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Salesforce Basics: A Human Guide

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Salesforce Basics: A Human Guide

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New to Salesforce? Let’s skip the tech babble and get to what actually matters. This guide breaks down the core concepts of Salesforce like you’re talking to a smart friend—not a computer.

Whether you’ve heard of “objects” and thought, wait, like geometry?, or you’re just trying to make sense of the chaos, this is your starter kit.

Inside, you’ll get:

  • Plain-English breakdowns of key terms (objects, fields, records, oh my)
  • Analogies that make you laugh and learn (yes, we compare Salesforce to LEGO)
  • The foundation every admin, analyst, or nonprofit user needs before clicking around
  • A confidence boost in PDF form

Perfect for:

Total beginners. Career changers. People who’ve said “I just don’t get Salesforce” out loud.

Bonus: Includes links to free tools, hands-on practice, and my favorite “don’t panic” tricks.

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I want this!

Understand Salesforce without the jargon or the headache.

Size
329 KB
Length
8 pages
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