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Learn How To Navigate Salesforce

Everything you need to know about navigating Salesforce

Find yourself lost, overwhelmed and confused navigating around Salesforce, wondering how to:

  • quickly find a specific record that you need;
  • see all of your open tasks & upcoming meetings;
  • customize your Salesforce tabs to hide some of the irrelevant and distracting tabs staring at you in the face every day;
  • log a Salesforce Support ticket;
  • find free apps to expand the functionality of Salesforce;
  • tap into a rich community of Salesforce enthusiasts who can help solve your challenges; or
  • find and un-delete your recently deleted records?

  • Use Salesforce more efficiently.
  • Eliminate the wasted hours endlessly searching YouTube and Google, only to discover that the information you find is irrelevant, too detailed and likely aimed at Salesforce developers or admins.
  • Quickly become a Salesforce Rockstar, focusing on closing more deals and following up with your clients instead of pulling your hair out trying to understand Salesforce.

This class is a must for any professional who is using Salesforce Classic and needs to quickly get up to speed on how to access and use:

  • Salesforce Search
    • Sift through hundreds, thousands or millions of records with just a few clicks;
    • Access the search function from practically any screen in Salesforce.
  • Personal Settings (where you can find options to):
    • Change your password;
    • Adjust your time zone;
    • Update your email address;
    • Set your notification preferences;
    • ...and more!
  • Help Portal
    • Find documentation, knowledge base articles;
    • Log a Support Ticket;
    • ...and more!
  • AppExchange
    • Expand your Salesforce capabilities with thousands of apps
  • Salesforce Success Community
    • Connect with others;
    • Post questions;
    • Join groups;
    • Learn more about new features;
    • ...and more!
  • Tabs
    • Learn how to add more tabs;
    • Remove unnecessary tabs that are cluttering your screen;
    • Learn how to sort your tabs based on your personal preferences.
  • Side Panel
    • Learn how to use the most common features found in the side panel;
      • Recent Items
      • Recycle Bin
    • Learn how to hide the side panel when you need it removed.
  • Main Screen
    • Learn how to use the most common features found in the main section:
      • Chatter
      • My Tasks
      • Calendar


✔️ Step-by-Step Instructional Videos

✔️ Easy to Digest, Bite-Size Chunks of Learning

✔️ Practical, no-nonsense guidance on how to use Salesforce

✔️ Community Access & Support

✔️ 100% Online & Mobile Friendly


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Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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Class Curriculum



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Your Instructor


David Giller
David Giller
  • As an attorney, I used to practice law..helping clients navigate through difficult situations related to family law, bankruptcy and foreclosure issues.
  • I’ve stepped away from the legal profession and now I am CEO of Brainiate, a Salesforce consulting firm.
  • As a Salesforce Partner, my Brainiate team helps non-profit and for-profit organizations unleash the power of Salesforce to work more efficiently, get a 360-degree view of customers, and automate business processes.

How did I go from practicing law to becoming a Salesforce expert?

Through a series of bizarre and unexpected career turns, I found myself working at NBC Universal, where I managed large scale IT projects, based out of Rockefeller Center in NYC.

After several years at NBC Universal, I moved over to GE Capital, where I inherited some responsibility for the company’s CRM (Siebel).

While at GE Capital, a Salesforce project landed on my lap, and I before I knew it, I became known as the “Salesforce Guru” at GE Capital.

I’ve decided to take my knowledge and expertise on the Salesforce platform and help others people solve their business problems and become Salesforce Rockstars.

Within the last few years, I have become a recognized expert in the global Salesforce community, through my blog, webinars, podcast, ebooks, and my role as a Salesforce User Group Leader for the NYC and Northern NJ Salesforce User Groups.

In 2016, I became a Salesforce MVP. MVPs are nominated by the Salesforce community and selected by Salesforce employees based on their expertise, generosity, leadership, and advocacy.

I can often be found at most Salesforce events in the NYC area (and certainly at Dreamforce), either speaking publicly (sharing best practices, cool new features), or helping to staff the Salesforce event in other capacities.

I'm looking forward to helping YOU become a Salesforce Rockstar!


"Explaining how to find & merge duplicates is a game changer! Teaching Salesforce users how to use this feature is powerful!"

- Darrell Gallegos

"I am impressed with Brainiate Academy and the content focusing on the Salesforce1 mobile app. The specific feature of the training that made it most useful for my experience is your use of user stories to demo the HOW along with the WHY. Your use of the screens to show what users will see is extremely helpful. Well done!"

- Matthew Anders

"Easily accessible content that was well-structured. Thank you, David!"

- Daniel Flanigan

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