Getting Started with SFDC Video Idea List

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