Salesforce
Salesforce
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What you'll learn:
- Learn to manage leads, opportunities, accounts, and contacts.
- Stay on track with tasks, notes, and your calendar of meetings.
- Create views, reports, and dashboards to display data.
- Collaborate with your colleagues in Chatter.
What’s Included:
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Customizable, LMS-compatible content
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Skill assessments
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Bite-sized, interactive lessons
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LinkedIn-ready skills certificate
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Salesforce Fundamentals |
Verified Learning
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| Understand Salesforce Click to start | Not Started | Not Started | Not Started | |
| Tabs and Apps | Not Started | Not Started | Not Started | |
| Work with Views | Not Started | Not Started | Not Started | |
| View and Edit a Record | Not Started | Not Started | Not Started | |
| Add Notes and Files | Not Started | Not Started | Not Started | |
| Find Records | Not Started | Not Started | Not Started | |
| Delete and Restore a Record | Not Started | Not Started | Not Started | |
| Work with Tasks | Not Started | Not Started | Not Started | |
| Work with the Calendar | Not Started | Not Started | Not Started | |
| Profile Settings and Password | Not Started | Not Started | Not Started | |
| Get Help | Not Started | Not Started | Not Started | |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Salesforce for Sales Reps |
Verified Learning
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| Create a Lead | Account Required | |||
| Convert a Lead | ||||
| Create Accounts and Contacts | ||||
| Log Activities | ||||
| Send an Email | ||||
| Create an Opportunity | ||||
| Create a Quote | ||||
| Clone and Close an Opportunity | ||||
| Forecast Opportunities | ||||
| Transfer and Share a Record | ||||
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Views and Reports |
Verified Learning
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| Create a View | ||||
| Edit and Delete a View | ||||
| Work with a Report | ||||
| Create a Tabular Report | ||||
| Edit and Delete a Report | ||||
| Report Filters | ||||
| Advanced Report Filters | ||||
| Create a Summary Report | ||||
| Create a Matrix Report | ||||
| Work with Charts | ||||
| Schedule a Report | ||||
| Subscribe to a Report | ||||
| Report Folders | ||||
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Dashboards |
Verified Learning
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| Work with a Dashboard | ||||
| Edit a Dashboard | ||||
| Create a Dashboard | ||||
| Clone and Delete a Dashboard | ||||
| Filter a Dashboard | ||||
| Schedule a Dashboard | ||||
| Set Up a Dynamic Dashboard | ||||
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Collaborate with Chatter |
Verified Learning
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| Understand Chatter | ||||
| Post to Chatter | ||||
| Follow in Chatter | ||||
| Mentions and Topics | ||||
| Chatter Email Notifications | ||||
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Record Management |
Verified Learning
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| Duplicate Leads and Contacts | ||||
| Merge Accounts | ||||
| Mass Transfer Records | ||||
| Import Leads | ||||
Quick Answer: