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Trail

Optimize Sales Features for Lightning Experience

Help your sales teams improve selling relationships and close more deals.

Start
+4,600 points
Intermediate
Administrator
~3 hrs 55 mins

Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Motivating and Empowering
  • IT Automation
  • Sales Management
  • Configuration Management
  • Office and Productivity Technology
  • Show More
  • Motivating and Empowering
  • IT Automation
  • Sales Management
  • Configuration Management
  • Office and Productivity Technology
  • System Design and Implementation
  • General Sales Practices
  • Data Management
  • Business Operations
  • User Interface and User Experience Design
  • Productivity
  • Prospecting and Qualification
  • Employee Training
  • Business Intelligence
  • Show Less

Products

  • Einstein 1
  • Sales Cloud
  • Salesforce Platform
+4,600 points
Intermediate
Administrator
~3 hrs 55 mins
+1,000 points
Module

Path & Workspaces

Guide your reps through opportunity stages with an optimized page layout.

~30 mins
+1,100 points
Module

Sales Productivity

Boost rep productivity with an activity timeline and integrated email.

~30 mins
+1,000 points
Module

Products, Quotes, & Contracts

Configure price books, templates, and contracts to help your sales reps sell products.

~35 mins
+600 points
Module

Duplicate Management

Resolve and prevent duplicate records to increase user confidence in your data.

~50 mins
+600 points
Module

Sales Cloud Einstein

Log your activities, target the right leads, and close more deals with AI for sales.

~1 hr 10 mins
+300 points
Module

Sales Dialer

Learn how Sales Dialer can make sales teams more efficient and productive.

~20 mins
~3 hrs 55 mins