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- Internal Training

Budget Owner Onboarding


Description
Everything you need to manage your budget and approve cases in Salesforce.

This onboarding guide provides everything you need to get started as a Budget Owner in Salesforce. It covers the budget structure, key dashboards and list views, cases, approval workflows, and the resources available to support you in your day-to-day responsibilities.
Content
  • Welcome & Why This Matters
  • Understanding the Salesforce Budget Structure
  • Get Trained: Budget Ownership Training
  • Reports, Dashboards & List Views
  • Cases: List Views
  • Case Approval Workflow: How to Approve
  • Salesforce Support
Completion rules
  • All units must be completed
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