Salesforce Essentials

Salesforce Essentials

# of Lessons

13

Duration

1:08:34

Skill Level

Everyone

Instructor(s)

Mia Huffman

Available Captions

English

Also Included

Handout, Knowledge Check, High-quality HD content in the “Uniquely Engaging™” Bigger Brains Teacher-Learner style! 

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. Over an hour of high-quality HD content in the “Uniquely Engaging” TM Bigger Brains Teacher-Learner style!

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

Related Course Recommendations:

Sales 101 - Appointment Making
Marketing 101: The Top 5 Marketing Mistakes

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