Description
Everything you need to know to start using Salesforce today 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. By the end of this course, you will be able to use many of the features of Salesforce to manage Leads, Accounts, Contacts, and Opportunities and track your sales activity against these objects.
Objectives
- 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
Certificate
By completing/passing this course, you will attain the certificate POK Software Skills Certificate
Learning Credits
Badges
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