Salesforce Training

Free Salesforce Training and Salesforce Cheat Sheet

Free Salesforce Training resources to use and share with our compliments!

Interactive eLearning
Learn by doing—not watching—with interactive simulations that give students hands-on experience of using real software!
Step-by-step Courseware
Fully illustrated, simple to follow lessons.
Free Quick References
Free to download and distribute with our compliments!

Share with staff, students, parents—anyone who wants to learn Salesforce!

Salesforce Training	Copy these free tutorials to use in your own lesson plans:
Salesforce Fundamentals
Understand Salesforce Understanding Salesforce		Copy Link
Tabs and Apps How to Use Tabs and Apps in Salesforce		Copy Link
Work with Views How to Work with Views in Salesforce		Copy Link
View and Edit a Record How to View and Edit a Record in Salesforce		Copy Link
Add Notes and Files How to Add Notes and Files in Salesforce		Copy Link
Find Records How to Find Records in Salesforce		Copy Link
Delete and Restore a Record How to Delete and Restore a Record in Salesforce		Copy Link
Work with Tasks How to Work with Tasks in Salesforce		Copy Link
Work with the Calendar How to Work with the Calendar in Salesforce		Copy Link
Profile Settings and Password How to Change Profile Settings and Passwords		Copy Link
Get Help How to Get Help in Salesforce		Copy Link
Salesforce for Sales Reps
Create a Lead How to Create a Lead in Salesforce		Copy Link
Convert a Lead How to Convert a Lead in Salesforce		Copy Link
Create Accounts and Contacts How to Create Accounts and Contacts in Salesforce		Copy Link
Log Activities How to Log Activities in Salesforce		Copy Link
Send an Email How to Send an Email in Salesforce		Copy Link
Create an Opportunity How to Create an Opportunity in Salesforce		Copy Link
Create a Quote How to Create a Quote in Salesforce		Copy Link
Clone and Close an Opportunity How to Clone and Close an Opportunity in Salesforce		Copy Link
Forecast Opportunities How to Forecast Opportunities in Salesforce		Copy Link
Transfer and Share a Record How to Transfer and Share a Record in Salesforce		Copy Link
Views and Reports
Create a View How to Create a View in Salesforce		Copy Link
Edit and Delete a View How to Edit and Delete a View in Salesforce		Copy Link
Work with a Report How to Work with a Report in Salesforce		Copy Link
Create a Tabular Report How to Create a Tabular Report in Salesforce		Copy Link
Edit and Delete a Report How to Edit and Delete a Report in Salesforce		Copy Link
Report Filters How to Use Report Filters in Salesforce		Copy Link
Advanced Report Filters How to Use Advanced Report Filters in Salesforce		Copy Link
Create a Summary Report How to Create a Summary Report in Salesforce		Copy Link
Create a Matrix Report How to Create a Matrix Report in Salesforce		Copy Link
Work with Charts How to Work with Charts in Salesforce		Copy Link
Schedule a Report How to Schedule a Report in Salesforce		Copy Link
Subscribe to a Report How to Subscribe to a Report in Salesforce		Copy Link
Report Folders How to Use Report Folders in Salesforce		Copy Link
Dashboards
Work with a Dashboard How to Work with a Dashboard in Salesforce		Copy Link
Edit a Dashboard How to Edit a Dashboard in Salesforce		Copy Link
Create a Dashboard How to Create a Dashboard in Salesforce		Copy Link
Clone and Delete a Dashboard How to Clone and Delete a Dashboard in Salesforce		Copy Link
Filter a Dashboard How to Filter a Dashboard in Salesforce		Copy Link
Schedule a Dashboard How to Schedule a Dashboard in Salesforce		Copy Link
Set Up a Dynamic Dashboard How to Set Up a Dynamic Dashboard in Salesforce		Copy Link
Collaborate with Chatter
Understand Chatter Understanding Chatter in Salesforce		Copy Link
Post to Chatter How to Post to Chatter in Salesforce		Copy Link
Follow in Chatter How to Follow People and Records in Salesforce		Copy Link
Mentions and Topics How to Use Mentions and Topics in Salesforce		Copy Link
Chatter Email Notifications How to Use Chatter Email Notifications in Salesforce		Copy Link
Record Management
Duplicate Leads and Contacts How to Duplicate Leads and Contacts in Salesforce		Copy Link
Merge Accounts How to Merge Accounts in Salesforce		Copy Link
Mass Transfer Records How to Mass Transfer Records in Salesforce		Copy Link
Import Leads How to Import Leads in Salesforce		Copy Link