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Salesforce Classic 101 End-User Training Manual

Train your team with everything they need to know to leverage Salesforce Classic. Show them how to navigate Sales Cloud including accounts, opportunities, leads, dashboards, events, chatter, and more.

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Salesforce Classic 101 End-User Training Manual

Just getting started in Salesforce? Use this guide to help your team complete tasks and learn the ins and outs of Salesforce Classic.

You’ll find tips on how to create reports, opportunities campaigns and more. Contact us to learn how you can embed these answers directly within your Salesforce instance to give your team instant answers.

  • How to create reports in Salesforce Classic
    A getting started guide for created your first Salesforce Classic Reports.
  • How to create and customize views
    Create unique views and customize them to your business needs.
  • How to create campaigns in Salesforce Classic
    An introduction to your first Salesforce Classic campaigns.
  • How to create opportunities in Salesforce Classic
    Learn how to create opportunities, leads, convert contacts and more in Salesforce Classic.

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What our customers say

Not only is Spekit super awesome and easy to implement but the ease of use, Chrome Extension & Outlook add-on make this solution meet the needs of various learning types! And, the support is fabulous!

Nana Gregg

JLL TECHNOLOGY SOLUTIONS

I’ve honestly never seen a tool as quickly accepted and loved as Spekit was by our group – it was awesome. The only feedback our users gave was “More!” and “Why didn’t we have this when I started”?

Libby Magliolo

MANAGER, ORGANIZATIONAL HEALTH

In searching for an in-app solution for user guidance, Spekit was the clear leader early on. Their ability to connect knowledge to business outcomes, reducing the time our reps spend learning tools and processes is going to be a critical component of our growth strategy moving forward.”

Keith Jones

REVENUE OPERATIONS SYSTEMS LEAD

After purchasing and rolling out Spekit to our 450 employees in just four business days during COVID, I just couldn’t stop bragging about your “white glove” approach to Customer Service.“

Daniel Ritch

CHIEF INFORMATION OFFICER