Learn CRM Fundamentals for Lightning Experience

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.

• 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