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.

Available Recorded Webinars are:

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Monday @ Anytime

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     Session 1 - Getting Started
  • How to Verify Personal Information
  • Setup Personal Preference
  • System View

Tuesday @ Anytime

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     Session 2 - How to Enter Daily Data and Manage Your CRM Database
  • Entering A New Client
  • Entering New Activities
  • Creating & Using List Views

Wednesday @ Anytime

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     Session 3 - Communication Templates - Letter
  • Mail Merge - Letter
  • Create Letterheads & Create Templates
  • Tracking Mail Merge Templates

Thursday @ Anytime

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     Session 4 - Communication Templates - Labels
  • Mail Merge - Label
  • How to Setup Client List to Print Labels

Friday @ Anytime

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     Session 5 - Reports & Dashboards
  • How to Create Reports
  • Use Existing Report to Create Dashboards

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 were 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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