Salesforce
Salesforce
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Try Limited, Free Training:
- 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.
Upgrade to Experience:
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LinkedIn-ready certificates that verify your skills
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Skill assessments
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Unlocked courses & interactive content
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Customizable content; create your own courses
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Salesforce Fundamentals | Limited Free Learning | |||
| Understand Salesforce | Click to start | Not Started | Not included | |
| Tabs and Apps | Not included | Not Started | Not included | |
| Work with Views | Not included | Not Started | Not included | |
| View and Edit a Record | Not included | Not Started | Not included | |
| Add Notes and Files | Not included | Not Started | Not included | |
| Find Records | Not included | Not Started | Not included | |
| Delete and Restore a Record | Not included | Not Started | Not included | |
| Work with Tasks | Not included | Not Started | Not included | |
| Work with the Calendar | Not included | Not Started | Not included | |
| Profile Settings and Password | Not included | Not Started | Not included | |
| Get Help | Not included | Not Started | Not included | |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Salesforce for Sales Reps | Limited Free Learning | |||
| Create a Lead | Not included | Not Started | Not included | |
| Convert a Lead | Not included | Not Started | Not included | |
| Create Accounts and Contacts | Not included | Not Started | Not included | |
| Log Activities | Not included | Not Started | Not included | |
| Send an Email | Not included | Not Started | Not included | |
| Create an Opportunity | Not included | Not Started | Not included | |
| Create a Quote | Not included | Not Started | Not included | |
| Clone and Close an Opportunity | Not included | Not Started | Not included | |
| Forecast Opportunities | Not included | Not Started | Not included | |
| Transfer and Share a Record | Not included | Not Started | Not included | |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Views and Reports | Limited Free Learning | |||
| Create a View | Not included | Not Started | Not included | |
| Edit and Delete a View | Not included | Not Started | Not included | |
| Work with a Report | Not included | Not Started | Not included | |
| Create a Tabular Report | Not included | Not Started | Not included | |
| Edit and Delete a Report | Not included | Not Started | Not included | |
| Report Filters | Not included | Not Started | Not included | |
| Advanced Report Filters | Not included | Not Started | Not included | |
| Create a Summary Report | Not included | Not Started | Not included | |
| Create a Matrix Report | Not included | Not Started | Not included | |
| Work with Charts | Not included | Not Started | Not included | |
| Schedule a Report | Not included | Not Started | Not included | |
| Subscribe to a Report | Not included | Not Started | Not included | |
| Report Folders | Not included | Not Started | Not included | |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Dashboards | Limited Free Learning | |||
| Work with a Dashboard | Not included | Not Started | Not included | |
| Edit a Dashboard | Not included | Not Started | Not included | |
| Create a Dashboard | Not included | Not Started | Not included | |
| Clone and Delete a Dashboard | Not included | Not Started | Not included | |
| Filter a Dashboard | Not included | Not Started | Not included | |
| Schedule a Dashboard | Not included | Not Started | Not included | |
| Set Up a Dynamic Dashboard | Not included | Not Started | Not included | |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Collaborate with Chatter | Limited Free Learning | |||
| Understand Chatter | Not included | Not Started | Not included | |
| Post to Chatter | Not included | Not Started | Not included | |
| Follow in Chatter | Not included | Not Started | Not included | |
| Mentions and Topics | Not included | Not Started | Not included | |
| Chatter Email Notifications | Not included | Not Started | Not included | |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Record Management | Limited Free Learning | |||
| Duplicate Leads and Contacts | Not included | Not Started | Not included | |
| Merge Accounts | Not included | Not Started | Not included | |
| Mass Transfer Records | Not included | Not Started | Not included | |
| Import Leads | Not included | Not Started | Not included | |