Learn Salesforce
This course is designed to provide a comprehensive understanding of Salesforce, a leading Customer Relationship Management (CRM) platform. Users will learn about the various aspects of Salesforce, including its ecosystem, navigation, managing contacts and leads, utilizing Salesforce for sales opportunities, and reporting. The objective is to equip learners with practical skills and knowledge to efficiently use Salesforce in their business processes and enhance their sales and reporting capabilities.
Introduction to Salesforce
Basic Salesforce Navigation
Managing Contacts and Leads
Using Salesforce for Sales Opportunities
Introduction to Reports and Dashboards
Creating Sales Opportunities
This subtopic provides insights into how to create sales opportunities in Salesforce, a crucial step in tracking and managing potential sales.
How to Convert a Lead in Salesforce | Convert into account contact opportunity | User Training
Work Your Opportunities and Manage Your Pipeline (Lightning Experience) | Salesforce
Work Your Opportunities | How to Create an Opportunity and Contact Role in Salesforce Trailhead