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Lære Building Your First Full Salesforce Dashboard | Salesforce Reporting & Analytics
The Beginners Guide to Salesforce
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Kursinnhold

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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Building Your First Full Salesforce Dashboard

Dashboards provide a centralized view of key metrics, allowing users to track performance at a glance. In this chapter, we will cover how to pin dashboards for easy access, add new widgets, and fully customize the dashboard experience.

By leveraging dashboard customization, businesses can streamline their data analysis, making key insights instantly accessible.

1. How can you quickly access a dashboard in Salesforce?

2. Why is it important to save dashboard changes before exiting?

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How can you quickly access a dashboard in Salesforce?

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Why is it important to save dashboard changes before exiting?

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