Salesforce Training


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

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Salesforce Training: Overview

Salesforce Training: Contacts

Salesforce Training: Mail Groups

Salesforce Training: Reports

Salesforce Training: Leads

Salesforce Training: Duplicate Check

Salesforce Email Templates

Salesforce Training:  Importing Contacts

Salesforce Training:  Creating a View

Salesforce Support Flowchart

Tech in a Minute


Salesforce Terminology

Documentation Library

Contact Import Template 

Feature Request Form Help *New





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

Viewing Mailgroups

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