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Posts from the category “Training”. Click here for all posts in Successforce Blog.

AppExchange 101 Webcast: Everything You Need to Extend Your CRM Implementation

Appex_webcast_101 Join us for a FREE AppExchange Webinar — Live on June 14, at 11:00 AM PST. AppExchange is the first and only online marketplace for sharing applications. It makes finding and deploying new on-demand apps easy. Many of the apps in the AppExchange are free and all are pre-integrated with Salesforce. There are more than 250 apps to choose from including applications for every department like sales, service, HR, finance —and more. Find everything from project management to recruiting to email marketing and beyond. Learn what you need to know to get started with AppExchange. Plus, get all your questions answered in a live Q&A. Register for our free AppExchange 101 Webcast now.

AppExchange 101 Webcast: Everything You Need to Extend Your CRM Implementation

Appex_webcast_101 Join us for a FREE AppExchange Webinar — Live on June 14, at 11:00 AM PST. AppExchange is the first and only online marketplace for sharing applications. It makes finding and deploying new on-demand apps easy. Many of the apps in the AppExchange are free and all are pre-integrated with Salesforce. There are more than 250 apps to choose from including applications for every department like sales, service, HR, finance —and more. Find everything from project management to recruiting to email marketing and beyond. Learn what you need to know to get started with AppExchange. Plus, get all your questions answered in a live Q&A. Register for our free AppExchange 101 Webcast now.

AppExchange Mobile Admin Training

Ae_mobile_logo
Today a training course was posted with instructions for How to Setup a New AppExchange Mobile Account. The 20 minute tutorial walks you through creating profiles for your mobile devices and configuring connections to everyone’s blackberries. From there you can add users and you’ll be on your way to leveraging the power of AppExchange Mobile.

AppExchange Mobile Admin Training

Ae_mobile_logo
Today a training course was posted with instructions for How to Setup a New AppExchange Mobile Account. The 20 minute tutorial walks you through creating profiles for your mobile devices and configuring connections to everyone’s blackberries. From there you can add users and you’ll be on your way to leveraging the power of AppExchange Mobile.

Searching CRMSuccess.com

As the CRM Success site has grown, many people have asked for better ways of finding resources. While we’ve got a number of projects in the works, one good short term solution is to use a Google Site Search. This will allow you to quickly search across CRMSuccess.com for best practice materials using keywords. Give it a try and let us know what you think.

Searching CRMSuccess.com

As the CRM Success site has grown, many people have asked for better ways of finding resources. While we’ve got a number of projects in the works, one good short term solution is to use a Google Site Search. This will allow you to quickly search across CRMSuccess.com for best practice materials using keywords. Give it a try and let us know what you think.

Intellisync User Guide

The Intellisync for salesforce.com User Guide provides in-depth instructions to help you synchronize your Salesforce.com contacts and activities with Microsoft® Outlook® and/or a Palm OS device. Included are steps on installing and configuring Intellisync for salesforce.com, setting up Outlook or your Palm, and syncing your data. Plus troubleshooting tips and advanced topics such as changing which Outlook folders to sync.

Download salesforce_sync_user_guide.pdf

Download Intellisync

Intellisync
 

Intellisync User Guide

The Intellisync for salesforce.com User Guide provides in-depth instructions to help you synchronize your Salesforce.com contacts and activities with Microsoft® Outlook® and/or a Palm OS device. Included are steps on installing and configuring Intellisync for salesforce.com, setting up Outlook or your Palm, and syncing your data. Plus troubleshooting tips and advanced topics such as changing which Outlook folders to sync.

Download salesforce_sync_user_guide.pdf

Download Intellisync

Intellisync
 

Office Edition Cheat Sheet

Office_edition

Salesforce.com Office Edition allows you to access your Salesforce.com data from Microsoft Office. After installing a small plug-in, Salesforce.com menus are added to Microsoft Excel and Word. From these menus, you can access your Salesforce.com reports with Excel, and create mail merge templates in Word for use with Salesforce.com.

Download salesforce_office_edition_cheatsheet.pdf

Office Edition Cheat Sheet

Office_edition

Salesforce.com Office Edition allows you to access your Salesforce.com data from Microsoft Office. After installing a small plug-in, Salesforce.com menus are added to Microsoft Excel and Word. From these menus, you can access your Salesforce.com reports with Excel, and create mail merge templates in Word for use with Salesforce.com.

Download salesforce_office_edition_cheatsheet.pdf