Course curriculum

  • 1

    1. Managing Wellbeing in Salesforce

    • 1. Managing Wellbeing in Salesforce- Video

    • 1. Managing Wellbeing in Salesforce- Quiz
  • 2

    2. Logging Wellbeing in Salesforce

    • Ways to Log Wellbeing in Salesforce

    • 2.1 Logging Wellbeing - Person Account

    • 2.2 Logging Wellbeing- Mark Roll Screen

    • 2.3 Logging Wellbeing - Utility Bar

    • Logging Wellbeing in Salesforce- Quiz
  • 3

    3. Wellbeing Flags

    • Wellbeing Flags- Video

    • Wellbeing Flags- Quiz
  • 4

    4. Viewing Wellbeing Records

    • 4.1 Wellbeing Involvements and Observations: How to Find and View Them

    • 4.2 Wellbeing Involvements and Observations: Navigating the Record Pages

    • Viewing Wellbeing Records - Quiz
  • 5

    5. Confidentiality

    • 5.1 Confidentiality and Wellbeing – How Does It Work?

    • 5.2 Confidentiality and Wellbeing – Using Flags While Keeping Details Confidential

    • Confidentiality and Wellbeing - Quiz