Name: Salesforce Essentials
Price: 140 CAD
Rating: 4.4 (15 reviews)

What You'll Learn

check_circleLog into Salesforce and navigate the interface including Apps and Items (Tabs)

check_circleDescribe most common objects in Salesforce: Leads, Accounts, Contacts, and Opportunities

check_circleCreate and manage Leads

check_circleTrack activities such as phone calls, planned events, deadlines, and emails related to a Salesforce object (e.g., a Lead, an Opportunity).

check_circleConvert a Lead into an Account, Contact, and Opportunity

check_circleCreate and edit Opportunities including progressing through the stages of the sale

check_circleCreate your own List Views and mark records as Favorites so you can quickly see the records most important to you

check_circleSearch your Salesforce records including using wildcards to search partial values

About This Course

Everything you need to know to start using Salesforce today

Has your company started using Salesforce.com? Do you need to get up to speed quickly? If so, then this course is for you. Our certified Salesforce Administrator, Mia Huffman, walks you step-by-step through using Salesforce for the first time so you will be able to successfully get started. By the end of this course, you will be able to use many of the features of Salesforce to manage Leads, Accounts, Contacts, and Opportunities and track your sales activity against these objects.

Note: This course primarily uses the Salesforce Lightning Experience interface.

Your Instructor

Bigger Brains

Powering Productivity, One Brain at a Time!

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Combining TV-style video production with modern graphics and animation, Bigger Brains courses are popular with both learners and training professionals around the world. Our top teachers and subject matter experts have real-world experience and create the most realistic and comprehensive training courses possible. Bigger Brains courses are built in a unique “Teacher/Learner” style, featuring two people on camera to recreate some of the interactivity and physiological benefits of classroom training, including dialogue, humor, and practical use case examples. This Uniquely Engaging™ video-based format is more enjoyable and more effective than traditional eLearning formats.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

Salesforce Essentials