Essentials License Workshop *
Understand the benefits of Essentials for small business and what key features are available out-of-the-box for your org.
This Course is Ideal for:
- Any Salesforce User
- Setting up and navigating your org
- Understanding the Data model – Objects, records, fields
- Accounts, Contacts, Leads & Opportunities
- Working on the go with the Mobile App
- Increase collaboration with Chatter
- Get more done – Using Files, List Views and Activities
- Analyze data with Reports & Dashboards
- Using Cases to deliver exceptional customer experiences
*This course is for Essentials License holders, it is not for Professional Edition (PE) or Enterprise Edition (EE) holders.