Introduction to SalesForce

Salesforce is game-changing technology, with a host of productivity-boosting features, that will help you manage your data smarter and faster and keep your information as organized as it can be!

This guide that will give you a basic introduction to Salesforce via free training modules.

What Is Salesforce? 

Salesforce is your customer success platform, designed to help you sell, service, market, analyze, and connect with your customers. Causeview is a 3rd party app which builds on and extends the Salesforce platform to support greater Donor management.

Salesforce has everything you need to run your business from anywhere. Using standard products and features, you can manage relationships with prospects and customers, collaborate and engage with employees and partners, and store your data securely in the cloud.

So what does that really mean? Well, before Salesforce, your contacts, emails, follow-up tasks, and prospective deals might have been organized on many different less organized platforms that include physical paper records and perhaps even notepads with contact information and such.

Below is a set of some basic  training modules that will help you get a great understanding of Salesforce and will allow you to utilize Salesforce to its full capabilities! 

Training Modules:

Salesforce have developed a self-study set of training materials called Trailhead. Below is a list of just some basic training modules on Trailhead that will help you start to learn and understand the Salesforce platform: 

1. Salesforce User Basics:
   • Welcome to Salesforce,
   • Get Started,
   • Work with Your SF Admin.
2. Salesforce Platform Basics
   • Get Started with the SF Platform
   • Discover Use Cases
   • Understand the SF Architecture
   • Navigate Setup (Admin)
3. Reporting and Dashboards in Salesforce
   • Intro to Reports and Dashboards
   • Create Reports
   • Format Reports
   • Visualize Data with Dashboards

 Once you go through these 3 Modules you should have a basic understanding of Salesforce and how it can be used. There are several other Trailhead guides and modules as well so please feel free to continue learning!