The Basics
  • First Steps
  • Terminology
  • Types of Fields
  • Navigation
Record Management
  • Understanding Accounts
  • Working with Contacts
  • Working the Deal - Opportunities
  • Using & Scheduling Products
Personal Settings
  • Changing your Tabs
  • Changing your Chatter & Email Settings
Communication and Relationship Management
  • Tracking Interactions: Overview & Tasks
  • Tracking Interactions: Events and Emails
List Views and Reporting
  • Creating a List View & Customizing Reports
Lightning Basics
  • Lightning UI: Salesforce Navigation
Wrapping Things Up
  • Next Steps for Success in SFDC
  • Test Your Recall
  • Answers to Final Quiz
Continue Learning - Free/Discounted Sys Admin Training
  • Learn Salesforce System Administration step-by-step