Salesforce Function Guide — CRM Tutorial
Salesforce Function Guide — CRM Tutorial
URL slug: salesforce-function-guide
Salesforce Function Guide — CRM Tutorial
Learn how to use Salesforce with 26 step-by-step function guides, explained in plain
language.
Salesforce is a customer relationship platform for businesses — accounts, contacts,
leads, and sales opportunities tracked in one system. This collection includes 26
individual function guides covering Salesforce features such as accounts and contacts,
leads and lead conversion, opportunities and pipeline stages, products and price books,
and quotes. Each guide explains what a function does, where to find it, how to use it, and
provides a practical example. You'll also receive the complete 108-page Salesforce
reference book in PDF and EPUB formats.
Inside the collection: Accounts, Contacts, Leads and Lead Conversion, Opportunities,
Opportunity Stages, Path, and Kanban Pipeline, Products and Price Books — and the rest
of the complete list, one guide per function.
26 guides in total.
Who it's for: Sales and support staff whose work runs through Salesforce.
Not for: Anyone looking for ready-made prompts — these are function guides, not prompt packs.
What you get: all 26 individual guides, plus the complete Salesforce book — 108 pages
— as a PDF and an EPUB.
How it's delivered: Delivered as a Google Drive folder link after purchase. One-time
purchase.
Updates: Updates are included while the collection is maintained — if a guide changes,
the folder copy is updated.
Disclaimers: These are reference guides that teach the app, they are not prompt packs,
and they don't include a subscription to the app itself.