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Salesforce

Learn by doing—not watching—with interactive simulations.

224 users

Course Includes

  • Custom-branding Certificate of Achievement
  • Custom-branding Interactive Tutorials
  • Custom-branding Skills Assessments
  • Custom-branding Student manual, instructor guide, & practice files

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.

Try sample lessons in the course outline shown below!

Proven Learning Method

Learning Method Diagram
Skill Assess Learn Verify Improvement

Salesforce

Complete Course to Display Score

Salesforce Fundamentals demo

Understand Salesforce Click To Try 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

Salesforce for Sales Reps lock Subscribe to unlock

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 lock Subscribe to unlock

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 lock Subscribe to unlock

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 lock Subscribe to unlock

Understand Chatter
Post to Chatter
Follow in Chatter
Mentions and Topics
Chatter Email Notifications

Record Management lock Subscribe to unlock

Duplicate Leads and Contacts
Merge Accounts
Mass Transfer Records
Import Leads