Salesforce Essentials
Everything you need to know to start using Salesforce today
4.44 (43 reviews)
124
students
1 hour
content
Feb 2025
last update
$34.99
regular price
What you will learn
Log into Salesforce and navigate the interface including Apps and Items (Tabs)
Describe the four most common objects in Salesforce: Leads, Accounts, Contacts, and Opportunities, as well as the navigation options common across objects
Create and manage Leads.
Track activities such as phone calls, planned events, deadlines, and emails related to a Salesforce object (e.g., a Lead, an Opportunity).
Convert a Lead into an Account, Contact, and Opportunity
Create and edit Opportunities including progressing through the stages of the sale
Create your own List Views and mark records as Favorites so you can quickly see the records most important to you
Search all of your Salesforce records including using wildcards to search partial values
Related Topics
2863368
udemy ID
3/10/2020
course created date
3/21/2020
course indexed date
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