Salesforce CRM Training for Sales Managers

Discover how Salesforce centralizes customer data into dashboards and reports, automates repetitive tasks, and monitors deal health across opportunities to boost sales productivity from anywhere.

Sign up for a free Salesforce practice org by visiting developer.salesforce.com, creating a user, and confirming your account. Log in and access the setup page, then open the sales app.

Explore how to view and manage Salesforce records using list views, filters, and the search bar; edit lead details, and navigate accounts and opportunities with default and pinned views.

Learn how to manage account records in Salesforce, view and update key data, transfer ownership, and share access with an account team to streamline opportunities, contacts, and related records.

Master the opportunity lifecycle in Salesforce, from prospecting to close, including expected revenue, probability, and stage progression. Manage products, price books, quotes, and forecasting to improve pipeline accuracy.

Manage the close date, a key field on the opportunity object, to forecast outcomes, generate focus and past reports, and track deals closed last year and expected in coming months.

Learn how Salesforce manages leads as prospective customers, track lead status, and convert qualified leads to account, contact, and opportunity with a single click, then use analytics.

Track and assign activities and tasks to sales reps in Salesforce, linking tasks to leads, contacts, and opportunities, while managers create, assign, monitor due dates, events, emails, and notifications.

Relate events to opportunities, leads, accounts, and contacts and track them in the Salesforce calendar and reports. Share calendars with teammates and view them daily, weekly, or monthly.

Explore how cases power service cloud by logging customer issues, tracking status and priority, and capturing case origin, reason, and internal comments to monitor satisfaction and minimize inflow.

Explore how the Salesforce service console centralizes cases, accounts, contacts, and knowledge articles on one page, reducing clicks and time to help support teams meet sla and resolve issues faster.

Explore how Salesforce security controls who sees which records by role-based access, from executives to directors to sales reps, with owner and regional hierarchies.

Create your first Salesforce Lightning report on leads, filter by lead source to show web leads, run and save privately, and explore dashboards built from these reports.

Create and save a tailored opportunities report in Salesforce Lightning by selecting key fields, applying open opportunities and current fiscal year filters, and using sorting and averaging for insights.

Create a sales opportunities report by sales rep, grouping by owner and account, subtotal the amounts, and filter open opportunities in the current fiscal year.

Export a Salesforce report to Excel by choosing between a formatted report that preserves grouping and layout, or details only for a simple, calculable tabular export.

Learn to build matrix reports in Salesforce to analyze product sales by opportunity owner, viewing product names in columns and deal values in data, with optional charts.

Learn to track large deals in Salesforce by building an opportunity report, filtering by amount thresholds, and using bucket fields to categorize deals by value for prioritization.

Build a crisp Salesforce report with two line items that summarizes total won and lost opportunities by stage, showing the amount and owner performance to reveal funnel leakage.

Use inline editing in the report builder to update opportunities and add a notes field on each record during meetings, saving notes for future reference.

Demonstrate running a sales meeting using the Salesforce report builder to update opportunities, add inline notes, and track open opportunities, product performance, and lost or won outcomes for collaboration.

Create dashboards from open opportunities with products reports to visualize sales reps data with charts such as horizontal and vertical bar graphs, donut charts, and tables.

Discover how the aging of a case drives SLA performance in Salesforce, using a case report by status, owner, and origin to optimize support efficiency.

Enable forecast view on the opportunity focus categories to predict monthly pipeline, best case, committed, and closed opportunities, aided by admin settings and sales rep quotas.

Create a strategic opportunities list view in salesforce to track must-win deals, focusing on new customers with amounts above 50,000 among open opportunities.

Track and report account activities in Salesforce to monitor client engagement and prioritize tasks for reps. Create account-level activity reports to reveal engagement levels and guide sales opportunities.

Analyze historic sales data by owner, account, and fiscal year to identify performance trends, set targets, and strategize engagement to boost revenue.