Salesforce CRM Full Training Tutorial For Beginners | 2022

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Need Help With Salesforce? Check Out - www.crmcrew.com
In this video I explain how to use the key features inside Salesforce CRM.
00:00 - Intro
00:49 - Home
02:33 - Leads
09:42 - Accounts
13:22 - Contacts
14:32 - Opportunities
19:53 - Cases
24:19 - Tasks
26:14 - Calendar
27:50 - Reports
29:44 - Dashboards
31:15 - Campaigns
33:38 - General Admin
39:39 - Outro
Email: info@crmcrew.co.uk
Telephone: 01494 256996
Personal LinkedIn: www.linkedin.com/in/nick-boardman
CRMCrew LinkedIn: / crmcrew
CRMCrew provides CRM training solutions for businesses around the world. We offer bespoke online video training courses based on your CRM system & business processes, as well as 1-1 and group training. We also provide valuable free training content on our RU-vid channel.
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Опубликовано:

11 июн 2024

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Комментарии : 475

@DesiTalesUSA123 Год назад

I am very new to Salesforce and can’t imagine that I have learnt it by watching just a single video. Hats off to you for making such a perfect and an easy to understand video for beginners like me.👍

@NickBoardman Год назад

Thanks for such a kind comment Nagina, it is greatly appreciated!! I am glad the video helped :)

@salesforcein5minutes Год назад

Hi I'm teaching salesforce within 5 minutes and also posting interview questions that I have faced . Please give it a view : ru-vid.comShglISzIMOs?feature=share

@StevieSaysHey Год назад

11.5k views and only 261 likes?? Crazy. This was an absolutely helpful tutorial and walkthrough of a standard Salesforce Sales dashboard. Super clear, straight to the point, and gives any newbie a ton of info. Thanks for offering this, subscribed! Edit: I totally forgot I left this comment but wanted to shout out - I got the client who asked about needing an assistant with Salesforce knowledge and been working with them since 2022, so THANK YOU! ❤

@NickBoardman Год назад

Hahaha thanks for the kind comment!! Really glad the video was of value to you!!

@salujasaurabh 5 месяцев назад

in one year its 8.1K likes, 381k views I guess

@jijkourumov 4 месяца назад

@@NickBoardman ,this video was so helpful .Thank you man.

@homeoffice9074 4 месяца назад

Great video! Quick, thorough, and easy to follow 👌🏿💯

@johnbaryeh 2 месяца назад

I followed Because of this video @stevie . I must admit that this video is a whole training session about salesforce . I’m a beginner and I’m confident that I will do well on salesforce after watching this video. It sure needs more like ❤😊. Thank you for sharing @NickBoardman

@SeanMayo-qb6rv 13 дней назад

Love that I get to hear you swallowing while I learn this

@barbarashapiro9411 Год назад

Wonderful! Easy to understand and to go to sections that pertain to what you need to know. Happy to see you work within the platform several times (many presenters don't provide enough visuals). Thanks, Nick!

@thejayeshmuley 9 месяцев назад

Hi Nick, Being in sales I'm familiar with all the terminologies but I'm new to salesforce. The way you did the presentation is absolute perfect and very simplified. Keep up the hard work man !

@hassenahmed8964 Год назад

Thank you so much Nick, this video was on point and very much helpful. The details on each par and how you broke it down was just so helpful. Thank you again and again!

@rickyfno Год назад

I just needed a quick refresher and this was great! You are great. Very simple and easy to understand but yet very detailed. You have a great voice and pace. Thank you.

@chriscorner7574 Год назад

This was an outstanding introductory session. Sincerely, thank you!

@user-qs8vp4ps4f Год назад

This tutorial was BRILLIANT!!! Thank you!!!

@claudiaramirez3003 Месяц назад

Thank you for being straightforward and delivering exactly what we need to understand the basic UX! You just earned a new subscriber :)

@danengeljr3980 11 месяцев назад

I'm considering working for Salesforce. Watching these videos definitely help me understand the job and company. Thank you for making them.

@bridgeth6629 Год назад

Excellent video! Very clear and succinct. I have never seen Salesforce before and had no clue what kind of company it was, and now, thanks to your video, I feel like I could walk into any job and begin using it. Thank you! Incidentally, it looks like a great product! I have worked several jobs where we tried to use Excel to capture sales lead info and it was a clunky and clumsy way to capture this process, to say the least. Salesforce looks like they have captured the entire sales process perfectly.

@tommyreece5876 Год назад

Absolute great overview. Wonderful style and delivery for teaching.

@rad0f 2 месяца назад

Short and comprehensive, thank you!

@arunulianchery135 Год назад

Very useful. Thoroughly enjoyed learning the Salesforce basics. Thanks much Nick. Great content and excellent narration and walkthrough

@lexminikins 6 месяцев назад

This video was so useful. Your training and walkthrough was pitched at the right level for me for a refresh as it's been a while. Thanks, top content!!

@nickmclay Год назад

OUTSTANDING vid and instruction. Thanks so much. You made the subject so clear and understandable.

@emmap4339 4 месяца назад

A real eye opener. Thanks for making this video Nick.

@asifadnan2813 Год назад

THANK U SO MUCH,NICK. NOW I CAN ADD SALESFORCE CRM IN MY RESUME AS A QA TESTER.

@user-td8tn8fs5f Год назад

This video was SO HELPFUL! Thank you so much for this! Wonderful explanation!

@williamsatish25 11 месяцев назад

I have 1.6 years in CRM dynamics and my organization wanted me to suddenly Salesforce as there is a new project coming up, your video was good enough for me to understand.

@romijaiswal-1 Год назад

Really a great training video. Thanks a lot for taking out time and helping those who are need of knowledge for CRM and SalesForce. God Bless you. I subscribed to your channel and will also recommend others who are in need for help with CRM and SalesForce. 5 stars for you 🥰. I got to learn a lot from it and will go through all of your videos

@user-el5cb8jt3j Год назад

You're a legend Nick. Thanks so much for the training help! This was amazing, will be sharing with other interns.

@NickBoardman Год назад

My absolute pleasure! Thanks for the feedback :)

@sportcenter808 Месяц назад

This was extremely amazing, well explained, perfect time usage, great narrative towards guiding viewers to grasp crystal clear knowledge of Salesforce. Thank you for this video, you deserve a follow.

@SalesforceTyler 7 дней назад

Incredibly helpful, Nick! Thank you.

@erinwhite1782 Год назад

New to Salesforce... easy to understand and thorough, especially with switching careers! Thank you!! :)

@dihett 8 месяцев назад

So well-done. Thank you. I have used SF in the past but it's been a while and this was just what I needed.

@karinetekelch646 10 месяцев назад

I’m so happy I found your video, I’m new to salesforce and trying to study and understand as much as I can before my first exam😅 Thank you so much!

@Khushal_Safar 10 месяцев назад

Best CRM tutorial video. Learnt so much from this single video

@nattyphatty Год назад

This was incredibly clear and helpful! You make using Salesforce feel accessible and not overwhelming. Thank you so much!

@NickBoardman Год назад

Thanks for the kind comment, Natalie! I am pleased the video was helpful :)

@jabronirigatoni4648 3 месяца назад

I have become a QA tester within my company, which is switching from old legacy systems to Salesforce and puts me in a weird position where i dont mnow this new system i will have to test for. I have been doing auto training by myself for about a week, and watching this video has unlocked knowledge for me, it all just clicks now, plus all the training i was doing was mostly setup stuff, but i could not wrap my brain around how Salesforce works, this was the base knowledge i needed. I will also recommend to my manager that they add this video as part of training for new users. Thanks for the video!

@JulieandJerryWafer Год назад

This was a great video for a novice. Very informative and interesting. I also liked the pace. Thank you!

@SharbinVlog Год назад

This video is amazing! Thanks so much for providing such detailed video and user friendly to learn.

@KilmarLake 2 месяца назад

This was a great refresher. I have not used Salesforce for quite a few years.

@niashonte Год назад

This is such an AMAZING TUTORIAL! Easy to follow, clear and concise! I truly appreciate this video!!!

@salesforcein5minutes Год назад

Hi I'm teaching salesforce within 5 minutes and also posting interview questions that I have faced . Please give it a view : ru-vid.comShglISzIMOs?feature=share

@christinac368 Год назад

Thank you so much, Nick! I have watched several videos on Salesforce and I finally understand thanks to this video. I really thought it CRM was way over my head, but I just needed to find your channel. Subscribed!!

@NickBoardman Год назад

My pleasure, Christina! I am glad the video helped, and thank you so much for subscribing!

@jjnana2192 Год назад

This is very enlighting. Thank you!

@robotop907 Год назад

Thank you Nick ! After a long time finally I found the best video for Salesforce. Great explanation!

@NickBoardman Год назад

Thank you for such kind comments, they are much appreciated! I am pleased you found the video valuable!

@josephminkowitz6729 Год назад

I'm blown away by how perfect this video was for my needs. Thank you so much Nick! Will definitely work with your team if I need support

@NickBoardman Год назад

Thank you for the kind comment Joseph!! I am glad the video helped :) Please feel free to reach out if you need any assistance!

@gigiho3666 Год назад

I am not English native speaker but this video is well organised in explaining all the details and so easy to understand. I am looking for new marketing job and seems to me salesforce is one of the tools that I need to learn. Thank you for the video.

@stelladai1042 Год назад

This is the best salesforce tutorial, hands down! Kudos, Nick. Keep up the good work.

@NickBoardman Год назад

Thank you for such a kind comment, Stella! I am pleased the video was of help!

@lachellerininger6680 4 месяца назад

Thank you. I needed this for helping me get a job.

@melissas.1385 Год назад

This video was amazing! The last time I worked with SalesForce was in 2018. The new company I'm currently interviewing with just started using the system so that's another leg up for my prospects. Nick, you have greatly updated my knowledge from the changes made within the past 4-5 years. I look forward to watching more tutorials. If I get the job or have an opportunity in the followup interview thank you note, I'll be sure to forward them your information. Thank you so much!!

@anthonyamaefule6364 Год назад

The best salesforce training so far. Thank you

@NickBoardman Год назад

Thanks for the kind comment Anthony! I am pleased I could help.

@mfonbassey3078 10 месяцев назад

The video is very useful for my new job. A great guide and I sincerely appreciate

@maritesgelsano7514 Год назад

Thank you so much Nick. This tutorial really gives a lot of insights especially now that I will be starting my sales career using salesforce. I'll be watching more of your videos for future references. God bless and stay safe.

@NickBoardman Год назад

My pleasure Marites, thanks for the kind comment! I wish you the best of luck with your sales career!

@unknown-by9kf Месяц назад

Thank you for this. I needed a refresher for a new job coming up!

@Paulie8K Год назад

Amazing mate. I've used SF lightly at a few companies before but I just started a new company where I will be using it more heavily so I have been binging tutorials before I have to use it heavily. Your tutorial was one of the best so far.

@NickBoardman Год назад

Thanks for the kind comment Paulie, I am glad the video was of value! If you have any Salesforce related questions please do not hesitate to ask!

@user-sd4hp4xw5w Год назад

An extremly useful tutorial for beginner! Thank you for your start guide

@Iam_anandraju Год назад

Such a perfect example of how to simplify and explain so all can understand. Awesome ..!

@NickBoardman Год назад

Thanks for the kind comment, I am pleased the video helped :)

@JeffPruiett-yn7tm Год назад

I'm in the fourth stage of the interview process for an account management position, and having recently learned their specific CRM to be Salesforce this video is invaluable. They will provide training for their CRM, however I want to show initiative in seeking out general knowledge in the processes ahead of training. Great video, simple but detailed.

@vapx0075 Год назад

Hey, me too :D Good luck!

@dalecooper1968 8 дней назад

Hello Nick, Thanks for this tuto. I used to work with Oracle and MS Dynamics and wanted to compare the use of both tools with Sales Force. All is very crystal clear and you're a very good teacher.!!! Nice day to you!!!

@TenaliRams 11 месяцев назад

Great video for beginners, very useful to know in and around of SalesForce system as a starter. I am very new to Salesforce and Hats off to you for making such a perfect and an easy to understand video for beginners like me

@josephmesue5361 7 месяцев назад

Educative and very simple to understand. Thank you

@lalolozada Год назад

The best explanation so far, I watched many videos before and I thought this CRM was too complicated, but with this video I find it simple and incredible useful !

@NickBoardman Год назад

Hi Laura, thank you for the kind comments, I am glad the tutorial was of value!

@fatimaumoru7991 Год назад

Thank you Nick i am new to this but is this for an admin person in a construction company

@kathleenwalsh7297 Год назад

Thank you! I needed an overview as I am new to Salesforce. I was not expecting what I got from your video. Kudos

@NickBoardman Год назад

I am pleased you found the video helpful :)

@markjackson4851 Год назад

I needed a quick guide to Salesforce for a job interview I had scheduled, and this was really easy to follow and understand. Thanks for going over the important parts and keeping this video under an hour!

@NickBoardman Год назад

My pleasure, Mark! I am pleased the video helped :)

@PattyNfriendzy774 11 месяцев назад

Did you get the job ? Was it difficult to learn? Do you love your job?

@barbaraibarguengoitiaalcor6670 Год назад

You are so knowledgeable and explain everything so well (very dynamic, practical and throrough)!

@NickBoardman Год назад

That is very kind thank you!

@davidinnes3762 Год назад

Very clear walk through of the various functionality. Nicely done :-)

@allyneferrer7542 Год назад

I was so dizzy due to all the videos about salesforce but this one is the best! Thanks for making this video

@NickBoardman Год назад

Hahahaha, I am pleased I could stop the dizziness!

@AmitKumar-qu9se 9 месяцев назад

Very beautifully explained. Thanks for this.

@briangatiu8662 7 месяцев назад

This is how things should be simple and clear. He additionally made it short and very sweet, I cant remember when I watched a 40min tech tutorial.

@Nat-182 5 месяцев назад

Thank you Nick! Incredibly useful!

@jaimesmithtv Год назад

The best description and walkthrough I've seen for the end user so far. Very succinct, clear definitions, and use cases are woven into the walkthrough in a simple way. If you made a Udemy course on this, I would buy it. Very helpful.

@NickBoardman Год назад

Jaime, thanks a lot for the kind comment, it really made me smile. I am glad you found the video valuable. I may consider doing a Udemy course in the future. In the meantime, if you have any Salesforce questions, please do not hesitate to ask :)

@TheWriteDiva 9 месяцев назад

I definitely agree. I’ve tried watching others and this was the best. Felt almost interactive.

@kaliyugam_moksham 14 дней назад

Hats off to your way of explaining..Thanks

@annualgiftman 9 месяцев назад

Great intro, really helpful - cheers Nick!

@darrenmartinez Год назад

Best! Thanks a lot Nick!

@edwardmaccallum9158 8 месяцев назад

just dropping this comment to thank you for a great presentation, extremely insightful

@DanielDenis-SmartFlower 8 месяцев назад

Excelent introduction to Salesforce! This has been very helpful, thank you! : )

@Chadillac_fit 4 месяца назад

Big thanks! I’m starting a new job and this video helped a ton!!!

@vladad2109 Год назад

Thanks! Your video is a must-have for anyone who wants to work with Salesforce. But I had to switch to another CRM anyway, because Salesforce is too cumbersome and has a high price, so it's not an option for small businesses. I switched to Flowlu and really enjoy that everything is highly customizable and you can automate not only CRM, but also invoicing. And I like the fact that I don't need 1-hour guides to work with Flowlu, everything is user-friendly.

@airbnbhorrorstory Год назад

Fantastic refresh for me!

@vimithamohan953 Год назад

Great Explanation! A quick walkthrough of the SF

@NickBoardman Год назад

Thanks for the kind comment Vimitha, I am glad I could help!

@BlueShoe 9 месяцев назад

One word. "AWESOME". Loved it! Thanks Nick! I am soon going to watch your other videos as well! 👌✌👍🤩

@alvinosei7278 2 месяца назад

Exactly the video I needed! So underrated

@nohashf Год назад

It is really helpful. Thanks a lot for your efforts. You are amazing!!

@KarlWhitfield Год назад

This is excellent, great video, perfect for a noob, thanks Nick.

@clintpitman1830 4 месяца назад

Nick: Hello from Colorado, USA! Very helpful video and a good starting poiint for a newbie like me. Looking forward to watching more of these as I begin my Salesforce journey.

@demiladeolafisoye5042 Год назад

This was a really good introduction! Thanks Nick!

@NickBoardman Год назад

Hi Demilade, thanks for the kind comment! I am glad the video was of value!

@brianhilgers6416 Год назад

Nick have been trying on my own, have load leads/account but have been in management for years, and not actually putting in data, just followed reports. Now i need to put more front line info in...this was a super video training....hope to see more thx much...Brian

@Jad_Karam Год назад

great video, thank you for the information !

@prakashjaveri2107 11 месяцев назад

thank you so much for the training.

@ch.m.d8363 Год назад

Thank u so much I’m new to Salesforce I fought this CRM was hard to use but I learn so much

@akamohkehinde3554 11 месяцев назад

Wow! This is incredible, the explanation was clear and I understand it.

@NickBoardman 11 месяцев назад

Glad you think so!

@danvee3928 Год назад

Good Intro video. Very clear. Thanks for sharing.

@Ecce2295 Год назад

Thank you for this!

@shadowgui9535 Месяц назад

It's very helpful and the instruction was created in a smooth flow. Thank you for sharing.

@biyaraju7631 Год назад

Thank you so much for this video. You have explained the salesforce CRM very clearly.

@NickBoardman Год назад

Thanks for the kind comment Biya, I am pleased the video was useful :)

@jermaineallen6266 11 месяцев назад

This is the best Video i have seen on tutorials.Thank you .

@NickBoardman 11 месяцев назад

Wow, thanks a lot!

@TheGreatestHeroEver Месяц назад

Amazing video, Nick! Thank you so much for sharing.

@katherineolson8426 Год назад

thank you thank you thank you !! Just starting new sales job..... easy to follow, hits all points.

@NickBoardman Год назад

Hahahaha my pleasure Katherine! Good luck with your new sales job!

@ayodejirauf7712 2 месяца назад

Thank you for this amazing video Nick.

@dricent5798 Год назад

This is the best salesforce CRM video I’ve watched, it incorporates every detail in few minutes, straight to the point. Thank you for this🎉✅

@marcosreyes6162 Год назад

First time viewer on your channel. After watching this video, i feel confident in diving right into Salesforce!

@NickBoardman Год назад

Thanks for the kind comment Marcos! Good luck with Salesforce, if you have any questions please do not hesitate to ask!

@IstvanMohos-nz6kf 5 месяцев назад

Great, hard core, hands-on tutorial. The best and simplest and shortest I have seen so far! Liked and subscribed! :) Gonna check your website as well and the other videos as I develop more SF skills. Thank you!