The Salesforce Training Center includes step-by-step information on getting started with Salesforce, including how to organize your Contacts and Mail Groups. There is also detailed steps on running reports in Salesforce. Please check this site frequently for helpful links, tips, and updated information on the Salesforce system. If you can not find an answer to a question you have on this site or from the Salesforce Help and Training center, then please contact Greg Lindberg, IT Specialist, at firstname.lastname@example.org.
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Salesforce Lightning offers new and improved features that Salesforce Classic may or may not offer. The Lightning Experience in Salesforce allows for users to work from a modern, fast, and intelligent interface. Additionally, Salesforce Lightning is the preferred version of Salesforce work; as learning the operations of the Lightning experience will simplify work processes.
How to Run a Report
Create, Edit, or Delete Mailgroups
Removing a Member in a Mailgroup
Duplicate Check Overview
Using Duplicate Search in Salesforce
Adding and Editing a Stakeholder
Removing a Stakeholder