Skip to main content Stream TDX Bengaluru on Salesforce+. Start learning the critical skills you need to build and deploy trusted autonomous agents with Agentforce. Register for free.
Learn CRM Fundamentals for Lightning Experience
Trail

Learn CRM Fundamentals for Lightning Experience

Understand Salesforce and learn how to navigate, customize, and manage basic CRM features.

Start
+5,900 points
Foundational
Administrator
~5 hrs 25 mins

Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Process Improvement and Optimization
  • Sales Management
  • System Design and Implementation
  • General Sales Practices
  • Account Management and Strategy
  • Show More
  • Process Improvement and Optimization
  • Sales Management
  • System Design and Implementation
  • General Sales Practices
  • Account Management and Strategy
  • Data Analysis
  • Change Management
  • Data Visualization
  • Prospecting and Qualification
  • Collaboration
  • Business Intelligence
  • Business Solutions
  • Show Less

Products

  • Sales Cloud
  • Experience Cloud
  • Salesforce Platform
+5,900 points
Foundational
Administrator
~5 hrs 25 mins
+700 points
Module

Salesforce CRM

Learn how to use customer relationship management (CRM) software to grow your business.

~50 mins
+600 points
Module

Accounts and Contacts

Discover how accounts and contacts work together in Salesforce.

~30 mins
+1,200 points
Module

Leads and Opportunities

Learn to power your sales process with leads and opportunities in Salesforce.

~1 hr 10 mins
+2,100 points
Module

Reports & Dashboards for Lightning Experience

Visualize key business metrics in real-time using Lightning Experience.

~1 hr 50 mins
+1,300 points
Module

Chatter Administration for Lightning Experience

Get started with Chatter administration in Lightning Experience.

~1 hr 5 mins
~5 hrs 25 mins

Discover More

Check out other Salesforce products to see how they can help you create more personalized customer journeys and make data-driven decisions.

Show More