Set Yourself Up For Success with Salesforce Skills

Explore how accounts, contacts, leads, and opportunities form a 360-degree view of your constituents in Salesforce. Learn naming conventions, data-entry standards, permissions, and conversions to turn prospects into revenue.

Customize your Salesforce experience by adjusting personal settings—page density, personal information, time zone, login history, and custom page layouts with related lists, email signatures, and reminders.

Customize your navigation bar to fit your workflows by dragging items to reorder, adding frequently used items, and removing rarely used ones. Save key records and reports for quick access.

Customize your home page as your command central in Salesforce, using blocks like dashboards, lists, recent records, and a task block to surface daily actions and key data.

Customize your navigation bar by reordering items, adding useful items like email templates or quick text, removing unused ones, and pinning reports or records to speed access.

Maintain accurate account data to strengthen connections to contacts, opportunities, and activities, focusing on accounts with the most potential and defining inactivity thresholds to boost efficiency.

Learn efficient contact management in Salesforce by using standard fields, avoiding duplicate data, and using formula fields to pull account data into contacts, while preventing orphaned contacts and planning updates.

Learn when to use leads versus contacts in Salesforce, relate multiple employees to one organization, and train teams on data quality with duplicate and validation rules.

Leverage Salesforce opportunity data and robust reporting to reduce human error, analyze close times across salespeople, identify slow stages and lost opportunities, and close more deals.

Explore how Salesforce activities manage tasks, meetings, calls, and emails in the activity panel, and learn to customize fields, relate to records, use repeating tasks, and set reminders.

Discover intuitive Salesforce reporting and dashboards, learn to build reports with fields and filters, use the wizard, add charts, subscribe to reports, and design focused dashboards.

Identify a pain point from your worksheet, apply a Salesforce solution such as modifying a standard report or subscribing to it, and set recurring tasks to keep steps on track.

Connect your email and calendar to Salesforce using Standard Einstein Activity Capture to surface email threads and meeting histories on contact records, with retroactive capture.

Leverage list views to review and update filtered data, drag to change status in kanban-like layouts, update multiple records with filters, and share views with a select group.

Learn to create beautifully formatted emails in Salesforce using the drag-and-drop content builder, no-code templates, and quick text snippets, with permissions, mail merge, and personalized content.

Access data on the go with the Salesforce mobile app, a native iOS and Android tool to log calls, add leads, check reports, and mark opportunities as closed, even offline.

Download Salesforce app from App Store or Google Play on iOS or Android, log in with a custom URL or login.salesforce.com, and practice adding accounts, contacts, and leads; locate reports.

Filter New York contacts with mobile numbers, then send list emails using templates or plain text, review recipients and mail merge fields, and choose draft, schedule, or send.

Learn how to use Salesforce campaigns to track engagement, build campaign hierarchies, roll up results, and apply campaign influence to opportunities, while cautiously handling the lead source field.

Create and analyze a campaign to reach prospects, track engagement, and move leads through the sales process with measurable goals.

Learn to use Salesforce data to demonstrate your impact, set career goals, track milestones, and tell a compelling story for promotions or new roles.

Celebrate your progress as you apply Salesforce skills, share wins and goals, connect on LinkedIn, and pursue customized training and platform enhancements to design solutions for small businesses and nonprofits.

Develop Salesforce skills to streamline workflows, customize primary objects, and boost productivity through hands-on activities. Analyze customers and prospects to improve efficiency and advance your career.