Salesforce User Training
Making Salesforce work for you
Get up to speed with Salesforce quickly using our on-demand training videos. Whether you’re a complete beginner or looking to improve your day-to-day use, our concise tutorials cover everything from list views to dashboards.
Quick tips for getting started
Our Salesforce Consultant, Matt Worsfold, shares some tips on how to use list views and search in Salesforce.
First Login Tips
Learn how to use the App Launcher to switch between applications, customise tabs, and add features like Chatter to suit your workflow.
(3 mins)
List Views
Learn how to navigate list views in Salesforce.
Using the accounts tab as an example, our Salesforce Consultant shares how to filter lists and amend your view. You can use this method on all list views.
(5 mins)
List Views and Search
You can learn how to search within the list view and the difference between the global search bar.
You can also bulk update items in list view.
(5 mins)
Zentso has a team of experienced and dedicated Salesforce Consultants.
They have years of experience supporting organisations like yours to implement and optimise Salesforce.
Reports and dashboards
There are 9 videos in this series
Your Salesforce CRM helps you have a deeper understanding of your members. In this series, Shane Lim, Salesforce Consultant, provides a comprehensive overview of Salesforce reports and dashboards.
Discover the different areas of Salesforce dashboards and reports.
- Part 1 – Tabular report (8 mins)
- Part 2 – Summary report (4 mins)
- Part 3 – Matrix report (2 mins)
- Part 4 – Creating a report folder & managing sharing (4 mins)
- Part 5 – Reports folders (3 mins)
- Part 6 – Creating a dashboard (8 mins)
- Part 7 – Add other widgets from different report sources to your dashboard (4 mins)
- Part 8 – Adding a filter to your dashboard (3 mins)
- Part 9 – Manage sharing permissions for your dashboard and create reminders (3 mins)
Navigating accounts
In this playlist of three videos, you can learn how to navigate Salesforce Accounts. Includes a demonstration of the activity panel and how to edit accounts.
(12 mins)
Additional resources for you
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