When you complete this course, you will be able to:

• Navigate Salesforce using the Lightning Experience.
• Find and add information related to accounts, contacts, leads, opportunities, and activities.
• Use Salesforce to create and track sales activities.
• Enter information into Salesforce so managers can accurately analyze sales.
• Customize Salesforce reports and charts to manage and analyze contact and account information.
• Use Salesforce1 on a mobile device.

Introduction to Salesforce: Managing Your Accounts and Contacts

• Get Started in Salesforce
• Use Reports to Analyze Your Accounts
• Research What’s Happening with Your Accounts
• Use Chatter to Get More Information
• View Current News About Your Accounts in Salesforce1
• Create New Accounts and Contacts
• Add Charts to List Views
• Use Reports to Track At-Risk Accounts

Effective Prospecting: Managing Leads and Opportunities

• Locate and Enter Leads in Salesforce
• Use List Views to Organize and Prioritize Leads
• Update Lead Status to Track Your Progress
• Convert Qualified Leads to Accounts, Contacts, and Opportunities
• Track Opportunities Through the Sales Process
• Add Products to Opportunities
• Find Information in Salesforce to Close Deals
• Report on Leads and Opportunities

Sales Productivity: Streamlining Your Day

• Use Tasks to Track Calls, Emails, and To-Dos in Salesforce
• Locate, Add, and Complete Activities in Salesforce1
• Tour the Today App in Salesforce1
• Send Email Directly from Salesforce
• Save Time with Standard and Custom Email Templates
• Analyze your Sales Activities with Reports

Reporting: Track Your Deals

• Work with Standard Reports
• Customize Reports
• Modify Report Options
• Use the Report Builder for Deeper Customizations
• Apply Report Filters and Filter Logic
• Summarize Your Data in Reports
• Add Charts to Reports
• Use Dashboards to Visualize Data

The Sales Cloud Training is designed for:

• Sales Representatives (Sales Reps) who are new to using Salesforce Sales Cloud and are using the Lightning Experience.