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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.

Start
+5,900 points
Beginner
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
Beginner
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