Salesforce Essentials
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This series of five webinars was made for advisors to learn basic functionality. Attendees will learn how to perform all essential day-to-day activities using Salesforce as well as basic administration of the system. Topics that will be covered include managing your tasks & calendar, creating and editing records, understanding records & related lists, searching, using communication templates, reports & dashboards, and some customization.

Upcoming scheduled webinars are:

These Webinars will provide attendees with the unique opportunity to learn how to apply basic Salesforce functionalities to their most critical business activities.

Salesforce Essentials webinars will be held every Monday through Friday at 11am to 12pm ET and be comprised of 50 minutes of training and 10 minutes of Q&A

We look forward to your participation and the opportunity to help you better leverage Salesforce technology to achieve higher efficiency and grow your business.

If you have any questions, please email

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