Salesforce Course: Streamline Workflows and Collaboration

Looking to streamline your sales process? This course teaches lead management, opportunity tracking, and report generation.

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Features:

Skill	Pre-assess	Lesson	Post-assess	Learning mode

Salesforce Course Outline

Verified Learning

Skill	Pre-assess	Lesson	Post-assess
Salesforce Fundamentals
Understand Salesforce Learn Salesforce navigation and key features	Not Started	Not Started	Not Started
Tabs and Apps Switch between Salesforce apps and tabs	Not Started	Not Started	Not Started
Work with Views Customize Salesforce list views for clarity	Not Started	Not Started	Not Started
View and Edit a Record Edit Salesforce records from any detail view	Not Started	Not Started	Not Started
Add Notes and Files Add notes easily in Salesforce records	Not Started	Not Started	Not Started
Find Records Use Salesforce search to locate data quickly	Not Started	Not Started	Not Started
Delete and Restore a Record Remove Salesforce records and undo mistakes	Not Started	Not Started	Not Started
Work with Tasks Track follow ups using Salesforce tasks	Not Started	Not Started	Not Started
Work with the Calendar Manage events easily using Salesforce Calendar	Not Started	Not Started	Not Started
Profile Settings and Password Secure your Salesforce profile access	Not Started	Not Started	Not Started
Get Help Find Salesforce help resources and tips	Not Started	Not Started	Not Started

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Salesforce for Sales Reps			Account Required
Create a Lead Add new Salesforce leads from prospects
Convert a Lead Salesforce lead conversion to deals
Create Accounts and Contacts Create Salesforce accounts with linked contacts
Log Activities Track and record activities in Salesforce
Send an Email Send emails directly from Salesforce records
Create an Opportunity Create Salesforce opportunities from leads
Create a Quote Create detailed Salesforce quotes for deals
Clone and Close an Opportunity Clone opportunities quickly then close won
Forecast Opportunities Forecast sales revenue from Salesforce deals
Transfer and Share a Record Transfer Salesforce records and share access

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Views and Reports			Account Required
Create a View Build custom Salesforce list views fast
Edit and Delete a View Edit or delete Salesforce list views
Work with a Report View insights with Salesforce reports
Create a Tabular Report Build simple tabular reports in Salesforce
Edit and Delete a Report Update or remove reports in Salesforce
Report Filters Refine Salesforce reports using filters
Advanced Report Filters Apply advanced report filters for analysis
Create a Summary Report Summarize Salesforce data in grouped reports
Create a Matrix Report View Salesforce data in matrix-style reports
Work with Charts Visualize Salesforce data with charts
Schedule a Report Automate Salesforce reports on your schedule
Subscribe to a Report Get Salesforce report updates by email
Report Folders Organize Salesforce reports in folders

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Dashboards			Account Required
Work with a Dashboard Monitor KPIs in your Salesforce dashboard
Edit a Dashboard Edit Salesforce dashboard layout and widgets
Create a Dashboard Build visual dashboards to track Salesforce data
Clone and Delete a Dashboard Clone Salesforce dashboards and delete old
Filter a Dashboard Filter Salesforce dashboards for key metrics
Schedule a Dashboard Schedule Salesforce dashboard emails
Set Up a Dynamic Dashboard Edit dynamic Salesforce dashboards per user

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Collaborate with Chatter			Account Required
Understand Chatter Collaborate in Salesforce Chatter feeds
Post to Chatter Post updates using Salesforce Chatter
Follow in Chatter Follow key records in Salesforce Chatter
Mentions and Topics Use Chatter mentions and topics to organize
Chatter Email Notifications Control Chatter email notifications settings

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Record Management			Account Required
Duplicate Leads and Contacts Manage duplicate leads and contact records
Merge Accounts Merge duplicate accounts in Salesforce
Mass Transfer Records Mass transfer Salesforce contacts safely
Import Leads Upload leads to Salesforce with the wizard

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For verified skills in: Salesforce

Issued on November 24, 2025