SFE_Search in SalesForce_FINAL

9
SalesFo rce Edge TAKE IT TO THE LIMIT Modular custom course for accelerated learning BEGIN

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Transcript of SFE_Search in SalesForce_FINAL

Page 1: SFE_Search in SalesForce_FINAL

SalesForce

Edge

TAKE IT TO THE LIMITModular custom course for accelerated

learning

BEGIN

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SalesForce

Edge

info

Your goal: You must complete the Mission List at the Skilled Level to complete the course.How you get there is up to you.

Novice Intermediate Skilled

Intermediate Skilled

Skilled

Option 1: Start at Novice, and complete all three levels in order to complete the course.

Option 2: Start at Intermediate, continue to Skilled and complete the course.You may go back to earlier levels at any time.

Option 3: Complete the Skilled level Mission List, and once complete, move to the next course.

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Novice Intermediate Skilled Help

SalesForce

Edge

info

New to SalesForce or new to TeleTech? Start here with Get Started guides, FAQs, and overview courses.

Get help with the course or with SalesForce.

Click each icon to find out more

Have some experience but could use a refresher on a few items? Watch demonstration videos paced for the intermediate audience.

If you already know the ins and outs of the topic, skip to this level and practice your skills with a list of tasks to complete on your own account.

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Novice Intermediate Skilled Help

SalesForce

Edge

Course:Search in SalesForc

e

LAUNCH ZONEGET STARTED. GET BETTER. GET IT

DONE.

Click the icons to choose your level and start

Your objective for Search in SalesForceDemonstrate ability to complete the following tasks on the SalesForce Home Page:1: Search for a Client name. Review the results presented. 2: Search for a portion of a Client name using the wild card (*) capability.3: Search for the name of a Contact at one of your Clients.

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All About Search in SalesForce: Help Pages and Knowledge Documents

SalesForce

Edge

Search in

SalesForce

Novice

SalesForceHelp

Documents

Novice Intermediate Skilled Help

https://help.salesforce.com/apex/HTViewHelpDoc?id=search_overview.htm&language=en_US
https://help.salesforce.com/apex/HTViewHelpDoc?id=search_overview.htm&language=en_US
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SalesForce

Edge

Search in

SalesForce

Intermediate

Video

Novice Intermediate Skilled Help

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SalesForce

Edge

Search in

SalesForce

Skilled

Task List

Click anywhere on black screen to start video

Skilled Mission List:

1: Search for a client name. Review the results presented. Be sure to click the Search All link at the bottom of the Records list on the left.

2: Search for a portion of a client name using the wild card (*) capability.

3: Search for the name of a contact at one of your clients. Check to see if a multiple matches are found, including both Contact and Lead records. Click a result to review the record.Novice Intermediat

e Skilled Help

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SalesForce

Edge

Complete

KEEP GOINGThis course is complete. Where will you go

next?

Exitx

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SalesForce

Edge

Navigating

SalesForce

Help

Click anywhere on black screen to start video

I need help with the course

I need help with SalesForce in general

Novice Intermediate Skilled Help

BACK TO LAUNCH

jenniferfox
change FAQ to FAQs
https://help.salesforce.com/apex/HTHome
https://help.salesforce.com/apex/HTHome

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