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Learn CRM Fundamentals for Lightning Experience

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Free Online Course: Learn CRM Fundamentals for Lightning Experience provided by Trailhead is a comprehensive online course, which lasts for 5-6 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
5-6 hours worth of material
Self Paced
Overview

  • Understand Salesforce and learn how to navigate, customize, and manage basic CRM features.

    • Learn how to use customer relationship management (CRM) software to grow your business.
    • Discover how accounts and contacts work together in Salesforce.
    • Learn to power your sales process with leads and opportunities in Salesforce.
    • Visualize key business metrics in real-time using Lightning Experience.
    • Get started with Chatter administration in Lightning Experience.

Syllabus

    • Salesforce CRM
      • Get Started with Salesforce CRM
      • Navigate Around
    • Accounts & Contacts for Lightning Experience
      • Store Information About Your Customers
      • Understand Account and Contact Relationships
    • Leads & Opportunities for Lightning Experience
      • Create and Convert Leads as Potential Customers
      • Work Your Opportunities
      • Sell as a Team and Split the Credit
      • Visualize Success with Path and Kanban
    • Reports & Dashboards for Lightning Experience
      • Introduction to Reports and Dashboards in Lightning Experience
      • Create Reports with the Report Builder
      • Format Reports
      • Visualize Your Data with the Lightning Dashboard Builder
      • Extend Your Reporting Strategy with AppExchange
    • Chatter Administration for Lightning Experience
      • Get Started with Chatter
      • Work with Chatter Groups
      • Enable Feed Tracking
      • Approve Records from a Chatter Feed
      • Develop a Rollout Strategy

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