Understanding Salesforce will help your firm maximize the efficiency and capabilities of Unity™ Practice Management (Unity™ PMS). Because Unity™ PMS is built entirely on the Salesforce platform, learning how Salesforce works directly enhances how you navigate our legal workflows, build custom reports, and manage data.
Salesforce offers a completely free, interactive online learning platform called Salesforce Trailhead. It features bite-sized modules tailored for everyone, from absolute beginners to seasoned professionals. You can easily sign up using your email address or log in directly via your existing Salesforce credentials. Salesforce Trailhead allows you to pause and return at any time without losing your progress, enabling you to learn at your own pace.
To help you get started, we highly recommend completing the following introductory trails:
- Salesforce User Basics: This is the ultimate starting point for a regular user. It teaches how to log in, find your way around the home screen, search for information, and personalize your settings to match your workflow. Recommended for all users
- Get Started with Lightning Experience Trail: Master core CRM features, user management, and building real-time reports and dashboards. Recommended for Practice Managers, Office Managers, IT and System Administrators
- Admin Beginner Trail: Learn the basics of data modelling, customizing user interfaces, and managing data. Recommended for Practice Managers, Office Managers, IT and System Administrators
- Admin Intermediate: Best for system owners looking to automate internal workflows, build advanced formulas, and configure security permissions. Recommended for Practice Managers, Office Managers, IT and System Administrators