginners | Introduction To Salesforce | Salesforce Training | Simplilearn

This video on Salesforce training will help you understand the easy and best tool for CRM and Branding. You will learn how to customize the home page, create custom tabs. You will know how to upload a company logo to brand Salesforce, generate and convert leads, and build campaigns. You will understand how to create accounts, contacts, and email templates. You will get an idea to develop web-to-lead forms and lots more. Let's begin!

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[jieadee]

Here are the timestamps for the topics:

Overview - 1:23
Introduction - 1:45
Salesforce Editions - 3:04
Homepage Customization- 5:19
User Management - 8:27
Creating and Customizing Tabs - 14:19
Creating an App - 17:09
Uploading a Company Logo - 20:41
Company Information Page - 23:00
System Overview Page - 25:28
Updating Fiscal Year (includes Business Hours) - 27:24
Email Templates (includes Workflow & Approvals) - 30:00
Key Takeaways - 32:57

Lesson 2 - Sales Cloud - 34:40
Leads Home Page 35:05
Creating List Views - 38:24
Creating and Converting Leads - 47:28
Creating Accounts - 55:40
Creating Contacts - 59:11
Creating Email Templates - 1:00:51
Sending Individual Emails (includes Page Layouts) - 1:06:49
Sending Mass Emails - 1:11:51
Creating and Managing Price Books - 1:16:48
Creating Products - 1:20:55
Creating Opportunities - 1:25:50
Creating Activities: 1:33:00
Creating a Web-to-Lead Form - 1:39:11
Creating a Lead Assignment Rule - 1:44:15
Creating a Lead Queue - 1:49:20
Creating an Auto-Response Rule - 1:54:53
Creating Campaigns - 1:57:57
Record Types - 2:03:51
Key Takeaway - 2:15:16

Lesson 3 - Quote Templates 2:17:31
Creating a Quote Record - 2:17:45
Creating a Quote Record - 2:22:40
Generating a Quote PDF - 2:25:52
Emailing a Quote PDF - 2:28:02
Key Takeaways - 2:37:11

Lesson 4 - Service Cloud - 2:39:11
Creating Cases - 2:39:34
Creating Case Assignment Rules - 2:44:00
Creating Case Escalation Rules - 2:51:34
Creating Solutions - 3:00:41
Enabling Knowledge - 3:05:11
Configuring Knowledge - 3:08:44
Creating a Web-to-Case Form - 3:15:43
Creating an Email-to-Case Address - 3:22:11

[modelcitizen]

Good tutorial, better than the official SF channel. Narration is much better. Thanks for uploading.

[FirstSiteInc]

Thank you for being inclusive and including closed captioning. This video is helpful.

[SimplilearnOfficial]

Got a Question on this topic? Let us know in the comment section below 👇 and we'll have our experts answer it for you.

[gamerholicgoat]

This is officially my bible. I think you should sell this to salesforce, they need you 🏆

[pebrain]

This is a nice training but I think that it should be really geared toward lightning...since it's the default user interface you get when you get a new instance of Salesforce. Also, it's the standard now.

[trywellwashington]

15:55-15:58 You move that barely visible cursor quickly, do something, then say 'When I do x" when you've already done it and are now doing something else.

[carleneprimus]

Thanks, this video was very informative.

[natashasamuel]

Great class.
Even though it was 4 hours long.
Keep up the good work.

Thank You,
Natasha Samuel

[pioternietz]

Customer Relationship Management, or CRM for short.

[hempiden]

This is a very awesome toturial. I am having a few question because I am new to Salesforce.

I am wondering what editions (price package) is this that can access all function introduced in the video?

I have do have more questions hope you can answer or share me resource to find out.

1. In case we need a website for PR purpose that allow us to keep track with comment or marketing conversation that happen on that site. Does it a good idea to build a separate WordPress site, or we can build a website on Salesforce as well?
2. How to create app for public client and client account and password to login on that salesforce app or website?

[peruchitamolinera]

It is a nice tutorial. The question is how can you explain that to only business people who are not interested in how you create a field, etc.

[rouvronem]

hi we need more videos about salesforce administration course thanks

[ismartaviallinone]

if this video is worth watch in 2024 or anything updated?

[hataril.]

This is very helpful... I hope you realize how many sentences you start with "So" or use "So". 😅

[resseeepanganiban]

ZOOM A LITTLE BIT CANNOT SEE DATA AS YOU PRESENTED TOO SMALL PEOPLE VAGUE EYEGLASS

[hempiden]

Can you create a timestamp each session for this video?