Learning the essentials of Salesforce - Salesforce Video Tutorial

<!DOCTYPE html> <html lang="en"> <head> <meta name="pageKey" content="d_learning_course_video_guest">  <meta name="linkedin:pageTag" content="view_video"> <meta name="locale" content="en_US"> <meta id="config" data-app-version="2.0.2217" data-call-tree-id="AAYn2lpzrq6MkSHVInIbrg==" data-multiproduct-name="learning-guest-frontend" data-service-name="learning-guest-frontend" data-browser-id="9ba0b796-7afb-43cd-8530-f1ddbdfaf83c" data-enable-page-view-heartbeat-tracking data-page-instance="urn:li:page:learning_course_video_guest;DMvyb0WlQN2zh2N/NRM9HQ==" data-disable-jsbeacon-pagekey-suffix="false" data-member-id="0"> <link rel="canonical" href="https://www.linkedin.com/learning/salesforce-essential-training-2021/learning-the-essentials-of-salesforce">     <link rel="manifest" href="/homepage-guest/manifest.json" crossorigin="use-credentials">  <script> function getDfd() {let yFn,nFn;const p=new Promise(function(y, n){yFn=y;nFn=n;});p.resolve=yFn;p.reject=nFn;return p;} window.lazyloader = getDfd(); window.tracking = getDfd(); window.impressionTracking = getDfd(); window.ingraphTracking = getDfd(); window.appDetection = getDfd(); window.pemTracking = getDfd(); </script>  <link rel="icon" href="https://static.licdn.com/aero-v1/sc/h/444zstxv7s91nepfm5et6ofge"> <title>Learning the essentials of Salesforce - Salesforce Video Tutorial | LinkedIn Learning, formerly Lynda.com</title> <meta name="robots" content="noarchive, max-image-preview:large"> <meta name="description" content="In this video, learn the term CRM and discover that Salesforce is a CRM. The use of a CRM such as Salesforce increases the effectiveness of sales teams by keeping all customer information in one powerful place."> <meta property="og:site_name" content="LinkedIn"> <meta name="twitter:site" content="@LI_Learning"> <meta name="twitter:card" content="summary"> <meta name="litmsProfileName" content="learning-guest-frontend"> <meta property="og:title" content="Learning the essentials of Salesforce - Salesforce Video Tutorial | LinkedIn Learning, formerly Lynda.com"> <meta name="twitter:title" content="Learning the essentials of Salesforce - Salesforce Video Tutorial | LinkedIn Learning, formerly Lynda.com"> <meta property="og:description" content="In this video, learn the term CRM and discover that Salesforce is a CRM. 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The use of a CRM such as Salesforce increases the effectiveness of sales teams by keeping all customer information in one powerful place."> <meta property="og:image" content="https://media.licdn.com/dms/image/v2/C4E0DAQG3Ft9uFJDUiQ/learning-public-crop_675_1200/learning-public-crop_675_1200/0/1620328663661?e=2147483647&v=beta&t=wp34nEsHUD9aK_LWE8VAKTo-1pKpd3u__7XC8nqOK7c"> <meta name="twitter:image" content="https://media.licdn.com/dms/image/v2/C4E0DAQG3Ft9uFJDUiQ/learning-public-crop_675_1200/learning-public-crop_675_1200/0/1620328663661?e=2147483647&v=beta&t=wp34nEsHUD9aK_LWE8VAKTo-1pKpd3u__7XC8nqOK7c">  <meta property="og:url" content="https://www.linkedin.com/learning/salesforce-essential-training-2021/learning-the-essentials-of-salesforce"> <meta property="og:type" content="website"> <meta name="clientSideIngraphs" content="1" data-gauge-metric-endpoint="/learning-guest/api/ingraphs/gauge" data-counter-metric-endpoint="/learning-guest/api/ingraphs/counter"> <link rel="stylesheet" href="https://static.licdn.com/aero-v1/sc/h/b2sn84ibusnmmqygar9zphel"> <script type="application/ld+json"> {"@context":"http://schema.org/","@type":"VideoObject","name":"Learning the essentials of Salesforce - Salesforce Essential Training (2021)","author":{"@type":"Person","name":"Jamie Grettum","url":"https://www.linkedin.com/learning/instructors/jamie-grettum"},"thumbnailUrl":"https://media.licdn.com/dms/image/v2/C4E0DAQG3Ft9uFJDUiQ/learning-public-crop_675_1200/learning-public-crop_675_1200/0/1620328663661?e=2147483647&v=beta&t=wp34nEsHUD9aK_LWE8VAKTo-1pKpd3u__7XC8nqOK7c","description":"Learn how to use Salesforce to manage a sales pipeline and existing customers.","duration":"PT1M8S","datePublished":"2021-05-10","uploadDate":"2021-05-10","requiresSubscription":false,"isAccessibleForFree":true,"contentUrl":"https://www.linkedin.com/learning/salesforce-essential-training-2021/learning-the-essentials-of-salesforce","interactionCount":232961,"interactionStatistic":[{"@type":"InteractionCounter","interactionType":"http://schema.org/WatchAction","userInteractionCount":232961}],"transcript":" - [Jamie] Are you starting a new job and need to quickly learn the basics of Salesforce? Or maybe your company's rolling out Salesforce and you need to get up to speed. I'm Jamie Grettum, I'm a Salesforce trainer and consultant and I've put together a course that covers the core features of Salesforce. Salesforce does a lot. In this course, we focus on the tools and functionality used by someone in sales or sales support or even marketing, all of you in customer-facing roles who need to plan, log, and manage your customer actions. In this course, you'll learn to use Salesforce in the Lightning interface, but more than that, I draw on my years of experience in sales operations as a business analyst to highlight for you what I know about leadership expectations for using Salesforce and how you can use Salesforce to stay focused on the actions required to further your client conversations. So join me, Jamie Grettum, in learning the essentials of Salesforce. Let's get started. 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babybear:flex-none babybear:w-full babybear:flex-none babybear:w-full"> <h1 class="top-card-layout__title font-sans text-lg papabear:text-xl font-bold leading-open text-color-text mb-0"> Learning the essentials of Salesforce - <a href="https://www.linkedin.com/learning/topics/salesforce?trk=video_title_to_software_topic" data-tracking-will-navigate="true" data-tracking-control-name="video_title_to_software_topic">Salesforce</a> Tutorial </h1> <h2 class="top-card-layout__headline break-words font-sans text-md leading-open text-color-text"> From the course: <a href="https://www.linkedin.com/learning/salesforce-essential-training-2021?trk=course_title" data-tracking-control-name="course_title" data-tracking-will-navigate="true" class="from-the-course__link">Salesforce Essential Training (2021)</a> </h2>   <div class="top-card-layout__cta-container flex flex-wrap mt-0.5 papabear:mt-0 ml-[-12px]"> <a href="http://www.linkedin.com/learning/subscription/products?courseSlug=salesforce-essential-training-2021&destRedirectURL=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Flearning%2Fsalesforce-essential-training-2021%2Flearning-the-essentials-of-salesforce&trk=course_info&upsellTrk=lil_upsell_course_info_subscription" data-tracking-control-name="lil_upsell_course_info_subscription" data-tracking-impression-name="lil_upsell_course_info_subscription" data-litms-tracking-control-name="lil_upsell_course_info_subscription" data-tracking-will-navigate class="top-card__upsell-link top-card-layout__cta mt-2 ml-1.5 h-auto babybear:flex-auto top-card-layout__cta--primary btn-md btn-primary" data-test-live-course-sub-upsell> Start my 1-month free trial </a> <a class="buy-for-your-team-cta__link top-card-layout__cta mt-2 ml-1.5 h-auto babybear:flex-auto top-card-layout__cta--secondary btn-md btn-secondary" 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data-tracking-control-name="offline-tab" data-id="tab__button" role="tab" tabindex="-1" id="content-tabs__offline-btn" data-test-live-offline-tab> View Offline </button> </li> </ul>  <div class="tab__panel" tabindex="0" role="tabpanel"> <section class="core-section-container my-3 transcripts">  <h2 class="core-section-container__title section-title"> Learning the essentials of Salesforce </h2>  <div class="core-section-container__content break-words"> <div class="transcripts__copy"> <span class="transcripts__quotation">“</span> <p> - [Jamie] Are you starting a new job and need to quickly learn the basics of Salesforce? Or maybe your company's rolling out Salesforce and you need to get up to speed. I'm Jamie Grettum, I'm a Salesforce trainer and consultant and I've put together a course that covers the core features of Salesforce. Salesforce does a lot. In this course, we focus on the tools and functionality used by someone in sales or sales support or even marketing, all of you in customer-facing roles who need to plan, log, and manage your customer actions. In this course, you'll learn to use Salesforce in the Lightning interface, but more than that, I draw on my years of experience in sales operations as a business analyst to highlight for you what I know about leadership expectations for using Salesforce and how you can use Salesforce to stay focused on the actions required to further your client conversations. So join me, Jamie Grettum, in learning the essentials of Salesforce. Let's get started. </p> </div> </div> </section> </div>  <div class="tab__panel" tabindex="0" role="tabpanel" hidden> <section class="core-section-container my-3 offline">  <h2 class="core-section-container__title section-title"> Download courses and learn on the go </h2>  <div class="core-section-container__content break-words"> <p class="offline__description"> Watch courses on your mobile device without an internet connection. Download courses using your iOS or Android LinkedIn Learning app. </p> <div class="offline__link-container"> <a class="offline__link" href="https://itunes.apple.com/app/apple-store/id1084807225?ls=1&pt=10746&mt=8&ct=learning_course_tab_viewoffline&trk=apple_app_store" data-tracking-control-name="apple_app_store" data-tracking-will-navigate rel="noopener noreferrer" target="_blank"> <img alt="Download on the App Store" class="offline__image" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/emczv26hz24woii2j4aleyry"> </a> <a class="offline__link" href="https://play.google.com/store/apps/details?id=com.linkedin.android.learning&referrer=utm_source%3Dlinkedinlearning%26utm_medium%3DmobileWeb%26utm_campaign%3Dlearning_guest&ct=learning_course_tab_viewoffline&trk=google_play_store" data-tracking-control-name="google_play_store" data-tracking-will-navigate rel="noopener noreferrer" target="_blank"> <img alt="Get it on Google Play" class="offline__image" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/535kqf5rsexfx0lucb3t6palb"> </a> </div> <div class="footer-upsell-link"> <span class="footer-upsell-link__description"> Watch this course anytime, anywhere. </span> <a href="http://www.linkedin.com/learning/subscription/products?courseSlug=salesforce-essential-training-2021&destRedirectURL=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Flearning%2Fsalesforce-essential-training-2021%2Flearning-the-essentials-of-salesforce&trk=offline_viewing&upsellTrk=lil_upsell_offline_viewing_subscription" data-tracking-control-name="lil_upsell_offline_viewing_subscription" data-tracking-impression-name="lil_upsell_offline_viewing_subscription" data-litms-tracking-control-name="lil_upsell_offline_viewing_subscription" data-tracking-will-navigate class="offline__upsell-link" data-test-live-offline-footer-sub-upsell> Get started with a free trial today. </a> </div> </div> </section> </div> </div> </div> </section> <section class="right-rail papabear:w-right-rail-width papabear:ml-column-gutter mamabear:max-w-[790px] mamabear:px-mobile-container-padding babybear:max-w-[790px] babybear:px-mobile-container-padding"> <section class="table-of-contents mb-4"> <h2 class="table-of-contents__header"> Contents </h2> <ul class="table-of-contents__list"> <li class="toc-section"> <div class="show-more-less"> <button class="show-more-less__button show-more-less__more-button show-more-less-button show-more-less__button--hide" aria-expanded="true" data-tracking-control-name="learning-course_toc-section_show_more"> Introduction <icon class="show-more-less__button--chevron show-more-less-button-icon" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cyolgscd0imw2ldqppkrb84vo"></icon> </button> <button class="show-more-less__button show-more-less__less-button show-more-less-button " aria-expanded="true" data-tracking-control-name="learning-course_toc-section_show_more"> Introduction <icon class="show-more-less__button--chevron show-more-less-button-icon" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/4chtt12k98xwnba1nimld2oyg"></icon> </button> <ul data-max-num-to-show="0" class="show-more-less__list " data-impression-id="learning-course_toc-section_show-more-less"> <li class="toc-item toc-item--active"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/learning-the-essentials-of-salesforce?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="true"> <icon class="table-of-contents__item-status table-of-contents__item-status--unlocked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/5jwhkytplzxiejvhzfu0t7m8l" data-svg-class-name="table-of-contents__item-status-svg--unlocked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Learning the essentials of Salesforce </div> <div class="table-of-contents__item-duration"> 1m 8s </div> </div> </a> </li> </ul>  </div> </li> <li class="toc-section"> <div class="show-more-less"> <button class="show-more-less__button show-more-less__more-button show-more-less-button " aria-expanded="false" data-tracking-control-name="learning-course_toc-section_show_more"> 1. Getting Started with Salesforce <icon class="show-more-less__button--chevron show-more-less-button-icon" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cyolgscd0imw2ldqppkrb84vo"></icon> </button> <button class="show-more-less__button show-more-less__less-button show-more-less-button show-more-less__button--hide" aria-expanded="false" data-tracking-control-name="learning-course_toc-section_show_more"> 1. Getting Started with Salesforce <icon class="show-more-less__button--chevron show-more-less-button-icon" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/4chtt12k98xwnba1nimld2oyg"></icon> </button> <ul data-max-num-to-show="0" class="show-more-less__list show-more-less__list--hide-after-0" data-impression-id="learning-course_toc-section_show-more-less"> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/accessing-salesforce-through-your-company?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <icon class="table-of-contents__item-status table-of-contents__item-status--unlocked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/5jwhkytplzxiejvhzfu0t7m8l" data-svg-class-name="table-of-contents__item-status-svg--unlocked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Accessing Salesforce through your company </div> <div class="table-of-contents__item-duration"> 1m 54s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/accessing-salesforce-on-your-own?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <icon class="table-of-contents__item-status table-of-contents__item-status--unlocked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/5jwhkytplzxiejvhzfu0t7m8l" data-svg-class-name="table-of-contents__item-status-svg--unlocked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Accessing Salesforce on your own </div> <div class="table-of-contents__item-duration"> 2m 1s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/how-salesforce-organizes-your-customer-data?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> How Salesforce organizes your customer data </div> <div class="table-of-contents__item-duration"> 4m 35s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/how-to-navigate-salesforce?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> How to navigate Salesforce </div> <div class="table-of-contents__item-duration"> 3m 10s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/using-search-in-salesforce?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Using search in Salesforce </div> <div class="table-of-contents__item-duration"> 2m 6s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/rely-on-the-salesforce-home-tab?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Rely on the Salesforce home tab </div> <div class="table-of-contents__item-duration"> 3m 59s </div> </div> </a> </li> </ul>  </div> </li> <li class="toc-section"> <div class="show-more-less"> <button class="show-more-less__button show-more-less__more-button show-more-less-button " aria-expanded="false" data-tracking-control-name="learning-course_toc-section_show_more"> 2. Manage Current Customers as Accounts and Contacts <icon class="show-more-less__button--chevron show-more-less-button-icon" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cyolgscd0imw2ldqppkrb84vo"></icon> </button> <button class="show-more-less__button show-more-less__less-button show-more-less-button show-more-less__button--hide" aria-expanded="false" data-tracking-control-name="learning-course_toc-section_show_more"> 2. Manage Current Customers as Accounts and Contacts <icon class="show-more-less__button--chevron show-more-less-button-icon" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/4chtt12k98xwnba1nimld2oyg"></icon> </button> <ul data-max-num-to-show="0" class="show-more-less__list show-more-less__list--hide-after-0" data-impression-id="learning-course_toc-section_show-more-less"> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/how-to-create-accounts?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> How to create accounts </div> <div class="table-of-contents__item-duration"> 3m 24s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/how-to-add-contacts-to-accounts?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> How to add contacts to accounts </div> <div class="table-of-contents__item-duration"> 2m 50s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/how-to-create-tasks?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> How to create tasks </div> <div class="table-of-contents__item-duration"> 4m 21s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/use-list-views?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Use list views </div> <div class="table-of-contents__item-duration"> 2m 29s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/create-custom-list-views?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Create custom list views </div> <div class="table-of-contents__item-duration"> 3m 29s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/use-simple-account-and-contact-reports?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Use simple account and contact reports </div> <div class="table-of-contents__item-duration"> 3m 13s </div> </div> </a> </li> </ul>  </div> </li> <li class="toc-section"> <div class="show-more-less"> <button class="show-more-less__button show-more-less__more-button show-more-less-button " aria-expanded="false" data-tracking-control-name="learning-course_toc-section_show_more"> 3. Manage Potential Deals as Opportunities <icon class="show-more-less__button--chevron show-more-less-button-icon" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cyolgscd0imw2ldqppkrb84vo"></icon> </button> <button class="show-more-less__button show-more-less__less-button show-more-less-button show-more-less__button--hide" aria-expanded="false" data-tracking-control-name="learning-course_toc-section_show_more"> 3. Manage Potential Deals as Opportunities <icon class="show-more-less__button--chevron show-more-less-button-icon" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/4chtt12k98xwnba1nimld2oyg"></icon> </button> <ul data-max-num-to-show="0" class="show-more-less__list show-more-less__list--hide-after-0" data-impression-id="learning-course_toc-section_show-more-less"> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/what-are-opportunities-in-salesforce?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> What are opportunities in Salesforce? </div> <div class="table-of-contents__item-duration"> 3m 20s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/how-to-create-an-opportunity?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> How to create an opportunity </div> <div class="table-of-contents__item-duration"> 4m 23s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/link-contacts-to-opportunities?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Link contacts to opportunities </div> <div class="table-of-contents__item-duration"> 1m 56s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/how-path-can-save-you-time?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> How Path can save you time </div> <div class="table-of-contents__item-duration"> 2m 5s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/use-the-kanban-to-keep-opportunities-updated?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Use the Kanban to keep opportunities updated </div> <div class="table-of-contents__item-duration"> 2m 19s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/how-to-use-opportunity-reports-and-dashboards?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> How to use opportunity reports and dashboards </div> <div class="table-of-contents__item-duration"> 2m </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/manage-activities-to-move-deals-forward?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Manage activities to move deals forward </div> <div class="table-of-contents__item-duration"> 3m 37s </div> </div> </a> </li> </ul>  </div> </li> <li class="toc-section"> <div class="show-more-less"> <button class="show-more-less__button show-more-less__more-button show-more-less-button " aria-expanded="false" data-tracking-control-name="learning-course_toc-section_show_more"> 4. Manage Prospects as Leads <icon class="show-more-less__button--chevron show-more-less-button-icon" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cyolgscd0imw2ldqppkrb84vo"></icon> </button> <button class="show-more-less__button show-more-less__less-button show-more-less-button show-more-less__button--hide" aria-expanded="false" data-tracking-control-name="learning-course_toc-section_show_more"> 4. Manage Prospects as Leads <icon class="show-more-less__button--chevron show-more-less-button-icon" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/4chtt12k98xwnba1nimld2oyg"></icon> </button> <ul data-max-num-to-show="0" class="show-more-less__list show-more-less__list--hide-after-0" data-impression-id="learning-course_toc-section_show-more-less"> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/what-are-leads-in-salesforce?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> What are leads in Salesforce </div> <div class="table-of-contents__item-duration"> 2m 42s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/managing-a-lead-through-qualification?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Managing a lead through qualification </div> <div class="table-of-contents__item-duration"> 3m 38s </div> </div> </a> </li> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/how-to-convert-a-lead-into-a-customer?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> How to convert a lead into a customer </div> <div class="table-of-contents__item-duration"> 2m 39s </div> </div> </a> </li> </ul>  </div> </li> <li class="toc-section"> <div class="show-more-less"> <button class="show-more-less__button show-more-less__more-button show-more-less-button " aria-expanded="false" data-tracking-control-name="learning-course_toc-section_show_more"> Conclusion <icon class="show-more-less__button--chevron show-more-less-button-icon" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cyolgscd0imw2ldqppkrb84vo"></icon> </button> <button class="show-more-less__button show-more-less__less-button show-more-less-button show-more-less__button--hide" aria-expanded="false" data-tracking-control-name="learning-course_toc-section_show_more"> Conclusion <icon class="show-more-less__button--chevron show-more-less-button-icon" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/4chtt12k98xwnba1nimld2oyg"></icon> </button> <ul data-max-num-to-show="0" class="show-more-less__list show-more-less__list--hide-after-0" data-impression-id="learning-course_toc-section_show-more-less"> <li class="toc-item"> <a data-tracking-control-name="learning-course_tocItem" data-tracking-will-navigate href="https://www.linkedin.com/learning/salesforce-essential-training-2021/next-steps?autoplay=true&trk=learning-course_tocItem" class="toc-item__link" aria-current="false"> <span class="a11y-text">(Locked)</span> <icon class="table-of-contents__item-status table-of-contents__item-status--locked" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/cfu0devb5o77ym5x8vv0oilfz" data-svg-class-name="table-of-contents__item-status-svg--locked"></icon> <div class="table-of-contents__item-details"> <div class="table-of-contents__item-title"> Next steps </div> <div class="table-of-contents__item-duration"> 55s </div> </div> </a> </li> </ul>  </div> </li> </ul> </section> </section> </main> <div class="pre-footer "> <section class="core-section-container my-3 price-disclaimer">    <div class="core-section-container__content break-words"> <p class="price-disclaimer__copy"> <sup class="price-disclaimer__copy--sup">*</sup>Price may change based on profile and billing country information entered during Sign In or Registration </p> </div> </section> <section class="tw-linkster bg-cool-gray-20 browse-map" data-impression-id="learning-course_linkster" data-js-module-id="linkster"> <div class="max-w-screen-content-max-w w-full flex justify-between my-0 mx-auto mamabear:px-3 babybear:px-2 babybear:flex-col"> <div class="flex-1 w-1/2 pt-2 pr-4 pb-4 pl-0 babybear:pb-2 babybear:w-full babybear:border-b-1 babybear:border-solid babybear:border-color-border-low-emphasis babybear:last:border-b-0"> <h3 class="text-md font-bold text-color-text leading-open"> Explore Business Topics </h3> <ul class="my-1"> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/business-analysis-and-strategy?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Business Analysis and Strategy </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/business-software-and-tools?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Business Software and Tools </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/career-development-5?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Career Development </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/customer-service-3?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Customer Service </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/diversity-equity-and-inclusion-dei?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Diversity, Equity, and Inclusion (DEI) </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/finance-and-accounting?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Finance and Accounting </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/human-resources-3?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Human Resources </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/leadership-and-management?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Leadership and Management </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/marketing-2?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Marketing </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/professional-development?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Professional Development </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/project-management?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Project Management </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/sales-3?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Sales </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/small-business-and-entrepreneurship?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Small Business and Entrepreneurship </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/training-and-education?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Training and Education </a> </li> </ul> <a class="link tw-linkster-general-link" aria-label="See all business courses" href="https://www.linkedin.com/learning/topics/business?trk=learning-course_browsemap_general-link" data-tracking-control-name="learning-course_browsemap_general-link" data-tracking-will-navigate> See all </a> </div> <div class="flex-1 w-1/2 pt-2 pr-4 pb-4 pl-0 babybear:pb-2 babybear:w-full babybear:border-b-1 babybear:border-solid babybear:border-color-border-low-emphasis babybear:last:border-b-0"> <h3 class="text-md font-bold text-color-text leading-open"> Explore Creative Topics </h3> <ul class="my-1"> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/aec?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> AEC </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/animation-and-illustration?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Animation and Illustration </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/audio-and-music?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Audio and Music </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/graphic-design?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Graphic Design </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/motion-graphics-and-vfx?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Motion Graphics and VFX </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="https://www.linkedin.com/learning/topics/photography-2?trk=learning-course_browsemap_link" data-js-module-id="link-column-link" data-tracking-control-name="learning-course_browsemap_link" data-tracking-will-navigate> Photography </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" 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