- Salesforce basics
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What is CRM? 4 min
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First login 1 min
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User settup 1 min
- Navigation and Set Up
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How to navigate into Salesforce? 5 min
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Start displaying some data 2 min
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Personalize your Tabs 3 min
- Basic Objects in Salesforce
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What are the key objects in Salesforce? 4 min
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Qualify and convert Leads 4 min
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Working on Opportunities 4 min
- Additional Resources
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Additional external tools 6 min
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Support and more training 1 min
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Feedback
First steps on Salesforce CRM
Get familiarized with Salesforce and master its basics
For whom
Akeneo customer-facing newcomer. That means the Sales (SalesReps, BDR, CSM, Channels and Pre-Sales).
Akeneo team member to have a quick refresh.
Pre-requisite
Be sure to have access to Salesforce. In case you cannot access, ask your Manager.
What will you learn
- Discover the CRM usage
- Set up your account
- Understand Salesforce key concepts
To go further
Check the Notion page for Akeneo Salesforce
We will propose you along the path additional content from the Salesforce Trailhead 
This is an online learning platform with plenty of free training to learn how to use Salesforce. Be aware these training will show standard options and functions that you might not find in the Akeneo's SalesForce as we might have customized for our needs.
