Getting Started with SFDC Video Idea List

Getting Started with SFDC Video Idea List

This is a running list of ideas for a new getting started video series. New ideas and collaboration welcome. Please leave a comment on this blog post or send me a message on LinkedIn if you’re interested in collaborating or have another idea to add!

Choosing an Edition - Operational

Complete: John Knight

Choosing an Edition - Technical

Assigned: John Knight

  • How to sign up

  • limitations (cannot downgrade, only 30 days for trial, monthly terms only on essentials edition)

Defining a Sales Process - Operational

Assigned: John Knight

  • What is a sales funnel

  • When should leads be used/converted

  • How to chose Lead and opp Stages

Defining a Sales Process - Technical

How to set up stages/sales process/path

How to be fast and efficient

Simple, Powerful Picklists

  • When to use Muliti select picklists (if ever!)

  • Creating dependent picklists

Following the Trail

  • Don’t reinvent the wheel, 1000s of companies have been there already

  • How to connect with and learn from the community

Page Layouts vs Record Types

When to use one vs both?

How to find good apps on the app exchange

  • Search tips

  • Interpreting reviews

  • Checking first published and last updated

Know the Power of Salesforce

  • more than just a forecasting or activity management tool

When is the right time to get started?

  • Is there such a thing as too early? too late?

Process Builder: Powerful Automation

  • Example use cases with configuration walk through

How to discuss and document business requirements

Top Tips of What Not to Do

  • Multiselect picklists

  • hard coded IDs

Automate Repetitive Tasks with Macros

  • use cases

  • how to configure

Where is the ROI?

  • Christophers post here: https://www.linkedin.com/pulse/crm-recruiters-book-review-roi-from-its-sales-process-hopper?lipi=urn%3Ali%3Apage%3Ad_flagship3_detail_base%3BzCnb3D10Tneb7Xs8BU9Q4Q%3D%3D

How to import data from a CSV

  • Creating a data template

  • Data import Wizard

How to build a dashboard for KPIs (Key Performance Indicators)

Assigned: John Knight

  • EG calls, meetings, new leads, opps won, pipeline, conversion ratios

Other Resources

http://essentialsworkshops.com.

Trailhead

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