Salesforce Essentials
Everything you need to know to start using Salesforce today
Salesforce Essentials udemy course
Everything you need to know to start using Salesforce today
Everything you need to know to start using Salesforce today
Has your company started using the Salesforce website? 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!
Course Goal: By the end of this course, you will be able to start using Salesforce to manage Leads, Accounts, Contacts, and Opportunities and track your activity against these objects.
Target Audience: Anyone whose company has subscribed to Salesforce and who needs to learn the basics of navigating the software
