Salesforce Essentials - Online Training Course - CPDUK Certified

The Mandatory Training Group
Delivery Method: eLearning

Salesforce Essentials – Online Training Course - CPDUK Accredited.

Salesforce Essentials - Online Training Course - The Mandatory Training Group UK -

Welcome to The Mandatory Training Group's online Salesforce Essentials training course. All our online training courses, programmes and qualifications are accredited by the CPD Certification Service (CPDUK).

Salesforce Essentials

Teacher - Mia Huffman 

Learner - Sara Brunson

This online Salesforce Essentials course will teach you the basics of navigating the Salesforce.com tool. You will learn to use Salesforce to manage leads, accounts, contacts, and opportunities in this course.

          Course content

          This online Salesforce Essentials training course includes the following:

          • Unit 1: Getting started
          • Unit 2: Working records
          • Unit 3: Customising and more.

            Who is the course for?

            This online Salesforce Essentials training course is suitable for anyone whose company has just subscribed to Salesforce.com and needs to learn the basics of navigating the tool. By the end of this course, you will be able to start using Salesforce to manage Leads, Accounts, Contacts, and Opportunities and track your activity against these objects.

                            Course aims

                            This Salesforce Essentials e-learning course covers the proper navigation of Salesforce to:

                            • Appreciate the importance of the tool for effective sales management
                            • Know how to track your activities in line with the common objects in Salesforce
                            • Understand how to convert leads
                            • Gain skills in processing Opportunities.

                                                  Learning objectives

                                                  On completion of this Salesforce Essentials eLearning course, the learner will be able to:

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

                                                              Learning outcomes

                                                              Once you have completed this online Salesforce Essentials training course, the learner will be able to:

                                                              • Identify the objects in Salesforce
                                                              • Explain the tracking process of sales activities related to Salesforce
                                                              • Use wildcards to search partial values
                                                              • State how editing  Opportunities, including progressing through the stages of the sale, brings out effective sales.

                                                              Download Full Course Description (PDF)

                                                              Salesforce Essentials - Online Training Course - The Mandatory Training Group UK -

                                                              Salesforce Essentials – Online Training Course - CPDUK Accredited.

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