Salesforce Walkthrough – Five Things You Should Do

What is a Salesforce Walkthrough? What are the 5 things you should do? To know more about these, just keep on reading the article until the end.

What Is a Salesforce Walkthrough?

A Salesforce walkthrough is a process that helps you get familiar with your new salesforce account. It provides you with a roadmap to make your salesforce account easy to use and understand.

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What are the 5 things you should do?

Step 1: Use your New Salesforce Account

A Salesforce walkthrough provides you with the roadmap to make your salesforce account easy to use and understand. It provides you with a roadmap to make your salesforce account easy to use and understand. You should first use your new salesforce account, and see what it does for you and how it can help you improve the way you do business.

Step 2: Add Your Contacts

As soon as you log in to your brand new salesforce account, you should start by adding your contacts and accounts. You can also add leads, opportunities, cases, and polls if you want to. The best thing about adding contacts is that it will get them ready to receive communications from you including emails, SMS, and phone-call notifications.

Step 3: Set Up Your Dashboards

Now that you have added contacts to your business, you must set up dashboards that are relevant for these contacts. It can be done by adding them in the dashboard builder section of the new salesforce account or by importing them from your existing one. The more dashboards there are in your account, the better!

Step 4: Choose Your Settings

The next step of a salesforce walkthrough is choosing the settings most relevant for your business. If you are using a new salesforce account for the first time, then this will be a great opportunity for you to decide what settings best fit into your business flow and processes so that they can be easily followed by everyone in the organization without any hiccups. If at any time during this step you need help with setting up something specific, just ping an expert from clickedu – he will be happy to assist!

Step 5: Start Using Salesforce

And last but not least comes the part where you get started using salesforce! You will have received a welcome email earlier with a link to access the training material provided by salesforce itself. Make sure that everyone in the organization knows how to use it effectively because it is one of the best ways of reaching out to each other at any given point in time with just a click. The training material can be used to learn about all the features and functionalities of salesforce, from creating a lead using the “new” button to sending emails using the out-of-the-box templates.

To Conclude

Salesforce is a very popular cloud-based CRM tool for sales and marketing. It has become a very important part of doing business for the companies that are into sales and marketing. It is easy to use and is continuously evolving with more and more exciting features added now and then.

But one thing that can be a problem for most of the users who are just starting with salesforce, is that it takes time to get used to using this tool. It is not as simple as using other tools such as Microsoft Word or Excel. Therefore, it is important to take some time off your busy schedule, sit down with your team and create a step-by-step plan to get familiar with your new salesforce account. This plan can be referred to by everyone in the organization at any given point in time and it will become handy for everyone, especially for the new ones.