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Courses/Business/Sales skills

Salesforce Essentials (2026)

Start using Salesforce effectively today.

Created byBigger Brainsworkspace_premium
All LevelsUpdated Oct 8, 2026
Salesforce Essentials (2026)

What You'll Learn

check_circleLog into Salesforce and navigate the interface including Apps and Items (Tabs)
check_circleDescribe the 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
check_circleConvert a Lead into an Account, Contact, and Opportunity
check_circleCreate and edit Opportunities including progressing through the stages of the sale

About This Course

Has your company started using Salesforce? 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.

You'll learn to navigate the interface and start creating all of the key elements necessary. Then you will learn how to track activities and manage your information through the stages of your sales process. You'll also learn how to create custom views and search the system for specific data.

By the end of this course, you will be able to get started using many of the features of Salesforce to manage Leads, Accounts, Contacts, and Opportunities and track your sales activity against these objects.

Topics covered include:

  • Log into Salesforce and navigate the interface including Apps and Items (Tabs)
  • Describe the most common objects in Salesforce: Leads, Accounts, Contacts, and Opportunities
  • Create and manage leads
  • Track activities such as phone calls, planned events, deadlines, and emails related to a Salesforce object
  • Convert a Lead into an Account, Contact, and Opportunity
  • Create and edit Opportunities including progressing through the stages of the sale
  • Create your own List Views and mark records as Favorites to quickly view records most important to you
  • Search your Salesforce records including wildcards to search partial values

Enjoy award-winning HD content in the "Uniquely Engaging"TM Bigger Brains Teacher-Learner style!

Your Instructors

Bigger Brains
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.

Mia  Huffman
Mia Huffman

Salesforce Admin and Consultant

Mia Huffman is a Salesforce Admin and Consultant who has worked with Salesforce since 2001 and was an inaugural Dreamforce speaker. She is an independent consultant specializing in the design, implementation, support, maintenance, and documentation of Salesforce.com, with over 40 clients, and she is a Certified Salesforce Administrator. Most recently, Mia was Global Salesforce Administrator at Milliken & Company (August 2022 to November 2025). Before that, she was a Salesforce Administrator at Honeywell (June 2021 to August 2022) and a Consultant at rockITdata (April 2019 to August 2022). She also worked as a Salesforce.com Implementation/Support Consultant at Green Link Solutions (May 2017 to August 2022) and at IAG – Insurance Applications Group, Inc. (April 2017 to August 2022), both in the Greenville-Spartanburg-Anderson, South Carolina area. Mia holds a BS in Industrial Technology & Human Resource Development from Clemson University, where she graduated magna cum laude and took part in Crew. She holds the Salesforce Certified Administrator (SCA) credential, issued December 2018. She is open to volunteering for education and employment/workforce development causes.

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.

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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.

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