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User Guide EN

The document is a user guide for CRM that covers discovering the Salesforce experience, driving business with Salesforce, adoption platforms, and help and support. It includes sections on Salesforce access and navigation, user provisioning, sales tools, customization, reporting, communities, productivity tools, and tips. The guide provides information on challenges and boards to boost success, measuring usage, recommendations, sharing information, and real-time notifications. It also outlines the support organization available.

Uploaded by

Nicole Mego
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
18 views73 pages

User Guide EN

The document is a user guide for CRM that covers discovering the Salesforce experience, driving business with Salesforce, adoption platforms, and help and support. It includes sections on Salesforce access and navigation, user provisioning, sales tools, customization, reporting, communities, productivity tools, and tips. The guide provides information on challenges and boards to boost success, measuring usage, recommendations, sharing information, and real-time notifications. It also outlines the support organization available.

Uploaded by

Nicole Mego
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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CRM

USER GUIDE

START ON
GLOBAL CRM

2019
I. DISCOVER THE II. DRIVE
SALESFORCE YOUR BUSINESS
EXPERIENCE WITH SALESFORCE

III. SALESFORCE IV. HELP


ADOPTATION AND SUPPORT
PLATEFORM
DISCOVER
THE SALESFORCE EXPERIENCE

SALESFORCE ACCESS

SALESFORCE NAVIGATION EXPERIENCE

USER PROVISIONNING
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Global CRM
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ADOPTION
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HELP &
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SUPPORT ORGANIZATION

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