Entries from CRM On Demand Learning Blog tagged with 'training'
Social Media and Training
We’re always interested in finding better ways to share our favorite CRM On Demand resources with you. However, depending on where you are in your CRM On Demand experience, your needs for information will most likely vary. So, we started...
Avoiding Pitfalls during Data Import
If you’re an administrator who’s importing data for an Oracle CRM On Demand implementation, here are a few tips to avoid import errors and meet launch dates: 1. Make sure the field values for your import match your picklist values...
Creating a List of Tasks Due Today
Are you interested in seeing a list of only today’s tasks in CRM On Demand? Here are instructions to help you create that list and add it to your Favorite Lists, so you can access it with a single click....
Anyone out there?
We curriculum developers spend countless hours hovering over our scripts and simulators, trying to illustrate features in CRM On Demand so you can quickly see their benefits. And then we send our material out to the universe. Who knows what...
Ramp Up On Release 15
Have you heard about Release 15 yet? There is some pretty cool stuff in this release, including a new message center, some widgets, RSS feeds, and new customizable analytics dashboards. You might have already been upgraded to this release,...
Using Books to Organize Your Data
The Book of Business feature can help you get the right data in front of the right people in your organization. Whether your company is organized by territory, product, or other unique structure, you can create one or more...
Importing Data - Where to Begin
Data import — gotta do it but don’t know where to start? Importing data is a particularly important task to do right. If you don’t, you end up with incorrect or missing data and end-users that have no confidence in...
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