Watch and Learn: New Videos for Summer ’13
The Doc team’s video makers put out an astonishing 13 new videos for Summer ’13! Enjoy!
Forecast Accurately with Collaborative Forecasts
Find out how to maneuver around Collaborative Forecasts so that you can reach your sales goals.
Chatter in Apex
Learn how to create a custom user interface that displays two Chatter feeds side by side in Salesforce. In this demo, you’ll use Chatter in Apex to get the news feeds of the communities that are live in a Salesforce organization. You’ll also build a Visualforce component and a Visualforce page to display the feeds. Get the source files here.
Discover and Organize with Chatter Topics
Use Chatter topics to see what people are talking about, organize the conversations you want to be a part of, and discover people and groups that are interested and knowledgeable in the same areas.
Activating Your Computer
Learn how to activate your computer so you can log in to Salesforce outside the office. The simple process starts with a verification code you receive via text message or email.
Downloading and Installing Salesforce for Outlook
If you want to sync contacts, events, and tasks between Microsoft® Outlook® and Salesforce, as well as add emails to Salesforce records, use Salesforce for Outlook. Learn how to download and install it.
Select a Matching Record from Data.com
Are you a Salesforce Data.com Clean user? Learn how to select a Data.com match for a Salesforce account record. Users can select a match for an account record that has Select Match clean status. They can also click Wrong Match? at any time to match their account record to a different Data.com record, if one is available.
Splitting Credit for an Opportunity across Your Team
Learn how to add revenue and overlay splits to opportunities. The results roll up to pipeline reports so you can quickly track your team’s progress.
How to Manage Leads and Opportunities
Effectively managing your leads and opportunities through the sales process is critical to help you close more business faster. See how Salesforce can help you track your leads and opportunities through the sales funnel, and automatically incorporates updates into management forecasts.
How to Create and Manage Personal Tasks
Do you spend more time tracking what you need to do than actually doing the tasks? Let Salesforce take the work out of managing your tasks.
How To Track Calls, Emails and Meetings
Find out how you can track your calls, emails, meetings and other tasks in Salesforce so that you have a complete view of all of your customer interactions.
Importing Contacts Videos
With these videos, learn how to mass-load all your contacts into your Salesforce application in minutes so you can spend time growing your business instead of entering phone numbers and email addresses.