Salesforce Mastery: Learn Salesforce and Enhance Your Career

Master Salesforce basics with Sales Cloud and the small business option Salesforce IQ, and learn to access your account, identify your admin, and navigate login, security, and customization.

Access Salesforce through your company by logging in with an email-format username on login.salesforce.com or via your organization's single sign-on, then use the home tab for essential reminders.

Sign up for a practice Salesforce version to explore tools and features, using a personal email and a unique username, then verify your account and access the home tab.

Learn how Salesforce organizes customer data into accounts, contacts, opportunities, activities, and leads, and how these objects relate to deliver a 360 view with reports and dashboards.

Navigate Salesforce confidently by using the main navigation bar to access core object tabs, customize items, and leverage global actions, search, and the home tab's task and calendar tools.

Manage accounts in Salesforce by viewing account records, using list views, and creating new accounts. Log activities, track contacts, opportunities, and cases, and adjust ownership as needed.

Learn to add business contacts in Salesforce by searching to avoid duplicates, then create and link the contact to an account, with details and related records for a customer view.

Discover how to create, view, and manage task records in Salesforce—from the global action menu, the activity tab on customer records, and the tasks tab—to keep your task list current.

Explore list views in Salesforce on object tabs to quickly view, filter, and edit records; pin a preferred view, create custom views, and perform mass edits from the list.

Explore the reports tab to access personal, private, and public Salesforce reports, view account and contact details, use filters, charts, search, refresh, save, export, and subscribe.

Learn to create and manage Salesforce opportunity records, update stages via the sales path, and use close date, amount, and owner data to power forecasting and pipeline reports.

Learn to use Salesforce path to move opportunities through the sales process, update stages, and surface stage-specific fields, reminders, and coaching at your fingertips for accurate forecasting.

Learn to use kanban view in Salesforce to keep opportunity data up to date by editing fields on cards, dragging stages, and handling alerts for overdue or stale opportunities.

Combine opportunity reports into a single dashboard to get a top-line view of your pipeline, then refresh and drill into details by viewing reports and records.

Log every customer interaction in Salesforce to move deals forward via the opportunity activity tab. Create tasks, log calls, add events with dates, and emails to appear in activity reports.

Leads capture early interest from prospects as records with names, emails, and company details, later qualified to become a contact, an account, and an opportunity for marketing analytics.

Qualify leads in Salesforce by gathering information on the person and company, identifying decision makers and budget readiness, then update lead status and lead score to guide conversion.

Convert a qualified lead into a customer by creating a business account, a contact, and an opportunity, preserving activity history and notes, and updating the lead source.

Learn how data quality drives Salesforce value by defining completeness, accuracy, timeliness, consistency, and usage, and implement governance with rules, teams, and a data management plan to prevent duplicates.

Finish your Salesforce journey with next steps and community support. Log in each morning, plan your day in Salesforce, and engage with the Trailblazer community for resources.