Learn CRM Fundamentals for Salesforce Classic

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

• Discover strategies for assessing and improving the quality of your data in Salesforce.
• Build real-time reports and charts to visualize key business metrics.
• Develop a Chatter rollout strategy and help your users get started with enterprise social collaboration.
• Discover how Salesforce CPQ helps your sales team create quotes faster than ever before.
• Learn how the advanced features in Salesforce CPQ help optimize sales from lead to cash.

• Data Quality
• Get Started with Data Quality
• Assess the Quality of Data
• Improve Data Quality
• Reports & Dashboards for Salesforce Classic
• Introduction to Reports and Dashboards
• Create Reports with the Report Builder
• Format Reports
• Visualize Your Data with Dashboards and Charts
• Share, Schedule, and Subscribe to Reports and Dashboards
• Extend Your Reporting Strategy with the AppExchange
• Chatter Administration for Salesforce Classic
• Get Started with Chatter
• Enable Feed Tracking
• Create Publisher Actions
• Approve Records from the Feed
• Develop a Rollout Strategy
• Salesforce CPQ Basics
• Get Started with Salesforce CPQ
• Learn About Quotes
• Select Products
• Calculate Prices
• Generate PDF Quotes
• Manage Contracts and Renewals
• Salesforce CPQ Features
• Continue Your CPQ Journey
• Understand Product and Price Rules
• Understand Advanced Approvals and Advanced Order Management
• Discover How CPQ Treats Time