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Salesforce Configuration

  • Creating Dashboards in Salesforce
  • Logging Email Tracking Data (Opens/Clicks) to Salesforce
  • Creating Custom Activity Reports in Salesforce
  • Mass Updating Record Types
  • Connecting FrontSpin to Salesforce
  • Using Salesforce Record Types (for Outsourcers)
  • Mass Updating Leads
  • Adding Custom Fields, Mapping Fields To FrontSpin
  • Creating Lists & Playbooks from Salesforce Reports
  • International Dialing
  • Dials vs. Outbound Calls
  • FrontSpin Reporting
  • Lead Conversion
  • What is a Connect?
  • Updating Task Type via Workflow Rules
  • Setting Up Round Robin Lead Assignment
  • Setting Up New Inbound Lead Notifications

Categories

  • User Training
  • Admin Setup & Configuration
  • Salesforce Configuration
  • Standalone
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