Smb Sales Impl Guide
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If you need more information about the implementation guide, you can read the Table of Contents below.
Welcome to Salesforce
Key Concepts and Terms
ADD USERS
User Account Overview
Key Concept and Terms for User Accounts
Add a Single User
Add Multiple Users
FINETUNE PREEXISTING FEATURES
Overview
Change Tab and Field Names
Replace Picklist Choices
Log Changes to Your Data
Change What Your Users See
IMPORT YOUR DATA
SET UP BASIC REPORTING
Overview
Get Started with Reports
Create and Customize a Report
Run a Report
Get Started with Dashboards
Install the CRM Sample Dashboards from AppExchange
Create a Dashboard
Share Reports and Dashboards
ROLL SALESFORCE OUT
Best Practices for a Successful Rollout
AFTER YOU IMPLEMENT SALESFORCE
Set Up More Salesforce Features
Stay Current with Salesforce
