1. Uploaded 57 Plays 0 Comments
  2. In this session, I show you how to get a file ready for inport into Salesforce.com and then how to map the fields of the inport file to the fields of the object.

    We then will do a complete inport of Leads from a .CSV file and I will walk you through the process.

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  3. I show you how to:

    1. Create a google doc and publish as a website
    2. Create a custom URL field in Salesforce
    3. How to enter the link to the Google Doc into the record.

    The reason for this video was the fact that you cannot add a document (as an attachment) to a task or event inside of Salesforce. If you had substantiating information for the task, or an agenda or other documentation for an Event, what I show you might be a great way to attach that information to the record.

    Uploaded 342 Plays 0 Comments
  4. I show you hot to use Salesforce.com Duplicate Account Merge function, taking three duplicate accounts and merging them into one.

    Uploaded 46 Plays 0 Comments
  5. Uploaded 34 Plays 0 Comments

San Diego CRM Training Videos - Salesforce 101

David Inniss

Watch these videos first if you are in the process of implementing Salesforce.com

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