Salesforce Essentials

Everything you need to know to start using Salesforce today

4.45 (39 reviews)
Udemy
platform
English
language
Other
category
instructor
Salesforce Essentials
119
students
1 hour
content
May 2020
last update
$34.99
regular price

What you will learn

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

Description

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


Content

Salesforce Essentials

Introduction
Getting Started
The Interface
Standard Objects
Managing Leads
Tracking Activities, Part 1
Tracking Activities, Part 2
Converting a Lead
Managing Accounts
Managing Opportunities
Creating Custom Views
Using Salesforce Search
More Features

Reviews

Susanne
March 26, 2021
Excellent course! Very well done by two fabulous females. I love the delivery of material. It looks 110% scripted--pure polish.
John
May 10, 2020
Clear, easy to understand. Well spoken, good pace. Would have liked a "Where to go next from here" suggestion.
Keith
May 10, 2020
Clear and concise, easy to follow as well as interact with. Thank you to the people who created this. Job well done.

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Related Topics

2863368
udemy ID
3/10/2020
course created date
3/21/2020
course indexed date
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