Salesforce

Salesforce basics

This section covers some of the basics when using the Salesforce system. All new staff and Salesforce users should complete the modules below before logging in and working in the AHAH Salesforce system.

Introduction to Salesforce.mp4

Introduction to Salesforce ~ 9 min

Describes the Salesforce structure and how the platform operates

Logging in.mp4

Logging In to salesforce ~ 1 min

Where and how to login to Salesforce for AHAH

Searching in Salesforce.mp4

Searching in Salesforce ~ 6 min

Introduces users to the Home page and provides strategies on how to find apps, objects, and records in Salesforce

Intro to List Views.mp4

List Views in Salesforce ~ 5 min

Users will learn about viewing records and understand the layout of records stored in lists

Record Layout.mp4

Record layout in salesforce ~ 12 min

Users will understand the components of a record and the information that populates a record

Create a Record and Record Types.mp4

Create a record & record types ~ 5 min

Instructional for creating new records in Salesforce

Edit a Record.mp4

Edit a Record in Salesforce ~ 6 min

Users will learn the different methods for editing an existing record in Salesforce

Quick Actions and Global Actions.mp4

Quick actions & global Actions ~ 6 Min

Handy features that allow users to navigate or complete tasks with shortcuts in Salesforce

Intro to Reports and Dashboards.mp4

Reports & Dashboards ~ 7 min

Users will learn how to find, generate, and analyze dashboards or reports in Salesforce

Permissions and Access.mp4

Permissions & Access in Salesforce ~ 6 min

Explains how permissions and access rules affect user experience in Salesforce