Welcome to Launchpad - Course Introduction
Learn how to set up Salesforce step by step for your small business—without needing an administrator. Build your CRM with confidence.
Videos
Launchpad: Your Step-by-Step Salesforce Setup Guide.
27 videos in this category.
Launchpad Lesson 1 - Sales Cloud Intro
Learn the fundamentals of Salesforce Sales Cloud, including Leads, Accounts, Contacts, and Opportunities—and how they support your sales process.
Launchpad Lesson 2 - Logging In & The Admin Setup Function
Learn how to log in to Salesforce, navigate the platform, and access the essential Setup tools for configuring your organization.
Launchpad Lesson 3 - Company Settings Configuration
Learn how to configure essential Salesforce company settings, including company information, branding, fiscal years, and account preferences.
Launchpad Lesson 4 - Salesforce Terminology and Navigation
Learn Salesforce fundamentals, including objects, records, fields, apps, relationships, and page layouts, to build confidence navigating Salesforce.
Launchpad Lesson 5 - Profiles
Learn how Salesforce profiles control user permissions, apps, objects, fields, and system access for sales users and managers.
Launchpad Lesson 6 - App Setup
Customize Salesforce’s Sales app to simplify navigation, organize key objects, and create a cleaner user experience for sales teams.
Launchpad Lesson 7 - Console App
Compare Salesforce standard and console navigation, and learn how console apps simplify working with multiple records simultaneously.
Launchpad Lesson 8 - Fields
Learn how Salesforce fields work and create custom fields, including lookup relationships and formula fields, to capture business-specific data.
Launchpad Lesson 9 - Customizing Page Layouts
Learn to customize Salesforce page layouts by organizing fields, related lists, sections, and actions around your team’s needs.
Launchpad Lesson 10 - The Lightning App Builder
Learn to customize Salesforce pages with the Lightning App Builder to improve navigation, organize components, and create better user experiences.
Launchpad Lesson 11 - Lead Setup
Customize Salesforce Leads with business-specific fields, picklists and Lightning pages to support an effective lead-management process.
Launchpad Lesson 12 - Account Setup
Customize Salesforce Accounts with business-specific fields, page layouts, and account hierarchies to support effective sales management.
Launchpad Lesson 13 - Contact Setup
Configure Salesforce Contacts, customize layouts, and create direct and indirect account relationships.
Launchpad Lesson 14 - Opportunity Setup
Customize Salesforce Opportunities with sales stages, custom fields, contact roles, and Lightning pages to support effective pipeline management.
Launchpad Lesson 15 - Sales Path
Customize Salesforce Sales Path with key fields and stage-specific guidance to help salespeople follow your sales process and improve opportunities.
Launchpad Lesson 16 - Lead Conversion Mapping
Learn to map custom Lead fields to Accounts, Contacts, and Opportunities so important prospect data carries over during lead conversion.
Launchpad Lesson 17 - Activities
Learn how to use Salesforce Activities to log calls, manage tasks, schedule events, and track emails across accounts, contacts, and opportunities.
Launchpad Lesson 18 - Chatter
Learn how to use Salesforce Chatter to improve communication, reduce email, and recognize sales progress through @mentions and record following.
Launchpad Lesson 19 - List Views
Learn how to create and customize Salesforce list views to filter, organize, and manage records, including using Kanban to visualize your pipeline.
Launchpad Lesson 20 - Reports
Learn how to create Salesforce reports, customize opportunity data, and use filters, groupings, totals, and charts to support sales management.
Launchpad Lesson 21 - The App Exchange
Learn how to explore the Salesforce AppExchange, evaluate apps, and install pre-built reports and dashboards.
Launchpad Lesson 22 - Dashboards
Learn how to build, customize, and use Salesforce dashboards to visualize sales data and support better decision-making.
Launchpad Lesson 23 - The Home Page
Learn how to customize Salesforce homepages, add dashboards, modify components, and assign layouts to users.
Launchpad Lesson 24 - User Management
Learn how to create and manage Salesforce users, assign profiles, configure settings, reset passwords, and control user access.
Launchpad Lesson 25 - Data Import
Learn how to clean, prepare, and import account and contact data into Salesforce using the Import Wizard.
Launchpad - Conclusion
Learn how to gather feedback, optimize Salesforce, and continue developing your skills through Launchpad.