Salesforce Essentials
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- Log into Salesforce and navigate the interface including Apps and Items (Tabs)
- Describe the four most common objects in Salesforce: Leads, Accounts, Contacts, and Opportunities, as well as the navigation options common across objects
- Create and manage Leads.
- Track activities such as phone calls, planned events, deadlines, and emails related to a Salesforce object (e.g., a Lead, an Opportunity).
- Convert a Lead into an Account, Contact, and Opportunity
- Create and edit Opportunities including progressing through the stages of the sale
- Create your own List Views and mark records as Favorites so you can quickly see the records most important to you
- Search all of your Salesforce records including using wildcards to search partial values
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, 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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