Salesforce Training
- The Brief & Contents
- Logging In
- The Home Page
- Adding a New Church
- Editing Details on A Church / Organisation or Contact Detail Page
- Adding A New Contact (Pastor, Youth Leader, Church Lay Leader etc)
- Logging Interactions
- Sending Emails
- Creating and Sending Email Templates
- Creating a List View
- Sending Mass Email
- Creating a Course
- Collecting a Story / Testimony
- Creating a Report
- Dashboards
- Campaigns / Training Events
- Salesforce on Your Phone
- Chatter
- Congratulations! & Further Training
- Appendix 1 – Types of Reports You Might Want to Explore Creating