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Learning Salesforce

Course Summary

Large Fortune 500 companies and small startup businesses alike turn to Salesforce for their customer relationship management (CRM) needs. This course shows you how to start using Salesforce for managing all of your customer data, beyond email addresses and phone numbers. You can track each interaction, event, task, and more. Learn how to set up your profile, navigate the main tabs, search, and customize your dashboard. See how to create accounts, add your contacts, and convert leads into opportunities. Discover how to use reports to make informed decisions and close more deals. Get ready to conquer the basics and become comfortable with using this professional CRM tool.


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    Course Syllabus

    1. Getting Started
    2. Exploring Objects
    3. Accounts and Contacts
    4. Leads and Opportunities
    5. Tasks
    6. Opportunities
    7. Latest Releases
    8. Custom Reporting
    Conclusion


Course Fee:
USD 19.99

Course Type:

Self-Study

Course Status:

Active

Workload:

1 - 4 hours / week

This course is listed under Development & Implementations and Enterprise Applications Community

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Awards & Accolades for MyTechLogy
Winner of
REDHERRING
Top 100 Asia
Finalist at SiTF Awards 2014 under the category Best Social & Community Product
Finalist at HR Vendor of the Year 2015 Awards under the category Best Learning Management System
Finalist at HR Vendor of the Year 2015 Awards under the category Best Talent Management Software
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