Articles (4)

Salesforce CRM: Introduction to Salesforce

An introduction to Salesforce CRM, which centralizes student interaction management, streamlines onboarding, and aligns administrative efforts with student needs to enhance the educational journey from inquiry to enrollment.

Salesforce CRM: Managing and Finding Data

An overview of the Salesforce CRM's data management and retrieval features, provide documentation for detailing how users can utilize list views, search functions, and sorting options to efficiently organize and access data.

Salesforce CRM: Trailhead Learning Platform

How to use Salesforce Trailhead including signing up for the online platform, engaging with interactive learning paths, and exploring recommended modules tailored for beginners and administrators.

Salesforce CRM: Understanding Records and Objects

Contains the official "Understanding Records and Objects" guide that aids a user in interacting and understanding Records and Objects, which play a crucial role in organizing and storing data in Salesforce CRM.