Salesforce Essentials: Mastering CRM for Business Success

Navigate the accounts tab to view and open account records, and manage related contacts, opportunities, and activities. Create new accounts by filling required fields, saving, and assigning ownership.

Add business contacts to Salesforce by searching to avoid duplicates, link each contact to an account, and save to build a complete customer record with related opportunities, cases, and campaigns.

Create and manage Salesforce task records from global actions or customer records, then view them on your master task list or activity tab, switchable with kanban or split views.

Navigate and manage records with list views on object tabs in Salesforce, pin your preferred view as default, and create custom views for filtering and mass edits.

Create custom list views in Salesforce to display specific leads and accounts, clone existing views, adjust filters and columns, and edit or bulk update records directly from the list view.

Explore intelligence view for contacts and leads to display activity insights in a readable layout. Use filters, inline edits, email, log calls, mark important, and manage lead status or owner.

Learn to navigate the Salesforce reports tab, access private and public reports, folders, and favorites, and use global search to find specific reports.

Navigate Salesforce reports from the reports tab and view a contact report grouped by account. Use links, filters, charts, and save, export, or subscribe.

Build a simple Salesforce report by selecting a report type for accounts and contacts, configuring filters and columns in the report builder, previewing results, and saving with a descriptive name.

Create a Salesforce report from contacts and accounts, apply custom industry and title filters (VP, CEO, COO), group by account name, then save and run to a private report.

Track details of a potential sale with the opportunity record, including close date, amount, owner. Use the sales path to update stage and feed pipeline reports and revenue forecasts.

Create an opportunity by adding it to an existing account or a new one, fill key fields (name, type, lead source, amount, close date), and support forecasting and pipeline reports.

Link contacts to opportunities by managing contact roles, searching and adding any contact, assigning each role and a primary contact for visibility and influence on marketing campaigns.

The path on opportunities saves time by updating stages—green completed and dark blue current—while providing stage-specific guidance, reminders, and links to training, including close stage options.

Use the kanban view to keep opportunity data up to date, edit key fields, drag cards between stages, and act on alerts to stay organized and plan your day.

Navigate opportunity dashboards and reports to analyze your pipeline, combine key reports into a dashboard, save edits in a personal folder, and refresh for up-to-date data.

Log all client interactions using the activity tab to track tasks, calls, events, and emails on opportunities, leads, contacts, or accounts in Salesforce.

Organize client meetings and tasks with the Salesforce calendar tab, syncing with Google or Outlook, auto-tracking on accounts and contacts, and displaying opportunities and tasks by due and close dates.

Leads are early prospects stored in lead records and, when qualified, become a contact, account, and opportunity; they can be created automatically, uploaded, or manually entered.

Qualify a lead in Salesforce by logging every interaction, capturing person and company details, and updating lead status and score as you gather intel toward conversion.

Explore how Salesforce converts a qualified lead into a customer by creating a business account, a contact, and an opportunity, while preserving activity history and aligning ownership.