Learn CRM Essentials

Understand Salesforce and learn how to navigate, customize, and manage basic CRM features.

  • Beginner
  • Admin, Business User
Trail
3 hrs 35 mins

Modules and projects (5)

CRM Basics

Get started with navigating Salesforce CRM and personalizing your experience.
  • Module

Accounts & Contacts

Discover how accounts and contacts work together in Salesforce.
  • Module

Leads & Opportunities

Learn how you can power your sales process with leads and opportunities in Salesforce.
  • Module

Data Quality

Discover strategies for assessing and improving the quality of your data in Salesforce.
  • Module

Salesforce CPQ Basics

Discover how Salesforce CPQ helps your sales team create quotes faster than ever before.
  • Module
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About this trail

Understand Salesforce and learn how to navigate, customize, and manage basic CRM features.