Learn How To Navigate Salesforce Classic

Everything you need to know about navigating Salesforce Classic

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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Course Curriculum

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Your Instructor

David Giller
David Giller
I am a Salesforce trainer, consultant, blogger, author, Salesforce User Group Leader and CEO at Brainiate.
On paper, I'm an attorney - although I'm currently retired from practicing law.
Today, I help organizations to "make Salesforce easy" by training employees, identifying areas to improve the existing Salesforce configuration, and sharing best practices to help organizations get the most out of the Salesforce platform.

"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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