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Salesforce Basics

The following training material gives you all the information required on entering data into Salesforce in simple easy to read steps. Please print the following handbooks to guide you through the videos. document-icon2 Download all training handbooks – PDF (.ZIP)

Create a Lead

This video is a basic instruction on how to enter a Lead into Salesforce.

Simply select Lead from the top navigation bar and select ‘New’. A form will appear on screen, please fill Lead information as best you can.

To edit any of this information once the Lead has been generated, simply select the Lead, then select ‘Details’ and finally select one of the pencil icons to the right of the data. Please make sure to select ‘Save’ to keep any changes made.

Enter data into Salesforce as it is entered within this screen-cast video, please speak to your manager if you have any questions.

Convert a Lead

This video is a basic instruction on how to convert a Lead into an Account/Contact/Opportunity on Salesforce.

Simply select Lead from the top navigation bar and select the Lead that you would like to convert. Once you are within the Lead itself, on the top right hand section of the page you will see a button labelled: ‘Convert’ selecting this will cause a Lead Conversion form to appear, fill in this form and select ‘Save’.

Enter data into Salesforce as it is entered within this screen-cast video, please speak to your manager if you have any questions.

Create an Account

This video is a basic instruction on how to create an Account in Salesforce.

Simply select Account from the top navigation bar and select ‘New’. A form will appear on screen, please fill out the Account information as best you can.

To edit any of this information once the Account has been generated, simply select the Account, then select ‘Details’ and finally select one of the pencil icons to the right of the data. Please make sure to select ‘Save’ to keep any changes made.

Enter data into Salesforce as it is entered within this screen-cast video, please speak to your manager if you have any questions.

Create an Opportunity

This video is a basic instruction on how to create an Opportunity in Salesforce.

Simply select Opportunity from the top navigation bar and select ‘New’. A form will appear on screen, please fill out the Opportunity information as best you can.

Enter data into Salesforce as it is entered within this screen-cast video, please speak to your manager if you have any questions.

Edit an Opportunity

This video is a basic instruction on how to edit an Opportunity in Salesforce.

Simply select Opportunity from the top navigation bar and select the Opportunity that you wish to edit. Once within the Opportunity itself, select ‘Details’ and select any of the pencil icons displayed to the right of the information.

Edit data into Salesforce as it is entered within this screen-cast video, please speak to your manager if you have any questions.

Create a Contact

This video is a basic instruction on how to enter a Contact into Salesforce.

Simply select Contact from the top navigation bar and select ‘New’. A form will appear on screen, please fill in the Contact information as best you can.

Enter data into Salesforce as it is entered within this screen-cast video, please speak to your manager if you have any questions.