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Attention, Trailblazer!

Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This project is designed for Lightning Experience.

You can learn about switching between interfaces, enabling Lightning Experience, and more in the Lightning Experience Basics module.

Get Started

You are a shark. A sales shark. You’re a hunter, you’re persistent, and you always close the deal.

That’s why Lightning Experience is perfect for you. It’s a modern, productive user experience designed to help you sell faster, smarter, and your way. The sales shark way.

In this quick start, you get hands-on practice using Lightning Experience. You start by setting your sights on your goal for the quarter, then you hunt your highest-priority prospect. Will you close the deal and hit your number? 

What’s Included in This Project

During this project, you work with:

  • Home: Use the home page in Lightning Experience to set a sales goal for yourself to track in this project.
  • Leads: Create a simple lead in Salesforce to track a potential customer.
  • Opportunities: Convert your lead to an opportunity and set a goal for how many units you’re going to sell, for what amount, and by when.

Ready to Dive In?

If you haven’t already, log in to Trailhead and click Launch at the bottom of this page to launch your Trailhead Playground. You use the Trailhead Playground for the rest of this project.

If you’re signing up for Trailhead for the first time, it takes a few minutes to create your Trailhead Playground.

We won’t check any of your setup. Click Verify Step to proceed to the next step in the project.