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Learn Sales Cloud Fundamentals
Trail

Learn Sales Cloud Fundamentals

Explore Sales Cloud from accounts and contacts, to leads and opportunities.

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Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Employee Training
  • Business Solutions
  • Account Management and Strategy
  • Sales Management
  • General Sales Practices
  • Show More
  • Employee Training
  • Business Solutions
  • Account Management and Strategy
  • Sales Management
  • General Sales Practices
  • Productivity
  • Data Management
  • Process Improvement and Optimization
  • Prospecting and Qualification
  • Customer Service
  • System Design and Implementation
  • Account Management
  • Research and Discovery
  • Customer Communication
  • Show Less

Products

  • Salesforce Platform
  • Sales Cloud
  • Service Cloud
This Trail may include content that is only available in English. Learn More
+5,200 points
Foundational
Sales Professional
7 hrs 5 mins

Get Hands-On with Trailhead

Get Started with Trailhead

Module

Create hands-on orgs, practice your Salesforce skills, and complete Trailhead challenges.

+700 Points
~1 hr 30 mins
Module

Get started with Salesforce and learn how to make it work for your bottom line.

+300 Points
~1 hr 5 mins
Module

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

+700 Points
~50 mins

Explore Sales Cloud

Learn the basics of Sales Cloud. Get familiar with core functions and how you can manage sales processes from prospecting to close.

Module

Grow your business, boost productivity, and make smart decisions with Sales Cloud.

+300 Points
~15 mins
Module

Learn how to track prospective customers with Salesforce leads.

+100 Points
~5 mins
Module

Learn how opportunities help you close more sales deals.

+100 Points
~5 mins
Module

Understand the process of creating and negotiating business contracts.

+100 Points
~5 mins
Module

Learn how Salesforce can help you track your pipeline health.

+100 Points
~5 mins

Dive Into Accounts & Contacts

Learn how you can organize your view to access the most important information quickly.

Module

Discover how accounts and contacts work together in Salesforce.

+600 Points
~30 mins
Module

Learn to use an account record in Salesforce.

+100 Points
~5 mins
Module

Learn to use a contact record in Salesforce.

+100 Points
~5 mins
Module

Use list views to organize your data and take action on records.

+100 Points
~5 mins
Module

Learn to use the accounts list view in Salesforce.

+100 Points
~15 mins
Module

Learn to use the contacts list view in Salesforce.

+100 Points
~15 mins

Dive Into Leads & Opportunities

Learn how you can tailor the sales process to stay on top of your most important deals.

Module

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

+1,200 Points
~1 hr 10 mins
Module

Learn to use a lead record in Salesforce.

+100 Points
~5 mins
Module

Learn to manage prospects from lead to close.

+300 Points
~30 mins
Module

Learn to use an opportunity record in Salesforce.

+100 Points
~5 mins

NEXT: Become a Selling Specialist

Continue your learning journey by becoming a selling specialist.

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About this Trail

Get to know Sales Cloud by exploring how it can help you manage sales processes, from prospecting to close. In this trail, you’ll learn about organizing your Sales Cloud view, tailoring the sales process, and solving complex sales challenges. You’ll gain skills in account management and strategy, prospecting and qualification, productivity, and data management. Dive deeper into Sales Cloud by exploring more enhanced features after you’ve completed this trail.

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