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Intro to Salesforce

Start here: get comfortable with the Salesforce basics

Take a quick tour of the Salesforce Home Page

Find what you need fast with the Universal Search Box

Add the Events Calendar so you never miss a beat

Understand people and relationships

Use the Org Chart to see who’s who

Get to know the Toolbox for Non-fundraisers

Check your understanding

Quick check: Universal Search basics

Quick check: Customizing apps and the nav bar

Quick check: Navigating the Org Chart

Quick check: Toolbox for Non-fundraisers overview

Tell us how it went

Course feedback survey

Hit the ground running in Salesforce. Salesforce Essentials for New Staff: Apps, Navigation, Search, Toolbox is a practical, hands-on starter course designed to help new team members get productive on day one. In under two hours, you’ll learn how to confidently navigate the Salesforce Home page, personalize your apps and navigation bar, and use the Universal Search Box to instantly find records, people, and data. You’ll also explore the Events Calendar so you never miss a meeting, visualize relationships with the Org Chart, and discover the Toolbox for Non-fundraisers to streamline everyday tasks outside of fundraising roles. Built for busy professionals, this course blends clear walkthroughs with bite-sized checks for understanding and real-world scenarios so the skills stick. No prior Salesforce experience is required—just bring your curiosity. By the end, you’ll know where everything lives, how to tailor Salesforce to your workflow, and how to locate what you need fast. If you’re new to a Salesforce-powered organization or transitioning to a role that touches Salesforce, this course is your shortcut to speed, confidence, and consistency.

Salesforce Essentials for New Staff: Apps, Navigation, Search, Toolbox

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            <p>Salesforce Essentials for New Staff: Apps, Navigation, Search, Toolbox is your fast track to feeling confident and productive in Salesforce from day one. You’ll start by getting comfortable with the basics—taking a quick, guided look at the Salesforce Home Page and learning how the Universal Search Box helps you find people, records, and tasks in seconds. Each concept is broken into short, practical modules so you can learn by doing and see how everything connects to your daily work.</p>

<p>As you progress, you’ll personalize Salesforce to fit the way you work. You’ll tweak your apps and navigation bar to keep your most-used items at your fingertips, and add the Events Calendar so meetings, deadlines, and follow-ups stay on your radar. You’ll also learn how to understand people and relationships using the Org Chart and explore the Toolbox for Non-fundraisers to access helpful, non-development tools without the clutter. Along the way, quick checks and scenario-based quizzes help you confirm what you’ve learned and practice real-life situations. The course wraps with a brief feedback survey so you can share what worked and what you’d like next, ensuring the learning experience keeps getting better for new staff like you.</p>
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