Salesforce Overview

Salesforce Overview.pdf

(View this document for a introduction to Salesforce)

Salesforce is a cloud computing service and Customer Relationship Management (CRM) database system. Salesforce contains contacts and mailing lists for each county, and includes various apps and features that assist users to successfully organize and analyze their data. With Salesforce, you can track new opportunities for programs and events by grouping contact information and activity in one central location.

Another great resource for learning about Salesforce, which also includes more advance Salesforce topics, is Trailhead:

To best view videos in-browser, it is recommended to use Chrome or Firefox. Videos can also be viewed directly by clicking on the heading for the video.


What is CRM?

To get started with Salesforce, it is recommended that about what a CRM is by watching the following video from Salesforce:


Learning Salesforce


Logging In to Salesforce


Organizations (Counties)


Help and Training