Introduction to Salesforce

Introduction to Salesforce
HealthFirst Salesforce User Training

Course Outline

Start here: Intro to Salesforce

  1. Transitioning from Dynamics to Salesforce
  2. Orientation to Salesforce

Creating and Working Leads

  1. Simple Direct Lead Process
  2. Creating and Working Leads

Creating and Working Opportunities

  1. Direct Opportunities Process

Account Notes

  1. Notating accounts

About the Course

One-stop resource for HealthFirst Salesforce. New videos and instructional documents added as they are developed. 

About the Instructors

Tom Thompson

Tom Thompson,