This session is a hands-on workshop for accidental administrators or power users who are new to Salesforce and want to learn more about how to make changes in their Salesforce instances. See how to change objects, fields, layouts, and more, and learn about improvements that can be made to key items, such as opportunities, campaigns, accounts, and tasks.
What you will learn:
- How to evaluate the set-up and health of your Salesforce configuration.
- How to develop and implement a plan for improvements.
- How to use Salesforce reports.