Salesforce 101: Learn the Basics of Salesforce Configuration

Overview

In this interactive session, we will go through the basic configuration all new/aspiring Salesforce Admins should know and how to optimise the Salesforce Platform through Clicks not Code. The session will include explanations of key Salesforce Terminology, as well as live demos and a Q&A session.

Agenda

05 min - Introductions 20 min - Platform Overview: the structure of the Salesforce Platform and explanation of our terms: objects, records, fields etc. 20 min - Automate your Business Processes with Salesforce Flow 15 min - Additional tips / Q&A / Next Steps