What is Salesforce, really?
Before any clicking, get the map: Salesforce is a CRM platform — a shared database of customers wrapped in tools to work with them.
Before any clicking, get the map.
A CRM in one sentence
- A shared database of your customers and deals
- Tools — automation, reports, apps — built on top of that data
- One source of truth every team reads from and writes to
Everything else in this training is a variation on those three ideas.
Questions & discussion
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