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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
  • Account Management
  • Data Management
  • Account Management and Strategy
  • General Sales Practices
  • Business Solutions
  • Show More
  • Account Management
  • Data Management
  • Account Management and Strategy
  • General Sales Practices
  • Business Solutions
  • Prospecting and Qualification
  • Research and Discovery
  • Cybersecurity
  • Customer Service
  • Customer Communication
  • Employee Training
  • Sales Management
  • Productivity
  • Process Improvement and Optimization
  • System Design and Implementation
  • Show Less

Products

  • Sales Cloud
  • Salesforce Platform
  • Service Cloud
This Trail may include content that is only available in English. Learn More
+11,300 points
Beginner
Administrator
10 hrs 10 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

Assess Your Sales Cloud & Console Skills

Solve complex challenges with Sales Cloud and Console.

Module

Unlock superbadge content by demonstrating your awareness of credential program security.

+100 Points
~5 mins
Superbadge

Showcase your Sales Cloud and Console navigation skills

~1 hr •
Mark as Complete

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

Assess Your Account & Opportunity Management Skills

Solve complex challenges for accounts and opportunities.

Superbadge

Demonstrate your ability to create a 360-degree view of customers.

~1 hr •
Mark as Complete
Superbadge

Work with opportunity records to super-power sales success.

~1 hr •
Mark as Complete

NEXT: Become a Selling Specialist

Continue your learning journey by becoming a selling specialist.

Link

Mark this step complete to finish this Trail!

Mark as Complete

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.