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  • Products & Solutions

    • RMS
    • S&MS
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    • GDIA
  • Persona Program
  • D&B Systems
  • Customer Training

  • Global

    • Europe
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Jump to videos

How We Work

Salesforce.com: A D&B Tour

1 - D&B SFDC Training - Intro Video

A brief overview of what learning topics we'll cover in this video series.
Oct-15-2016

2 - D&B SFDC Training - Homepage and Objects

A tour of the Salesforce homepage, how to customize, a review of how 'objects' work, and where to go for additional learning. You can also find a helpful video on customizing your SFDC experience here: https://youtu.be/hN72k-p...
Oct-15-2016

3 - D&B SFDC Training - Pipeline and Opportunities

An overview of the sales stages, creating and managing opportunities and renewals
Oct-15-2016

4 - D&B SFDC Training - Tab Views and Logging Calls, Finding Records, and Getting Help

Tab views and logging calls, searching records and finding help
Oct-15-2016

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