4.7  21 reviews on Udemy

Salesforce Essentials

Everything you need to know to start using Salesforce today
Course from Udemy
 50 students enrolled
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

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. 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.

Salesforce Essentials
$ 39.99
per course
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