All Video Tutorials

Updated 1 month ago by Charlotte Klein

All available video tutorials are listed below. They are also linked in their respective help articles.

Video Tutorials

General
  • Downloading, installing, and registering Salesforce Authenticator --> see here (3 min)
  • Syncing your email to Salesforce (if using Einstein Activity Capture):
    • Connecting and updating sharing settings --> see here (6 min)
    • Viewing emails in Salesforce --> see here (10 min)
Sales
  • Creating 22-23 renewal opportunities --> see here (13 min)
  • Mass converting prospects into 22-23 new jobs --> see here (6 min)
  • Creating and updating opportunities --> see here (19 min)
  • 2021-2022 Cross-Sell Database:
    • Cross-Sell Database walkthrough --> see here (32 min)
    • Cross-Sell reports --> see here (10 min)
    • Correcting student counts --> see here (4 min)
  • Sending contracts using HelloSign templates:
    • Creating and preparing contract templates --> see here (26 min)
    • Addendum to Creating and preparing contract templates --> see here (2 min)
    • Sending and signing contracts--> see here (23 min)
  • Navigating and customizing 22-23 sales reports & dashboards --> see here for Pt I and here for Pt II (24 min total)
Operations
  • Taking attendance and sending time cards --> see here (12 min)
  • Managing missed days and scheduling make-up days --> see here (13 min)
  • Ending and creating employments --> see here (6 min)
  • Logging site visits:
    • Navigating, scheduling, and completing --> see here (18 min)
    • Marking as not required, adding contacts, and reporting --> see here (16 min)
  • Work-for-pay:
    • Work-for-pay employments --> see here (7 min)
    • Work-for-pay time cards --> see here (10 min)
Beginning-of-Year Processes
  • Placing students prior to the beginning of the year --> see here (13 min)
  • Managing student requirements --> see here (8 min)

Recorded Trainings

Sales
  • Intro to opportunities --> see here (25 min)
  • Integrating email, sending contracts, reporting --> see here (60 min)
Operations
  • New operations user training (recorded 1/13/2021) --> see here (80 min)
  • Managing SSCS surveys --> see here (50 min)


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