Salesforce Fundamentals |
Understand Salesforce |
Tabs and Apps |
Work with Views |
View and Edit a Record |
Add Notes and Files |
Find Records |
Delete and Restore a Record |
Work with Tasks |
Work with the Calendar |
Profile Settings and Password |
Get Help |
Salesforce for Sales Reps |
Create a Lead |
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 |
Views and Reports |
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 |
Dashboards |
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 |
Collaborate with Chatter |
Understand Chatter |
Post to Chatter |
Follow in Chatter |
Mentions and Topics |
Chatter Email Notifications |
Record Management |
Duplicate Leads and Contacts |
Merge Accounts |
Mass Transfer Records |
Import Leads |