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<aside> <img src="https://img.icons8.com/ios/250/000000/pin3.png" alt="https://img.icons8.com/ios/250/000000/pin3.png" width="40px" /> Pinned Resources

Data Champions Program

• 🔒 Salesforce MFA Instructions 🔒 </aside>

🔖 Salesforce Strategy & Initiatives

Salesforce 101

Salesforce FAQs

⚙️ In Practice: How tos

Navigation Tips & Tricks

How to build a report?

How to create & use list views?

How to Onboard and Offboard Staff

How to manage Meetings in Salesforce?

How to manage/merge duplicate records?

Salesforce <> Gmail Integration

Mentor Ratings

How to create Prospects?

How to set-up LSP Panels & Meetings?

How to use the Salesforce Extension to book meetings faster?

How to convert A4S Synced Calendar Events to Meetings in Salesforce?

🤖 Salesforce Data Insights

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• Portfolio Insights - latest metrics for our selected companies!
• Selection Overview - latest metrics on this years selection process worldwide. </aside>

💟 Meet the Team

Samantha Bates, Salesforce Admin

Samantha Bates, Salesforce Admin

Sanjay Thapa, Senior Salesforce Admin

Sanjay Thapa, Senior Salesforce Admin