Test Yourself
Contacts
1. Search for a contact on Salesforce.
2. Update the contact record.
3. Create a new contact record.
4. Link the contact record to an Organization as their Primary Affiliation.
5. Link the contact record to a related contact record through a Relationship.
6. Link the contact record to a Program as an Engagement.
References:
Getting Familiar: Learn about Basic Objects
Help & Training: Introductory Tasks: Add Yourself to Salesforce
Lists
1. Create a test campaign.
2. Add contacts to the campaign as campaign members.
3. Customize an existing report and save it to "My Personal Custom Reports"
4. Export the report as an Excel file.
References:
Getting an Overview: Reports
Getting Familiar: Learn about Basic Objects: Create a New Campaign
Emails
1. Create a test email template and save it to a folder.
2. Create an email campaign and add yourself to it.
3. Send your email to yourself.
4. Bonus Points: Send your email to the campaign through iContact!
References: