Learning Salesforce

Learn how to use Salesforce to manage a sales pipeline and existing customers.

Introduction

• Learning the essentials of Salesforce

1. Getting Started with Salesforce

• Accessing Salesforce through your company
• Accessing Salesforce on your own
• How Salesforce organizes your customer data
• How to navigate Salesforce
• Using search in Salesforce
• Rely on the Salesforce home tab

2. Manage Current Customers as Accounts and Contacts

• How to create accounts
• How to add contacts to accounts
• How to create tasks
• Use list views
• Create custom list views
• Use simple account and contact reports

3. Manage Potential Deals as Opportunities

• What are opportunities in Salesforce?
• How to create an opportunity
• Link contacts to opportunities
• How Path can save you time
• Use the Kanban to keep opportunities updated
• How to use opportunity reports and dashboards
• Manage activities to move deals forward

4. Manage Prospects as Leads

• What are leads in Salesforce
• Managing a lead through qualification
• How to convert a lead into a customer

Conclusion

• Next steps