Salesforce Essentials (2026)

Has your company started using Salesforce.com? Do you need to get up to speed quickly? If so, then this course is for you. Our certified Salesforce Administrator, Mia Huffman, walks you step-by-step through using Salesforce for the first time so you will be able to successfully get started.

You’ll learn to navigate the interface and start creating all of the key elements necessary. Then you will learn how to track activities and manage your information through the stages of your sales process. You’ll also learn how to create custom views and search the system for specific data.

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

Topics covered include:

• Log into Salesforce and navigate the interface including Apps and Items (Tabs)
• Describe the most common objects in Salesforce: Leads, Accounts, Contacts, and Opportunities
• Create and manage leads
• Track activities such as phone calls, planned events, deadlines, and emails related to a Salesforce object
• 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 to quickly view records most important to you
• Search your Salesforce records including wildcards to search partial values

Enjoy award winning HD content in the “Uniquely Engaging”TM Bigger Brains Teacher-Learner style! Taught by top subject matter experts, Bigger Brains courses are professionally designed around key learning objectives and include captions and transcripts, downloadable handouts, and optional LinkedIn digital badges on course completion.