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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.

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This Trail may include content that is only available in English. Learn More
+5,900 points
Foundational
Administrator
~5 hrs 25 mins

Learn CRM Fundamentals for Lightning Experience

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

+700 Points
~50 mins
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Discover how accounts and contacts work together in Salesforce.

+600 Points
~30 mins
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Learn to power your sales process with leads and opportunities in Salesforce.

+1,200 Points
~1 hr 10 mins
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Visualize key business metrics in real-time using Lightning Experience.

+2,100 Points
~1 hr 50 mins
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Get started with Chatter administration in Lightning Experience.

+1,300 Points
~1 hr 5 mins

Skills you will gain

Complete the Trail to build your expertise. Learn More

Skills

  • Business Solutions
  • Data Analysis
  • Data Visualization
  • Business Intelligence
  • System Design and Implementation
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  • Business Solutions
  • Data Analysis
  • Data Visualization
  • Business Intelligence
  • System Design and Implementation
  • Change Management
  • Collaboration
  • Account Management and Strategy
  • Process Improvement and Optimization
  • Sales Management
  • General Sales Practices
  • Prospecting and Qualification
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Products

  • Agentforce 360 Platform
  • Experience Cloud
  • Agentforce Sales

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