Train your team with everything they need to know to leverage Salesforce Classic. Show them how to navigate Sales Cloud including accounts, opportunities, leads, dashboards, events, chatter, and more.
Salesforce Classic 101 End-User Training Manual
Just getting started in Salesforce? Use this guide to help your team complete tasks and learn the ins and outs of Salesforce Classic.
You’ll find tips on how to create reports, opportunities campaigns and more. Contact us to learn how you can embed these answers directly within your Salesforce instance to give your team instant answers.
- How to create reports in Salesforce Classic
A getting started guide for created your first Salesforce Classic Reports.
- How to create and customize views
Create unique views and customize them to your business needs.
- How to create campaigns in Salesforce Classic
An introduction to your first Salesforce Classic campaigns.
- How to create opportunities in Salesforce Classic
Learn how to create opportunities, leads, convert contacts and more in Salesforce Classic.
What our customers say
We all know how that traditional documentation goes stale faster than a nice baguette, especially in an environment as dynamic as Salesforce. Spekit helps you keep documentation current because it’s always in context and since it’s oriented to showing the right snippet at the right time, it’s painless to maintain.”
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Vice President of Sales Enablement
Farm Credit Services of America
Spekit’s team of experts helped us structure and embed new product playbooks within Salesforce, keeping relevant sales content at our sales team’s fingertips. It’s so intuitive that now our teams are confident and embracing both our sales technology and sales strategies.”