Salesforce Training
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Interactive bite-sized lessons
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Get Certified
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Accurate skill assessments
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|
Verified Learning |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Salesforce Fundamentals | ||||
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Understand Salesforce
Understanding Salesforce |
Account Req | Not Started | Account Req | |
|
Tabs and Apps
How to Use Tabs and Apps in Salesforce |
Account Req | Not Started | Account Req | |
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Work with Views
How to Work with Views in Salesforce |
Account Req | Not Started | Account Req | |
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View and Edit a Record
How to View and Edit a Record in Salesforce |
Account Req | Not Started | Account Req | |
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Add Notes and Files
How to Add Notes and Files in Salesforce |
Account Req | Not Started | Account Req | |
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Find Records
How to Find Records in Salesforce |
Account Req | Not Started | Account Req | |
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Delete and Restore a Record
How to Delete and Restore a Record in Salesforce |
Account Req | Not Started | Account Req | |
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Work with Tasks
How to Work with Tasks in Salesforce |
Account Req | Not Started | Account Req | |
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Work with the Calendar
How to Work with the Calendar in Salesforce |
Account Req | Not Started | Account Req | |
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Profile Settings and Password
How to Change Profile Settings and Passwords |
Account Req | Not Started | Account Req | |
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Get Help
How to Get Help in Salesforce |
Account Req | Not Started | Account Req | |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Salesforce for Sales Reps | ||||
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Create a Lead
How to Create a Lead in Salesforce |
Account Req | Not Started | Account Req | |
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Convert a Lead
How to Convert a Lead in Salesforce |
Account Req | Not Started | Account Req | |
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Create Accounts and Contacts
How to Create Accounts and Contacts in Salesforce |
Account Req | Not Started | Account Req | |
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Log Activities
How to Log Activities in Salesforce |
Account Req | Not Started | Account Req | |
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Send an Email
How to Send an Email in Salesforce |
Account Req | Not Started | Account Req | |
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Create an Opportunity
How to Create an Opportunity in Salesforce |
Account Req | Not Started | Account Req | |
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Create a Quote
How to Create a Quote in Salesforce |
Account Req | Not Started | Account Req | |
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Clone and Close an Opportunity
How to Clone and Close an Opportunity in Salesforce |
Account Req | Not Started | Account Req | |
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Forecast Opportunities
How to Forecast Opportunities in Salesforce |
Account Req | Not Started | Account Req | |
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Transfer and Share a Record
How to Transfer and Share a Record in Salesforce |
Account Req | Not Started | Account Req | |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Views and Reports | ||||
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Create a View
How to Create a View in Salesforce |
Account Req | Not Started | Account Req | |
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Edit and Delete a View
How to Edit and Delete a View in Salesforce |
Account Req | Not Started | Account Req | |
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Work with a Report
How to Work with a Report in Salesforce |
Account Req | Not Started | Account Req | |
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Create a Tabular Report
How to Create a Tabular Report in Salesforce |
Account Req | Not Started | Account Req | |
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Edit and Delete a Report
How to Edit and Delete a Report in Salesforce |
Account Req | Not Started | Account Req | |
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Report Filters
How to Use Report Filters in Salesforce |
Account Req | Not Started | Account Req | |
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Advanced Report Filters
How to Use Advanced Report Filters in Salesforce |
Account Req | Not Started | Account Req | |
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Create a Summary Report
How to Create a Summary Report in Salesforce |
Account Req | Not Started | Account Req | |
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Create a Matrix Report
How to Create a Matrix Report in Salesforce |
Account Req | Not Started | Account Req | |
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Work with Charts
How to Work with Charts in Salesforce |
Account Req | Not Started | Account Req | |
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Schedule a Report
How to Schedule a Report in Salesforce |
Account Req | Not Started | Account Req | |
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Subscribe to a Report
How to Subscribe to a Report in Salesforce |
Account Req | Not Started | Account Req | |
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Report Folders
How to Use Report Folders in Salesforce |
Account Req | Not Started | Account Req | |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Dashboards | ||||
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Work with a Dashboard
How to Work with a Dashboard in Salesforce |
Account Req | Not Started | Account Req | |
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Edit a Dashboard
How to Edit a Dashboard in Salesforce |
Account Req | Not Started | Account Req | |
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Create a Dashboard
How to Create a Dashboard in Salesforce |
Account Req | Not Started | Account Req | |
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Clone and Delete a Dashboard
How to Clone and Delete a Dashboard in Salesforce |
Account Req | Not Started | Account Req | |
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Filter a Dashboard
How to Filter a Dashboard in Salesforce |
Account Req | Not Started | Account Req | |
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Schedule a Dashboard
How to Schedule a Dashboard in Salesforce |
Account Req | Not Started | Account Req | |
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Set Up a Dynamic Dashboard
How to Set Up a Dynamic Dashboard in Salesforce |
Account Req | Not Started | Account Req | |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Collaborate with Chatter | ||||
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Understand Chatter
Understanding Chatter in Salesforce |
Account Req | Not Started | Account Req | |
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Post to Chatter
How to Post to Chatter in Salesforce |
Account Req | Not Started | Account Req | |
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Follow in Chatter
How to Follow People and Records in Salesforce |
Account Req | Not Started | Account Req | |
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Mentions and Topics
How to Use Mentions and Topics in Salesforce |
Account Req | Not Started | Account Req | |
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Chatter Email Notifications
How to Use Chatter Email Notifications in Salesforce |
Account Req | Not Started | Account Req | |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Record Management | ||||
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Duplicate Leads and Contacts
How to Duplicate Leads and Contacts in Salesforce |
Account Req | Not Started | Account Req | |
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Merge Accounts
How to Merge Accounts in Salesforce |
Account Req | Not Started | Account Req | |
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Mass Transfer Records
How to Mass Transfer Records in Salesforce |
Account Req | Not Started | Account Req | |
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Import Leads
How to Import Leads in Salesforce |
Account Req | Not Started | Account Req | |