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Learn CRM Fundamentals for Lightning Experience

Salesforce via Trailhead

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Overview

Understand Salesforce and learn how to navigate, customize, and manage basic CRM features.

Learn how to use customer relationship management (CRM) software to grow your business.
Discover how accounts and contacts work together in Salesforce.
Learn to power your sales process with leads and opportunities in Salesforce.
Visualize key business metrics in real-time using Lightning Experience.
Get started with Chatter administration in Lightning Experience.

Syllabus

Salesforce CRM

Get Started with Salesforce CRM
Navigate Around

Accounts & Contacts for Lightning Experience

Store Information About Your Customers
Understand Account and Contact Relationships

Leads & Opportunities for Lightning Experience

Create and Convert Leads as Potential Customers
Work Your Opportunities
Sell as a Team and Split the Credit
Visualize Success with Path and Kanban

Reports & Dashboards for Lightning Experience

Introduction to Reports and Dashboards in Lightning Experience
Create Reports with the Report Builder
Format Reports
Visualize Your Data with the Lightning Dashboard Builder
Extend Your Reporting Strategy with AppExchange

Chatter Administration for Lightning Experience

Get Started with Chatter
Work with Chatter Groups
Enable Feed Tracking
Approve Records from a Chatter Feed
Develop a Rollout Strategy

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united states

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