Salesforce Essentials
Everything you need to know to start using Salesforce today
If your company has started using Salesforce.com and you need to get up to speed, this course is for you. In this course we walk you step-by-step through using Salesforce for the first time so you will be able to successfully get started. By the end of this course, you will be able to use many of the features of Salesforce to manage Leads, Accounts, Contacts, and Opportunities and track your sales activity against these objects.
Note: This course primarily uses the Salesforce Lightning Experience interface.
- The Interface
- Standard Objects
- Managing Leads
- Tracking Activities
- Converting a Lead
- Managing Accounts
- Managing Opportunities
- Creating Custom Views
- Using Salesforce Search
- More Features