Beginner Personal Development
Salesforce from Scratch: CRM for the Job Market
Learn Salesforce, the CRM many job postings ask for, from your very first login. You learn what a CRM is and how to move around Lightning Experience, how to work leads, accounts, contacts and opportunities through the sales pipeline, how to handle cases, tasks and Chatter, how to build reports and dashboards, and the admin basics: users, profiles, custom fields and page layouts. You finish with a plan for Trailhead, the first certifications and your résumé. Recreated screens, real Salesforce terms, no prior experience needed.
5 modules 10 lessons 5 h 250 questions
Course content
1 CRM and Salesforce Basics 2 lessons · 1 practice 0 of 3
Lesson 1 · 6:59What a CRM Is and Your First Login
Lesson 2 · 7:11Objects, Records, List Views and Record Pages
Practice · 0 of 25 questionsModule practice
Module practice
0 of 25 for the certificate
Answer 25 questions
This module has 50 questions; 25 count toward the certificate.
Practice →
2 Sales: Leads to Opportunities 2 lessons · 1 practice 0 of 3
Lesson 1 · 7:21Leads: Capture, Qualify and Convert
Lesson 2 · 7:03Accounts, Contacts and Opportunities in the Pipeline
Practice · 0 of 25 questionsModule practice
Module practice
0 of 25 for the certificate
Answer 25 questions
This module has 50 questions; 25 count toward the certificate.
Practice →
3 Service and Activities 2 lessons · 1 practice 0 of 3
Lesson 1 · 6:40Cases: Helping Customers Step by Step
Lesson 2 · 7:05Tasks, Events, E-mail and Chatter
Practice · 0 of 25 questionsModule practice
Module practice
0 of 25 for the certificate
Answer 25 questions
This module has 50 questions; 25 count toward the certificate.
Practice →
4 Reports and Dashboards 2 lessons · 1 practice 0 of 3
Lesson 1 · 6:56Building Your First Report
Lesson 2 · 7:16Charts and Dashboards for Managers
Practice · 0 of 25 questionsModule practice
Module practice
0 of 25 for the certificate
Answer 25 questions
This module has 50 questions; 25 count toward the certificate.
Practice →
5 Admin Basics and Your Career 2 lessons · 1 practice 0 of 3
Lesson 1 · 7:11Admin Basics: Users, Profiles, Fields and Layouts
Lesson 2 · 7:19Trailhead, Certifications and Your First Salesforce Job
Practice · 0 of 25 questionsModule practice
Module practice
0 of 25 for the certificate
Answer 25 questions
This module has 50 questions; 25 count toward the certificate.
Practice →
Tips
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