Courses
Salesforce

5 hour course

Salesforce

4.9 out of 5 on G2

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Looking to streamline your sales process? This course teaches lead management, opportunity tracking, and report generation.

Learn to:

Manage leads, accounts, & opportunities
Use tasks, notes, &: the calendar
Create views, reports & dashboards
Collaborate in Chatter

Features:

Learn by doing simulations
Skill assessments
Certificate

Skill	Pre-assess	Lesson	Post-assess	Learning mode

Salesforce Outline

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Salesforce Fundamentals			Verified Learning
Understand Salesforce Learn the Basics of Salesforce to Manage Leads, Track Sales, and Improve Customer Relationships	Not Started	Not Started	Not Started
Tabs and Apps Explore Salesforce Apps to Customize Workspaces, Improve Productivity, and Manage Data Efficiently	Not Started	Not Started	Not Started
Work with Views Create and Customize Salesforce List Views to Filter, Organize, and Analyze Your Data Effectively	Not Started	Not Started	Not Started
View and Edit a Record Update and Manage Records in Salesforce to Keep Customer and Sales Data Accurate and Current	Not Started	Not Started	Not Started
Add Notes and Files Attach and Organize Notes in Salesforce to Track Customer Details and Key Interactions	Not Started	Not Started	Not Started
Find Records Use Salesforce Search to Quickly Find Records, Contacts, and Opportunities Across Your CRM	Not Started	Not Started	Not Started
Delete and Restore a Record Delete or Restore Records in Salesforce to Keep Your Database Clean and Up to Date	Not Started	Not Started	Not Started
Work with Tasks Create and Manage Salesforce Tasks to Track Activities, Set Reminders, and Improve Productivity	Not Started	Not Started	Not Started
Work with the Calendar Use the Salesforce Calendar to Schedule Events, Manage Meetings, and Stay Organized	Not Started	Not Started	Not Started
Profile Settings and Password Update Your Salesforce Profile to Manage Personal Settings, Passwords, and Account Preferences	Not Started	Not Started	Not Started
Get Help Access Salesforce Help Resources to Troubleshoot Issues and Learn Platform Features Faster	Not Started	Not Started	Not Started

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Salesforce for Sales Reps			Verified Learning
Create a Lead Add New Leads in Salesforce to Capture Prospects, Track Opportunities, and Grow Your Sales Pipeline	Account Required
Convert a Lead Convert Leads in Salesforce to Accounts, Contacts, and Opportunities for Better Sales Management
Create Accounts and Contacts Create Accounts in Salesforce to Organize Customer Information and Strengthen Relationship Management
Log Activities Track Calls, Emails, and Meetings by Logging Activities to Monitor Customer Interactions Effectively
Send an Email Compose and Send Emails in Salesforce to Communicate with Leads and Track Engagement Easily
Create an Opportunity Add New Opportunities in Salesforce to Track Deals, Manage Pipelines, and Boost Sales Performance
Create a Quote Generate Quotes in Salesforce to Share Pricing Details and Streamline the Sales Process
Clone and Close an Opportunity Duplicate and Close Opportunities in Salesforce to Save Time and Maintain Accurate Sales Records
Forecast Opportunities Use Salesforce Forecasting to Predict Revenue, Track Sales Performance, and Improve Planning Accuracy
Transfer and Share a Record Transfer and Share Records in Salesforce to Manage Ownership and Collaborate Across Teams

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Views and Reports			Verified Learning
Create a View Build Custom List Views in Salesforce to Filter Records, Track Data, and Improve Productivity
Edit and Delete a View Edit or Remove List Views in Salesforce to Keep Your Workspace Clean and Organized
Work with a Report Create and Customize Salesforce Reports to Analyze Data, Track Performance, and Share Insights
Create a Tabular Report Build a Tabular Report in Salesforce to Display Data in Simple Rows for Quick Analysis
Edit and Delete a Report Modify or Remove Reports in Salesforce to Keep Data Accurate and Dashboards Up to Date
Report Filters Use Report Filters in Salesforce to Narrow Data, Refine Results, and Focus on Key Insights
Advanced Report Filters Apply Advanced Report Filters in Salesforce to Refine Complex Data and Generate Precise Insights
Create a Summary Report Build a Summary Report in Salesforce to Group Data, Analyze Trends, and Highlight Key Metrics
Create a Matrix Report Design a Matrix Report in Salesforce to Compare Data by Rows and Columns for Deeper Insights
Work with Charts Add and Customize Charts in Salesforce Reports to Visualize Data and Track Performance Trends
Schedule a Report Automate Report Delivery in Salesforce by Scheduling Reports to Run and Share at Set Times
Subscribe to a Report Subscribe to Reports in Salesforce to Receive Automatic Updates and Stay Informed on Key Metrics
Report Folders Organize and Share Reports in Salesforce Using Folders to Manage Access and Improve Collaboration

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Dashboards			Verified Learning
Work with a Dashboard Create and Customize Dashboards in Salesforce to Monitor Key Metrics and Visualize Performance
Edit a Dashboard Edit Dashboards in Salesforce to Update Charts, Add Components, and Customize Data Views
Create a Dashboard Build a Salesforce Dashboard to Visualize Key Metrics, Track Performance, and Monitor Business Goals
Clone and Delete a Dashboard Duplicate or Remove Dashboards in Salesforce to Save Time and Keep Your Workspace Organized
Filter a Dashboard Apply Dashboard Filters in Salesforce to View Specific Data and Customize Reports Instantly
Schedule a Dashboard Schedule Dashboards in Salesforce to Automate Updates and Share Performance Insights Effortlessly
Set Up a Dynamic Dashboard Set Up Dynamic Dashboards in Salesforce to Display Real-Time Data for Each User Automatically

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Collaborate with Chatter			Verified Learning
Understand Chatter Use Salesforce Chatter to Collaborate with Teams, Share Updates, and Streamline Communication
Post to Chatter Create and Share Chatter Posts in Salesforce to Communicate Updates and Engage with Your Team
Follow in Chatter Follow People and Records in Salesforce Chatter to Stay Updated on Conversations and Activity
Mentions and Topics Use Mentions and Topics in Salesforce Chatter to Tag Teammates and Organize Conversations
Chatter Email Notifications Manage Chatter Email Notifications in Salesforce to Stay Informed Without Overloading Your Inbox

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Record Management			Verified Learning
Duplicate Leads and Contacts Identify and Merge Duplicate Leads and Contacts in Salesforce to Maintain Clean, Accurate Data
Merge Accounts Combine Duplicate Accounts in Salesforce to Streamline Records and Improve Data Accuracy
Mass Transfer Records Use Mass Transfer in Salesforce to Reassign Contacts Quickly and Maintain Accurate Ownership Records
Import Leads Import Leads into Salesforce to Add Prospects in Bulk and Streamline Your Lead Management Process