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17th December 2015, 08:29 AM
Super Moderator
 
Join Date: May 2012
Re: Salesforce Training Manual

Salesforce is a cloud computing company headquartered in San Francisco, California. It was established in 1999. As of 2015, it is one of the most highly valued American cloud computing companies with a market capitalization of $50 billion.

Salesforce Training Manual 2013







Here I am attaching a pdf file of manual.



Here I am providing you some content extracted from pdf file

Contents

Salesforce.com Start-up
Accessing Salesforce.com 2
Salesforce.com on your mobile phone 3
Salesforce.com HOME 4
Definitions in Salesforce.com 5
Searching in Salesforce 6
Leads
Creating a new Lead in Salesforce.com 7
Convert a Lead to Person Account & Opportunity 8
Convert a Lead to Contact 8
Lead Converted into Person Account 9
Lead Converted into Opportunity 10
Accounts
Searching Accounts 11
Create a Prospect ā€“ Accounts tab 12
Create a Person Account 13
Viewing and working in an Account Record 14
Adding a Parent Account to an Account 15
Contacts
Create a Contact ā€“ Within the Account 16
Opportunities
Creating Opportunities 18
AFES
Creating AFES 20
AFE Review and approval 21
MMOs
Creating a New MMO Request 22
Activities
Log a Call 28
Tracking Emails from Outlook to Salesforce.com 29
Setting up a meeting in Salesforce.com 30
Attached Files
File Type: pdf Salesforce Training Manual 2013.pdf (5.94 MB, 169 views)


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