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Salesforce

Learn by doing—not watching—with interactive simulations.

190 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

Organizations
Skill Assess Learn Verify Improvement

Salesforce

Complete Course to Display Score

Salesforce Fundamentals demo

Understand Salesforce

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Tabs and Apps

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Work with Views

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View and Edit a Record

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Add Notes and Files

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Find Records

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Delete and Restore a Record

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Work with Tasks

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Work with the Calendar

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Profile Settings and Password

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Get Help

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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