Some of the SalesForce Tasks That You Should Know


The application offered by SalesForce has been widely recognized by the companies of different sizes – small to medium to big enterprises. Though lots of people are aware of the benefits and advantages of this software, they are not highly proficient in using this application. The reality is that many people are unable to utilize the full strength of software due to the lack of knowledge in using the application. SalesForce is highly robust software and it is not possible to explain in benefits in a single, even a bigger article. You can use the tutorials to learn more about this software.

Now, let us look into some of the tasks that you can perform using the SalesForce. Though these tasks may look pretty simple, the fact is that most people are not aware of it. Activity history is a feature of SalesForce application that allows you see the list activities that you have performed on the application. Though you can find a brief on how things work with the Salesforce platform, it is best that you undergo a proper training to become well-versed at that. You can visit the websites of renowned Salesforce training centre such as Cloud Solutions in Chennai, Aptron in Noida, Third Sector IT in London, Aspira Tech in San Francisco, etc., to find out more about the SalesForce training. To see this history, you have to click the account tab on the top of the screen and then click the Activity History. This section could tell you the history of opportunity, lead, campaign or case in a single window.

Learning Salesforce

Learning SalesforceIt is true that you could learn the SalesForce on your own through experience. However, learning on your own through experience can cost you in terms of time and error. It takes a lot of time to gain knowledge through experience. Moreover, you will commit errors and mistakes during the experience. Such errors could cost your employer more and even cost your job. The best way to jump start you SalesForce experience is attending a training session at Cloud Solutions. There are many institutes to offer online and classroom training for SalesForce.

Most users navigate to the home page to open the new task activities. You can begin new activities by instantly clicking the Open Activities section. You can also create assign the newly created task to your colleague while having it linked with appropriate customer record. Additionally, you can also reassign the existing task to the new colleagues without any problem. By knowing all the features of SalesForce application, one could make the business operations quickly. As SalesForce application is complicated with a lot of features and options, it is quite difficult for the end user to grasp its ability quickly.

SalesForce training helps the end user to learn to use the application quickly and efficiently. The SalesForce application can be customized according to the requirements of the business. Sometimes, the chances are pretty much that your colleague may have missed to look at the new task assigned by you. In order to minimize such happenings, you can check the “Send Notification Email”, so that you will colleague will receive an email alert as soon as you have assigned the task. In case, if you do not find the check box for “Send Notification Email”, you can contact the SalesForce administrator to make necessary to actions to make the checkbox appear on your window.

If your SalesForce interface looks cluttered with many options, tabs, and buttons, then you can make your screen more organized by using the drop down menu on the right side. Using this menu, you can make display only the controls and options those are very important to you. You can create dashboards and reports for a list of tasks assigned to you. Similarly, the tasks that you have assigned to others are also reportable. The reports help to know the status of the task, thus helping the managers to track the job easily.

Benefits of Salesforce Training

Benefits of Salesforce TrainingWhether you want to improve your experience SalesForce or improve your productivity, attending SalesForce training can be highly helpful. There are many institutes around the country to provide training in SalesForce. But you should make sure that you get trained from any of the reputable institutes. Instead of choosing a training institute blindly, you have to do some research to find out the best one. There are many ways to find out whether an institute is good or not. You can ask your colleagues to find the training centers they have attended. They can provide reference or recommendations based on their experience.

A good training center should have good trainers, who are proficient in Salesforce and offering training. You should find out the list of certification offered by the training centers. Make sure that the training center offers certification and course that you need. The list of certifications offered by centers may from one to another. Before enrolling your name in a training center, log into its website to find its details. The website could provide various details like list of certifications, etc. See if the website has testimonials. You can find the contact details of the training center on the website. Contact them through the phone before visiting the institute in person.

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1 Comment

  1. I am a newbie in this field and having a start up along with my college friends. I wanted to know about such strategies of sales-force. Please can anyone help me out in finding the correct and efficient sales force consultant to boost up my new start up.

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