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 Understanding Salesforce	Not Started	Not Started	Not Started
Tabs and Apps How to Use Tabs and Apps in Salesforce	Not Started	Not Started	Not Started
Work with Views How to Work with Views in Salesforce	Not Started	Not Started	Not Started
View and Edit a Record How to View and Edit a Record in Salesforce	Not Started	Not Started	Not Started
Add Notes and Files How to Add Notes and Files in Salesforce	Not Started	Not Started	Not Started
Find Records How to Find Records in Salesforce	Not Started	Not Started	Not Started
Delete and Restore a Record How to Delete and Restore a Record in Salesforce	Not Started	Not Started	Not Started
Work with Tasks How to Work with Tasks in Salesforce	Not Started	Not Started	Not Started
Work with the Calendar How to Work with the Calendar in Salesforce	Not Started	Not Started	Not Started
Profile Settings and Password How to Change Profile Settings and Passwords	Not Started	Not Started	Not Started
Get Help How to Get Help in Salesforce	Not Started	Not Started	Not Started

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Salesforce for Sales Reps			Verified Learning
Create a Lead How to Create a Lead in Salesforce	Account Required
Convert a Lead How to Convert a Lead in Salesforce
Create Accounts and Contacts How to Create Accounts and Contacts in Salesforce
Log Activities How to Log Activities in Salesforce
Send an Email How to Send an Email in Salesforce
Create an Opportunity How to Create an Opportunity in Salesforce
Create a Quote How to Create a Quote in Salesforce
Clone and Close an Opportunity How to Clone and Close an Opportunity in Salesforce
Forecast Opportunities How to Forecast Opportunities in Salesforce
Transfer and Share a Record How to Transfer and Share a Record in Salesforce

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Views and Reports			Verified Learning
Create a View How to Create a View in Salesforce
Edit and Delete a View How to Edit and Delete a View in Salesforce
Work with a Report How to Work with a Report in Salesforce
Create a Tabular Report How to Create a Tabular Report in Salesforce
Edit and Delete a Report How to Edit and Delete a Report in Salesforce
Report Filters How to Use Report Filters in Salesforce
Advanced Report Filters How to Use Advanced Report Filters in Salesforce
Create a Summary Report How to Create a Summary Report in Salesforce
Create a Matrix Report How to Create a Matrix Report in Salesforce
Work with Charts How to Work with Charts in Salesforce
Schedule a Report How to Schedule a Report in Salesforce
Subscribe to a Report How to Subscribe to a Report in Salesforce
Report Folders How to Use Report Folders in Salesforce

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Dashboards			Verified Learning
Work with a Dashboard How to Work with a Dashboard in Salesforce
Edit a Dashboard How to Edit a Dashboard in Salesforce
Create a Dashboard How to Create a Dashboard in Salesforce
Clone and Delete a Dashboard How to Clone and Delete a Dashboard in Salesforce
Filter a Dashboard How to Filter a Dashboard in Salesforce
Schedule a Dashboard How to Schedule a Dashboard in Salesforce
Set Up a Dynamic Dashboard How to Set Up a Dynamic Dashboard in Salesforce

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Collaborate with Chatter			Verified Learning
Understand Chatter Understanding Chatter in Salesforce
Post to Chatter How to Post to Chatter in Salesforce
Follow in Chatter How to Follow People and Records in Salesforce
Mentions and Topics How to Use Mentions and Topics in Salesforce
Chatter Email Notifications How to Use Chatter Email Notifications in Salesforce

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Record Management			Verified Learning
Duplicate Leads and Contacts How to Duplicate Leads and Contacts in Salesforce
Merge Accounts How to Merge Accounts in Salesforce
Mass Transfer Records How to Mass Transfer Records in Salesforce
Import Leads How to Import Leads in Salesforce