Salesforce Essentials
Course details
- No. of Lessons: 13
- Duration: 1:08:34
- Skill level: Everyone
- Captions: English
- Also included: Handout, Knowledge Check, High-quality HD content in the “Uniquely Engaging™” Bigger Brains Teacher-Learner style!
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:
- Logging in and navigating the online interface
- Creating and managing Leads, Accounts, Contacts, and Opportunities
- Tracking activities against each of these four common objects
- Converting Leads
- Progressing Opportunities through all of the stages of the sale
- Creating and using Custom Views
- Searching the system
Note: This course primarily uses the Salesforce Lightning Experience interface.
Enjoy over an hour of high-quality 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 in 29 languages, downloadable handouts, and optional LinkedIn digital badges on course completion.
Course Contents:
| # | Section | # | Lesson | Length |
| 1 | Getting Started | 1 | Introduction | 0:53 |
| 2 | Getting Started | 5:45 | ||
| 3 | The Interface | 6:40 | ||
| 4 | Standard Objects | 6:10 | ||
| 2 | Working Records | 5 | Managing Leads | 7:44 |
| 6 | Tracking Activities, Part 1 | 9:30 | ||
| 7 | Tracking Activities, Part 2 | 3:25 | ||
| 8 | Converting a Lead | 4:48 | ||
| 9 | Managing Accounts | 4:08 | ||
| 10 | Managing Opportunities | 6:43 | ||
| 11 | Creating Custom Views | 7:59 | ||
| 3 | Customizing and More | 12 | Using Salesforce Search | 2:32 |
| 13 | More Features | 2:17 |
