Salesforce Training

Salesforce Training

Features:

  • Interactive bite-sized lessons

  • Get Certified

  • Accurate skill assessments

  • Customizable, LMS-ready content

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Salesforce Training
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Verified Learning

Skill Pre-assess Lesson Post-assess Learning mode
Salesforce Fundamentals
Understand Salesforce

Understanding Salesforce

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Tabs and Apps

How to Use Tabs and Apps in Salesforce

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Work with Views

How to Work with Views in Salesforce

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View and Edit a Record

How to View and Edit a Record in Salesforce

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Add Notes and Files

How to Add Notes and Files in Salesforce

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Find Records

How to Find Records in Salesforce

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Delete and Restore a Record

How to Delete and Restore a Record in Salesforce

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Work with Tasks

How to Work with Tasks in Salesforce

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Work with the Calendar

How to Work with the Calendar in Salesforce

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Profile Settings and Password

How to Change Profile Settings and Passwords

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Get Help

How to Get Help in Salesforce

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Skill Pre-assess Lesson Post-assess Learning mode
Salesforce for Sales Reps
Create a Lead

How to Create a Lead in Salesforce

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Convert a Lead

How to Convert a Lead in Salesforce

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Create Accounts and Contacts

How to Create Accounts and Contacts in Salesforce

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Log Activities

How to Log Activities in Salesforce

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Send an Email

How to Send an Email in Salesforce

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Create an Opportunity

How to Create an Opportunity in Salesforce

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Create a Quote

How to Create a Quote in Salesforce

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Clone and Close an Opportunity

How to Clone and Close an Opportunity in Salesforce

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Forecast Opportunities

How to Forecast Opportunities in Salesforce

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Transfer and Share a Record

How to Transfer and Share a Record in Salesforce

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Views and Reports
Create a View

How to Create a View in Salesforce

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Edit and Delete a View

How to Edit and Delete a View in Salesforce

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Work with a Report

How to Work with a Report in Salesforce

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Create a Tabular Report

How to Create a Tabular Report in Salesforce

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Edit and Delete a Report

How to Edit and Delete a Report in Salesforce

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Report Filters

How to Use Report Filters in Salesforce

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Advanced Report Filters

How to Use Advanced Report Filters in Salesforce

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Create a Summary Report

How to Create a Summary Report in Salesforce

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Create a Matrix Report

How to Create a Matrix Report in Salesforce

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Work with Charts

How to Work with Charts in Salesforce

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Schedule a Report

How to Schedule a Report in Salesforce

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Subscribe to a Report

How to Subscribe to a Report in Salesforce

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Report Folders

How to Use Report Folders in Salesforce

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Dashboards
Work with a Dashboard

How to Work with a Dashboard in Salesforce

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Edit a Dashboard

How to Edit a Dashboard in Salesforce

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Create a Dashboard

How to Create a Dashboard in Salesforce

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Clone and Delete a Dashboard

How to Clone and Delete a Dashboard in Salesforce

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Filter a Dashboard

How to Filter a Dashboard in Salesforce

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Schedule a Dashboard

How to Schedule a Dashboard in Salesforce

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Set Up a Dynamic Dashboard

How to Set Up a Dynamic Dashboard in Salesforce

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Skill Pre-assess Lesson Post-assess Learning mode
Collaborate with Chatter
Understand Chatter

Understanding Chatter in Salesforce

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Post to Chatter

How to Post to Chatter in Salesforce

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Follow in Chatter

How to Follow People and Records in Salesforce

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Mentions and Topics

How to Use Mentions and Topics in Salesforce

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Chatter Email Notifications

How to Use Chatter Email Notifications in Salesforce

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Skill Pre-assess Lesson Post-assess Learning mode
Record Management
Duplicate Leads and Contacts

How to Duplicate Leads and Contacts in Salesforce

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Merge Accounts

How to Merge Accounts in Salesforce

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Mass Transfer Records

How to Mass Transfer Records in Salesforce

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Import Leads

How to Import Leads in Salesforce

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