How to build an actual report.
Report Build
Get started with Dashboards
Custom dashboards allow you and your users to get a far better understanding of what’s going on in your organization.
Custom Home Pages in Salesforce
Customizing the home page allows you to make sure that pertinent info is showing up for your team right when they log in.
Making a custom app for your org.
Make a custom app for your Salesforce users, so they see what they need – when they need it.
Workflow Rules for Salesforce
Workflow Rules – what are they, how do they work, and why you need to know about them.
Flow – the powerhouse of Salesforce automation
This quick video about Flow will introduce you to a powerful automation tool for your org.
Process Builder – your most likely automation solution
Process Builder is something that you NEED to know about as an admin for a small NPO.
What is automation anyway?
Start wrapping your head around automations, because they are going to take your organization to the next leve.
The automation systems you need to know about in Salesforce.
What are the automation systems within Salesforce?
Training yourself on Salesforce using Trailhead
Training shouldn’t be hard – especially in Salesforce, because they’ve got a platform built just for it called Trailhead