Spring 24 Release: Exciting Features + Updates
But first, have your admin take the following steps in your org to prepare!
- 00 Days
- 00 Hours
- 00 Minutes
- 00 Seconds
$50 Direct Mail Credit!
Only for Left Main customers who complete the certification by March 31, 2023.
- 00 Days
- 00 Hours
- 00 Minutes
- 00 Seconds
Course Curriculum
-
-
Left Main Demonstration
-
What's Included in Left Main+?
-
Left Main Quick Links Cheatsheet
-
Left Main Pipeline Hack! Excel Sheet Walk Through
-
What If I Want High Touch Support for My Left Main Org?
-
FAQs
-
-
-
Scribe: Screenshot Inactive Flows and Deactivate Them Again After the Spring 24 Release
-
Scribe: Enable Lightning Email Templates
-
Video: Spring 24 Release Customer Actions Required
-
-
-
Objective
-
Verify Your New Account
-
How to Access the Setup Menu
-
Your Setup Menu To-Do List
-
Turn on Enhanced Profile User Interface and Field-Level Security for Permission Sets during Field Creation
-
Menu Navigation and App Launcher Overview
-
How Do I Reset My Salesforce Log In Password?
-
Users: Permission Sets Explained
-
How to Assign User Permission Sets
-
Users: Add New User Licenses
-
How to Remove Permissions for Employees to Delete Records
-
How to Remove Transaction and Disposition Permissions from Users
-
How to Create a User Custom Profile with Restricted Access
-
How to Add Opportunity Team Roles
-
How to Change the Homepage Dashboard
-
How to Change Reset Password Policies
-
How to Enable "Login As" Other Users
-
What to Do if a User is Getting Locked Out on a Daily Basis
-
How to Change the Default Lead Owner
-
How to Mass Reassign Records + Remove User Access and Free Up a License
-
Salesforce Mobile App: Overview
-
Trailmix: Setup
-
-
-
Objective
-
What is a CRM?
-
How to Import Prospects
-
How to Import Buyers
-
Data Import Wizard
-
How to Export Leads
-
How to Import Expenses WITHOUT Quickbooks Integration
-
Salesforce Help Articles for Additional Learning
-
Additional Resource: Cleaning Data in Excel
-
Trailmix: Imports + Exports
-
-
-
How to Mass Delete Records
-
Duplicate Rules and Records
-
How to Add the Duplicate Checker to the Lead Page Layout
-
Trailmix: Mass Updates to Records
-
-
-
Objective
-
Einstein Activity Capture: How to Integrate Your Google or Microsoft 365 Calendars and Email
-
How to Add a Task-Based Calendar
-
How to Set Appointments on Calendar
-
How to Create Recurring Calendar Events
-
How to Add Additional Public Calendars
-

About this course
- Free
- 5 hours of video content
- Dashboards + Reports Released March 1, 2023!
Benefits
We're excited to announce that we're launching the Left Main Academy Certification, your one-stop shop for free training! Our new training program is streamlined and intuitive with active content and lots more to come.
-
With our intuitive training platform and easy-to-access features, you'll be able to spend less time training and more time growing your business.
-
Training is easy to access and intuitive, with clear instructions and videos that walk you through step-by-step.
-
Be the first to see upcoming features and updates, and we're here to support you every step of the way!