Overview
-
Track all of your customer information and interactions in one place with Salesforce. Learn how to create accounts, convert leads into opportunities, run reports, and more.
Syllabus
-
Introduction
- Welcome
- What is Salesforce and why do I need It?
- The different Salesforce products
- What you need to know before watching
- How to access your Salesforce account
- Understand the home page
- How to navigate Salesforce
- Customize profile and user setting
- How to create accounts
- How to create contacts
- How to create tasks and activities
- How to create leads
- How to create opportunities
- How the Salesforce objects relate
- Associate one contact with multiple accounts
- Create parent accounts
- How to setup an account team
- Best practices for accounts
- Best practices for contacts
- How to add leads
- Convert leads into opportunities
- Creating opportunities
- Opportunities and the sales pipeline
- Use simple lead reports
- How to use opportunity reports
- The importance of tasks
- Leverage tasks from the home page
- How to create new tasks
- Complete tasks and follow ups
- Understand data quality
- How to improve the quality of data
- Explore Salesforce Lightning Experience
- Use Salesforce on mobile
- How to use standard reports
- Types of custom reporting
- Dashboard
- Next steps
