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Salesforce Essentials

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Everything you need to know to start using Salesforce today

If your company has started using and you need to get up to speed, this course is for you. In this course, Certified Salesforce Administrator, Mia Huffman, walks you step-by-step through using Salesforce for the first time.

Topics covered include:

  • Logging in and navigating the interface
  • Creating and managing Leads, Accounts, Contacts, and Opportunities
  • Tracking activities against these four common objects
  • Converting Leads
  • Progressing Opportunities through the stages of the sale
  • Creating Custom Views
  • Searching

By the end of this course, you will be able to start using Salesforce to manage Leads, Accounts, Contacts, and Opportunities and track your sales activity against these objects.

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