--0000000000002f088c062bc175a5 Content-Type: multipart/alternative; boundary="0000000000002f088b062bc175a4" --0000000000002f088b062bc175a4 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Jackie, Devon Gilfilen and Laura Horval will need the training. I will get them started on this today. Thank you! Will Reid Partner * Please note my email has changed: * wreid@thekey.com 513-707-2304 TheKey.com [image: TheKey] On Tue, Jan 14, 2025 at 6:50=E2=80=AFPM Jackie Summers wrote: > Hi Will - > > Happy to help. What is the name of the team member needing training in > Salesforce? I will add them to the live sessions for next week. > Below are instructions on how to complete the salesforce (3) courses prio= r > to the 3, 30min salesforce trainings. > By navigating to the Learning Portal. Image below of the company provided > bookmarks on the top left of our screens, then once signed in, hitting Vi= ew > Catalog, Search Salesforce, and there will be a " I, II, III " course. Th= ey > will complete all 3 and complete the actions asked of them within the > courses to be completed in the real salesforce platform. Any questions or > concerns in completing this please let me know! > > [image: image.png] > > > Jackie Summers > Director of Sales Operations > 951-675-0413 > TheKey.com [image: TheKey] > > > > > > > On Tue, Jan 14, 2025 at 1:15=E2=80=AFPM Ashley Mirone wrote: > >> Hi Will >> >> Looping in +Renee Drobek here who oversees our >> SF team is good contact to have but I think we can help team members acc= ess >> the training we have available through our HCL training program. Renne/S= F >> team has weekly SF open offices hours as well - I believe on Thirsdays b= ut >> i'll let her confirm that detail for you. >> >> Looping in +Jackie Summers here who can provide >> the dates for those SF trainings as well as other SF LMS courses. >> >> Let me know if you have any questions. >> >> Ashley Mirone >> SVP of Business Development >> *Please note my email has changed:* >> amirone@TheKey.com >> Direct: (310) 755-9669 >> TheKey.com >> [image: TheKey] >> >> >> On Tue, Jan 14, 2025 at 1:09=E2=80=AFPM Will Reid wro= te: >> >>> Ashley/Tim, >>> I reached out to Julia Jenkins on Jan 10 to see if she would be the >>> person who could show me and a few others how to document sales activit= ies >>> in Salesforce. I asked her again today but have not received an answer.= She >>> must be tied up (she has always been very responsive). Who else can I >>> contact? My goal is to have my Hybrid and any others calling on referra= l >>> sources document all activity as an HCL would. I've covered most of it = but >>> there are a few areas we could use some assistance with. >>> >>> Thanks, >>> >>> Will Reid >>> Partner >>> * Please note my email has changed: * >>> wreid@thekey.com >>> 513-707-2304 >>> TheKey.com >>> [image: TheKey] >>> >> --0000000000002f088b062bc175a4 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printa