CRM Cheat Sheet for Salesforce

Salesforce & English Language Institute of China, ELIC

Salesforce, Ronald McDonald House, and Enpio - Success

How to create a new, custom text field and place it on page layout in Salesforce.

Understanding how Salesforce treats addresses on the Contact tab, Account tab, and which addresses will show up on Mailing List Reports.

How to create custom report filters that include only contacts from certain regions or that have certain job titles. Can also filter out contacts ...

How to create a simple mailing list report in Salesforce

How to remove a user's access to your Salesforce account.

How to create a new user login for your organization's Salesforce.

Overview and examples of Salesforce.com Self Service Portal, Customer Portal, and Sites technology.