Salesforce
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Salesforce
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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.
What’s Included:
- Skill assessments
- Bite-sized, interactive lessons
- LinkedIn-ready skills certificate
- Customizable content
| Salesforce Fundamentals | Verified Learning | |||
| Understand Salesforce Click to start | 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 | Verified Learning | |||
| Create a Lead | Account Required | |||
| 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 | Verified Learning | |||
| 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 | Verified Learning | |||
| 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 | Verified Learning | |||
| Understand Chatter | ||||
| Post to Chatter | ||||
| Follow in Chatter | ||||
| Mentions and Topics | ||||
| Chatter Email Notifications | ||||
| Record Management | Verified Learning | |||
| Duplicate Leads and Contacts | ||||
| Merge Accounts | ||||
| Mass Transfer Records | ||||
| Import Leads | ||||
Quick Answer:
