Sales

The AE/SDR Onboarding Guide to Salesforce

Learn how to onboard a new sales team member in Salesforce.

Introduction

There’s a reason Salesforce is the top sales CRM tool. It has a huge capacity to scale and offers so many solutions. But with opportunity comes complexity. This can make onboarding a real headache. 

We’re here to help!

Here are the top requested Scribes for how to get started on Salesforce. As you set up your Salesforce account, you’ll need to get a few basic steps out of the way.  Click below to learn:

If you still haven’t been assigned accounts, contacts or leads, you can always begin by creating new records. Let’s walk through:

If you have multiple records that you would like to import to Salesforce, you can use the data uploader.

Here we have a few other frequently asked questions.

Now that you have the basics on how to use Salesforce keep an eye out for more resources!

Want to learn more about Salesforce or another tool? Message us your Scribe requests at [email protected].