Salesforce Guides

Owned by Grant Gooch

Last updated: Dec 31, 2024

1 min read

Purpose: Write a overall summary of what is contained in the guide. AI is pretty good at summaries.

Roles: All

Last Updated: Dec 30, 2024

1 Tools and External Resources
2 Dashboards
- 2.1 SEO Rep Dashboard
- 2.2 SEO Team Lead Dashboard
- 2.3 Backlog
- 2.4 Pipeline
3 Basics Tasks
- 3.1 Finding an Account
- 3.2 Building a Report
- 3.3 Creating a List View
- 3.4 Updating Quicklinks
- 3.5 Adding Favorites and Why
- 3.6 Adding Objects To Navigation

Tools and External Resources

Google Trends
Keyword Planner (Google Ads)
AccuRanker
Salesforce
Spark Platform Admin

Link to resources

Dashboards

SEO Rep Dashboard

SEO Team Lead Dashboard

Backlog

Pipeline

Basics Tasks

Finding an Account

Building a Report

Creating a List View

Updating Quicklinks

Adding Favorites and Why

Adding Objects To Navigation

Using Filters