We will cover several of the modules within "Sell Lightning Fast with Sales Cloud" and discuss how Salesforce will be used by CII.
December 10, 2018
Alamo Room
Audience: Non-AD staff
Agenda
Welcome to CII's Salesforce!
Review the wiki
Getting Around in Salesforce
CII's Primary Apps
- Sales
- CII Groups
Contacts
https://cii-today.lightning.force.com/lightning/o/Contact/home
CII How to Article: Search and List Views
Search
Search - use the search bar to find contacts, accounts and other information quickly
List View and Filters
Use List View Filters for some of your common searches.
Check out this quick 4 minute video.
CII Groups
Committees, teams and CBAs.
