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Trailhead

Learn CRM Fundamentals for Lightning Experience

Salesforce via Trailhead

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Overview

Understand Salesforce and learn how to navigate, customize, and manage basic CRM features.
  • Learn how to use customer relationship management (CRM) software to grow your business.
  • Discover how accounts and contacts work together in Salesforce.
  • Learn to power your sales process with leads and opportunities in Salesforce.
  • Visualize key business metrics in real-time using Lightning Experience.
  • Get started with Chatter administration in Lightning Experience.

Syllabus

  • Salesforce CRM
    • Get Started with Salesforce CRM
    • Navigate Around
  • Accounts & Contacts for Lightning Experience
    • Store Information About Your Customers
    • Understand Account and Contact Relationships
  • Leads & Opportunities for Lightning Experience
    • Create and Convert Leads as Potential Customers
    • Work Your Opportunities
    • Sell as a Team and Split the Credit
    • Visualize Success with Path and Kanban
  • Reports & Dashboards for Lightning Experience
    • Introduction to Reports and Dashboards in Lightning Experience
    • Create Reports with the Report Builder
    • Format Reports
    • Visualize Your Data with the Lightning Dashboard Builder
    • Extend Your Reporting Strategy with AppExchange
  • Chatter Administration for Lightning Experience
    • Get Started with Chatter
    • Work with Chatter Groups
    • Enable Feed Tracking
    • Approve Records from a Chatter Feed
    • Develop a Rollout Strategy

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