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The objective of navigation is to introduce you the look & feel of Salesforce & discover how to navigate in an easy way. Chatter is a collaboration tool embedded into Salesforce that can be used for multiple purposes.

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Click on this link for the full training material for navigation, this link for the Chatter User Guide, and on this link for the Cirrus Lightning For Gmail user guide.

CRM first steps

The objective of navigation is to introduce you the look & feel of Salesforce & discover how to navigate in an easy way.

You will learn about...:

How Salesforce looks like - Look & feel
The key Salesforce concepts and how the main objects (accounts, contacts, opportunities, customer visits, etc.) are structured and displayed
The search functions of Salesforce - How to easily retrieve information with a google-like search function

Chatter:

Chatter is an application designed to enhance collaboration and is embedded within the tool
You can “follow” any object or record within the tool
Once you are following a record, you are notified when changes are made
You can post files to share information and get feedbacks from colleagues
Users can also make comments on objects and records
Groups can be created to share information about specific topics (e.g. group for a specific market or region)

Cirrus InsightLightning For Gmail is an application that allows to:

Synchronize contacts from Gmail to Salesforce
Synchronize events from Gmail to Salesforce and form Salesforce to Gmail
Send emails from Gmail to Salesforce

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Salesforce terminology

The main objects used in Solvay CRM solution:

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Overview

Table of Contents

What you need to know to start...