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Productivity Quick Wins: Help Your Users Help Themselves

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Overview

In this 60 minute webinar Amira Mahjoub, Senior Consultant in Salesforce.org, will demo live useful functionality and tips and tricks around customising the Salesforce interface to improve your users' productivity when they navigate. Amira has been working since 2015 for Salesforce and has been supporting nonprofit customers maximise their utilisation of the platform for the last two years. As part of her work she has observed that not all customers were aware of the different productivity capabilities available to them. The webinar will therefore cover a demo of the following reporting features: Console view Allow users to edit their navigation bar Global quick actions Record level quick actions Favourites list In App Guidance Prompt List views The link to the deck can be found here: org62.my.salesforce.com/sfc/p/000000000062/a/3y000000cNkD/09XZrBVj5sgbGOxmbefSkOD0v53qJQKn_50SrOexlFY

Agenda

0-5: Introductions 5-50: Demo 50-60: Q&A