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Trail
Learn CRM Fundamentals for Salesforce Classic
Understand Salesforce and learn how to navigate, customize, and manage basic CRM features.
8 hrs 15 mins
Modules and projects (8)
CRM for Salesforce Classic
Get started with navigating Salesforce CRM and personalizing your experience.
Accounts & Contacts for Salesforce Classic
Discover how accounts and contacts work together in Salesforce.
Leads & Opportunities for Salesforce Classic
Learn how you can power your sales process with leads and opportunities in Salesforce.
Data Quality
Discover strategies for assessing and improving the quality of your data in
Salesforce.
Reports & Dashboards for Salesforce Classic
Build real-time reports and charts to visualize key business metrics.
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In ProgressIntroduction to Reports and Dashboards~ 15 mins
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In ProgressCreate Reports with the Report Builder~ 25 mins
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In ProgressFormat Reports~ 40 mins
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In ProgressVisualize Your Data with Dashboards and Charts~ 35 mins
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In ProgressShare, Schedule, and Subscribe to Reports and Dashboards~ 25 mins
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In ProgressExtend Your Reporting Strategy with the AppExchange~ 20 mins
Chatter Administration for Salesforce Classic
Develop a Chatter rollout strategy and help your users get started with enterprise social collaboration.
Salesforce CPQ Basics
Discover how Salesforce CPQ helps your sales team create quotes faster than ever before.
Salesforce CPQ Features
Learn how the advanced features in Salesforce CPQ help optimize sales from lead to cash.
About this trail
Understand Salesforce and learn how to navigate, customize, and manage basic CRM features.