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Salesforce Basics

Salesforce Basics – Tips and Tutorials

Our Business Analyst and Certified Salesforce Administrator & Developer, Kimberly Lundgren, demonstrates in quick bites how to make the most of Salesforce.

Episode 1: Tasks

March 19, 2013 – Kim kicks off her Salesforce Basics series with Task Functionality.


Episode 2: Create New Drop-down List

March 20, 2013 – Kim demonstrates how to create new drop-down lists in Salesforce.


Episode 3: Recent Items List

April 5, 2013 – Kim explains how to use the Recent Items List to a quick way to view or navigate to recently touched items.


Episode 4: Messages and Alerts

April 15, 2013 – Kim continues her Salesforce Basics series by briefly covering Messages and Alerts in Salesforce.


Episode 5: Custom Links

May 28, 2013 – Kim continues her Salesforce Basics series by exploring Custom Links in Salesforce.


Episode 6: Recycle Bin

May 28, 2013 – Kim continues her Salesforce Basics series with an overview of the Recycle Bin.


Episode 7: Shortcut Section

June 3, 2013 – Kim explores Shortcuts in Salesforce.


Episode 8: Tags

June 11, 2013 – Kim shows how to use Tags in Salesforce.


Episode 9: Events

June 19, 2013 – Kim highlights how to use Events in Salesforce.

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