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Salesforce Essentials

Everything you need to know to start using Salesforce today

Created byBigger Brains
4.4
(15 reviews)
IntermediateUpdated Jan 3, 2025
Salesforce Essentials

What You'll Learn

check_circleLog into Salesforce and navigate the interface including Apps and Items (Tabs)
check_circleDescribe most common objects in Salesforce: Leads, Accounts, Contacts, and Opportunities
check_circleCreate and manage Leads
check_circleTrack activities such as phone calls, planned events, deadlines, and emails related to a Salesforce object (e.g., a Lead, an Opportunity).
check_circleConvert a Lead into an Account, Contact, and Opportunity
check_circleCreate and edit Opportunities including progressing through the stages of the sale
check_circleCreate your own List Views and mark records as Favorites so you can quickly see the records most important to you
check_circleSearch your Salesforce records including using wildcards to search partial values

About This Course

Everything you need to know to start using Salesforce today

Has your company started using Salesforce.com? 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. By the end of this course, you will be able to use many of the features of Salesforce to manage Leads, Accounts, Contacts, and Opportunities and track your sales activity against these objects.

Note: This course primarily uses the Salesforce Lightning Experience interface.

Your Instructor

Bigger Brains
Bigger Brains

Powering Productivity, One Brain at a Time!

menu_book116 courses
star3,794 reviews

Combining TV-style video production with modern graphics and animation, Bigger Brains courses are popular with both learners and training professionals around the world. Our top teachers and subject matter experts have real-world experience and create the most realistic and comprehensive training courses possible. Bigger Brains courses are built in a unique “Teacher/Learner” style, featuring two people on camera to recreate some of the interactivity and physiological benefits of classroom training, including dialogue, humor, and practical use case examples. This Uniquely Engaging™ video-based format is more enjoyable and more effective than traditional eLearning formats.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.4
Student's Choice
15 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.