Easy methods to Use Salesforce Record Views – Learn to use Salesforce Record Views on this straightforward to observe coaching course created solely for Salesforce CRM.
Many Salesforce customers don’t make the most of the highly effective options accessible by means of customized record views. By means of record views, you’ll be able to create many customized lists like:
- “My Meals & Beverage Accounts in TX”
- “Contacts I have not spoken with in over 90 days”
- “New Alternatives Over $50,000”
This course is structured as video lectures with hands-on demonstrations, displaying you the easy step-by-step directions and steering it’s worthwhile to turn into a customized record view ninja.
On this course, you’ll be taught:
Understanding Record Views
- What Are Record Views?
- Why Ought to I Use Record Views?
- The place Can I Discover Record Views?
- What Are The Variations Between Record Views & Salesforce Studies?
Leverage Present Record Views
- Discover Present Record Views
- Study How To Make the most of Present Record Views
- Modify Present Record Views
Create Customized Record Views
- How To Create Customized Filters
- How To Choose Columns To Show
- How To Outline Visibility Choices
- Utilizing Your New Customized Record Views
After finishing this course, it’s best to be capable to create your individual record views on the Accounts, Contacts, Leads, Alternatives or Campaigns tabs in Salesforce.
You may take this course out of your desktop, iPhone, iPad or Android system.
When you register, you’ll have LIFETIME ACCESS to this course. No limits!
When you full this course, you’ll obtain a Certificates of Completion, permitting you to proudly showcase your accomplishment to colleagues, co-workers, supervisor and maybe even future employers!