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Salesforce Tips

Salesforce Tips

Discover how to work smarter in Salesforce, the hugely popular customer relationship management (CRM) solution. In this course, Christine Pereira shares practical tips and tricks that can help you customize Salesforce to suit your unique needs and leverage Salesforce features in your day-to-day operations. Christine shows how to keep your data clean by using the right naming conventions, discusses how to use follow-up reminders and tasks to get you closer to closing a deal, and shares strategies for connecting with the Salesforce community.

Learning Objectives

  • Customizing the Salesforce home page and navigation bar.
  • Creating consistent naming conventions.
  • Using Salesforce to manage your day.
  • Salesforce Lightning vs. Classic View.
  • Using Salesforce email.
  • Using follow-up reminders and tasks.
  • Salesforce community groups.
  • Avoiding common Salesforce mistakes.
Filing
  • Issuing Organization: LinkedIn Learning
  • Issue Date: December 30, 2024
  • Credential ID: e45461daf67b4bdf5272bf51f13505269d791ae719c15e12055526fa88a9689e
  • Credential URL: Course Completed

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Salesforce Tips

Salesforce Tips

Christine Pereira shares tips and tricks that can help you customize Salesforce to suit your unique needs and leverage Salesforce features in your day-to-day operations. Christine shows how to keep your data clean by using the right naming conventions.

Last Updated: March 22, 2026

About Shefik

Celebrating over 25 years in the entertainment industry, Shefik held senior-level positions at many Fortune 500 companies and celebrated brands, including IBM, NBCUniversal, and MTV World. He currently serves as a Technical Lead at NBCUniversal. His work was featured in television broadcasts and video productions for TIME, The Washington Center, "Unsung" (TV One), and Broadway World. He is currently the Executive Producer and Host of the nationally syndicated radio show "Shefik presents Invocation", which is broadcast on over 20 terrestrial radio stations and frequencies throughout the United States, as well as the internationally distributed video series of the same name via Prime Video and other notable outlets.

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Technology Target Roles

Shefik brings demonstrated alignment with enterprise requirements for cross-platform delivery and operations, with a track record of leading complex programs, while engaging senior stakeholders, and executing scalable technology solutions. The following roles represent a strong fit for his background:

  • Technical Manager
  • Technical Architect
  • Technical Lead
  • Technical Project Manager
  • Software Engineering Manager
  • Senior Technical Analyst
  • Senior PHP Developer
  • Senior Drupal Developer
  • Senior Web Developer
  • Senior Application Developer
  • Senior Software Engineer
  • Senior Full-Stack Developer
  • Technical Consultant
  • Subject Matter Expert

Employment Eligibility

Shefik is a United States citizen. As such, he is legally authorized to work in the United States. He does not require sponsorship for employment visa status in the United States.