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Managing Activities and Collaboration in Salesforce

by Zach Bohn

This course will teach you how to facilitate collaboration and effective communication in your Salesforce organization by fully utilizing Chatter and other Salesforce activities.

What you'll learn

Salesforce has some great native tools for productivity that go unused by many organizations! In this course, Managing Activities and Collaboration in Salesforce, you’ll learn how to utilize features in Salesforce to enhance collaborative efforts and communication for your organization’s users. First, you’ll explore Salesforce Chatter and how to customize it for your organization. Next, you’ll discover how to use various features in Salesforce to facilitate file-sharing and other collaborative tools. Finally, you’ll learn how to use Salesforce to schedule events, manage tasks, and create calendars for your users. When you’re finished with this course, you’ll have the skills and knowledge of implementing Salesforce activities needed to enhance collaborative efforts and communication for your organization’s users.

About the author

Zach is a Salesforce Business Analyst from Chicago, IL with an educational background in Data Science and Business Management. A passion for business intelligence and data management has contributed to his success in the fields of Salesforce Administration, Data Analytics and Quality Assurance. His career has spanned from an analytical role in Human Resources to his current role as a Business Analyst where he continues to expand his administrative knowledge in Salesforce, SAS Enterprise Miner, A... more

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