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Learn Navigating the Salesforce Interface | Getting Started Managing Leads in Salesforce
The Beginners Guide to Salesforce
course content

Course Content

The Beginners Guide to Salesforce

The Beginners Guide to Salesforce

1. Understanding CRMs Basics with Salesforce
2. Getting Started Managing Leads in Salesforce
3. Closing Deals & Managing Opportunities in Salesforce
4. Salesforce Customer Support & Case Management
5. Email Communications and Quick Texts in Salesforce
6. Salesforce Reporting & Analytics

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Navigating the Salesforce Interface

Salesforce Versions

There's a very real possibility that your salesforce does not look like mine! This is because in 2024, Salesforce started depreciating older versions. Now, if you go to download salesforce, the old versions are entirely inaccessible.

So I'll be using Salesforce Lightning 2.0, is the most recent update as of 2024. This is the only layout you have access to if you create a new accounts and it will likely be around for a while. Even if we're both using Lightning 2.0, your Salesforce might still look different! Salesforce is highly configurable, meaning your employer or client might have customized the platform to suit their business needs. Features may be rearranged, hidden, or added, but the fundamentals remain the same.

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Why might Salesforce look different from organization to organization?

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SectionΒ 2. ChapterΒ 1
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