video1.0<iframe src="https://www.loom.com/embed/eb63e588f4b44bceafd33136adbd2f42" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/eb63e588f4b44bceafd33136adbd2f42-9f0ada48032856f2.gif286.281In this video, I walk you through the initial aspects of onboarding a client using Sales Force. I cover the three main components, including how to create a new company and manage opportunities and cases. It's crucial to capture the onboarding brief and communicate effectively with the operations and content teams. I request that you provide details on the license and client set needed for onboarding. Please make sure to follow up on these queries.