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Salesforce Essentials
Rating: 4.5 out of 5(50 ratings)
147 students

Salesforce Essentials

Everything you need to know to start using Salesforce today
Created byBigger Brains
Last updated 2/2025
English

What you'll learn

  • Log into Salesforce and navigate the interface including Apps and Items (Tabs)
  • Describe the four most common objects in Salesforce: Leads, Accounts, Contacts, and Opportunities, as well as the navigation options common across objects
  • Create and manage Leads.
  • Track activities such as phone calls, planned events, deadlines, and emails related to a Salesforce object (e.g., a Lead, an Opportunity).
  • Convert a Lead into an Account, Contact, and Opportunity
  • Create and edit Opportunities including progressing through the stages of the sale
  • Create your own List Views and mark records as Favorites so you can quickly see the records most important to you
  • Search all of your Salesforce records including using wildcards to search partial values

Course content

1 section • 13 lectures • 1h 8m total length

  • Introduction0:53
  • Getting Started5:45

    Learn how to use Salesforce Essentials as a CRM to track leads, accounts, and opportunities, and log in securely with two-factor verification and customizable settings.

  • The Interface6:40
  • Standard Objects6:10

    Navigate standard objects in Salesforce Essentials by using leads, accounts, contacts, and opportunities to move prospects to closed deals, while customizing views, searching, filtering, and performing multi-record edits.

  • Managing Leads7:44

    Create and manage a lead record in Salesforce, customize required fields and status, and navigate lead details, Chatter, and related items to track progress.

  • Tracking Activities, Part 19:30

    Learn how to track customer interactions in Salesforce by creating tasks, logging calls, and scheduling events tied to a lead, with status updates, due dates, notes, and calendar entries.

  • Tracking Activities, Part 23:25
  • Converting a Lead4:48

    Learn how to convert a lead in Salesforce Essentials, creating an account, a contact, and an opportunity, while choosing converted status and handling duplicates or existing accounts.

  • Managing Accounts4:08

    Explore how to open and manage an account in Salesforce Essentials, view related contacts and opportunities. Learn to create new accounts or contacts, understand required fields, and interpret tab configurations.

  • Managing Opportunities6:43

    Explore the opportunity record in Salesforce Essentials, including the highlights panel, stages and probability, attachments, notes, and related objects, and learn to navigate, edit fields, attach files, and log activities.

  • Creating Custom Views7:59

    Learn to create custom views for opportunities, apply filters, adjust columns, clone views, set a default pin, and manage favorites and navigation bar tabs.

  • Using Salesforce Search2:32
  • More Features2:16

    Explore core Salesforce objects and features, from leads and accounts to opportunities, cases, and forecasts. Describe how files, campaigns, chatter groups, dashboards, and reports support collaboration and data-driven decision making.

Requirements

  • Access to Salesforce is recommended.

Description

Everything you need to know to start using Salesforce today

Has your company started using the Salesforce website? Do you need to get up to speed quickly? If so, then this course is for you. Our certified Salesforce Administrator, Mia Huffman, walks you step-by-step through using Salesforce for the first time so you will be able to successfully get started.

You’ll learn to navigate the interface and start creating all of the key elements necessary. Then you will learn how to track activities and manage your information through the stages of your sales process. You’ll also learn how to create custom views and search the system for specific data.

By the end of this course, you will be able to get started using many of the features of Salesforce to manage Leads, Accounts, Contacts, and Opportunities and track your sales activity against these objects.

Topics covered include:

  • Logging in and navigating the online interface

  • Creating and managing Leads, Accounts, Contacts, and Opportunities

  • Tracking activities against each of these four common objects

  • Converting Leads

  • Progressing Opportunities through all of the stages of the sale

  • Creating and using Custom Views

  • Searching the system

Note: This course primarily uses the Salesforce Lightning Experience interface.

Enjoy over an hour of high-quality HD content in the “Uniquely Engaging”TM Bigger Brains Teacher-Learner style!

Course Goal: By the end of this course, you will be able to start using Salesforce to manage Leads, Accounts, Contacts, and Opportunities and track your activity against these objects.

Target Audience: Anyone whose company has subscribed to Salesforce and who needs to learn the basics of navigating the software


Who this course is for:

  • Anyone whose company has just subscribed to Salesforce .com and who needs to learn the basics of navigating the tool.

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