Smart Agent is built on Salesforce — so the reports, formulas, data tools, and security model in these tutorials run your Smart Agent org directly. Official Salesforce training, grouped into three tracks.
Because Smart Agent runs on the Salesforce Lightning platform, everything in these videos transfers one-to-one to your own org: the same report builder, the same formula editor, the same sharing model. New admins can start with Reports & Dashboards, then work through Formulas & Data and the “Who Sees What” security series to run the platform with confidence.
New to Smart Agent itself? Start with what a Medicare CRM is or see it for Medicare agents.
Build the reports and dashboards that run your book — filters, filter logic, cross filters, custom report types, folders, and subscriptions.
9 videosCapture the right data and put formulas to work — lookup fields, related lists, report formulas, and bulk imports with the Data Import Wizard and Data Loader.
6 videosThe Salesforce sharing model, chapter by chapter — the exact controls behind role-based access, field-level security, and record types in Smart Agent.
9 videosOfficial Salesforce Platform tutorials, curated for Smart Agent users and embedded from YouTube. Videos are © Salesforce; Smart Agent CRM is built on the Salesforce platform and is not affiliated with or endorsed by Salesforce.
Every plan includes live onboarding hours and training materials — so your team ramps on the real workflows, not blank screens. See it on your own carrier mix, or start a 30-day free trial.
