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. 🤕

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.  

How to view your leads in Salesforce

How to view your owned accounts and contacts in Salesforce

How to view your owned accounts in Salesforce

How to review your pipeline in Salesforce

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

How to create a lead in Salesforce

How to create a contact in Salesforce

How to create an account in Salesforce

How to create an Opportunity in Salesforce.com

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

How to import new Accounts into SFDC

Here we have a few other frequently asked questions. 

How to export opportunities from Salesforce (SFDC) to Microsoft Excel

How to log a meeting from Google Calendar onto Salesforce

How to integrate Salesforce with your Gmail and log a Gmail email 

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 

The AE/SDR Onboarding Guide to Salesforce