Education Courses for Propertybase Admins

Propertybase is built on top of the platform. Because of this we highly recommend all Propertybase Administrators complete the following courses from Salesforce. These courses are known as Salesforce Trailhead.

Note: When you sign up for Trailhead, Salesforce will provide you with a blank Salesforce trial. We highly recommend you use a personal email address and a separate browser (from the one you use for Propertybase) so that the two accounts remain separate.

Recommended Courses

Propertybase recommends the following courses.

  • CRM Basics
  • User Management
  • Company-Wide Org Settings
  • Salesforce User Basics
  • Accounts & Contacts
  • Lightning Experience Customization
  • Lightning Experience Reports & Dashboards
  • Reports and Dashboards
  • Create Reports and Dashboards for Sales and Marketing Managers
  • Quick Start: Process Builder
  • Data Management
  • Process Automation
  • Formulas & Validations
  • Advanced Formulas
  • Security Basics
  • Data Security
  • Duplicate Management
  • Gmail Integration
  • Outlook Integration
  • Salesforce1 Basics for Users
  • Chatter Basics

Click here to access the courses above.


Your Propertybase license does not cover all the features shown in Salesforce Trailhead. For example, you cannot create custom objects in Propertybase or access objects like Leads, Opportunities, Campaigns, etc. For more information see the Propertybase Master Subscription Agreement.

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