Instructor

Antonia Moore

Salesforce Administrator

Reviews (2)

Deanna Williamson
Ila Ivery

Overview

This course is designed to help Points of Light staff use Salesforce better and easier, Lets get started.

Course content

  • 1. Introduction to the Salesforce Platform

  • 2. Learn to Speak Salesforce Fluently

  • 3. Enter a New Organization

  • 4. Enter a New Contact

  • 5. Enter a Contract/MOU

  • 6. Follow the Contract Process

  • 7. Contracts Awaiting Approval (This is for Approvers only)

  • 8. Create a New Vista/Fellow/National Service Member Record

  • 9. Create a Time Card

  • 10. Create a New Site Supervisor Record

  • 11. Create a Campaign

  • 12. Deactivate a Site Supervisor, Vista, Fellow or National Service Member/Portal User

  • 13. Create an Opportunity

  • 14. Sync to Silverpop

  • 15. How to edit a record

Interested? Enroll to this course right now.

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