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Tagged: Salesforce Basics

Salesforce Dashboards and Chart Basics

Salesforce reports are a great way to view and analyze your data. If you’re new to Salesforce reports check out our Introduction to Salesforce Reports. That will give you the basics for understanding reports before you dive into Salesforce charts and dashboards. Salesforce dashboards and charts are a helpful visual representation of your reports. Since dashboards…

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How to Use Salesforce Leads

Salesforce Leads are a great way to track prospective business opportunities. More specifically a Lead is one person. This is different from an Account because an Account is an entire company that can have several Contacts associated with it. Salesforce Leads are not the same as Salesforce Contacts. While Contacts are also individuals they are current…

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