Salesforce Essentials

Salesforce Essentials

If your company has started using Salesforce and you need to get up to speed, this course is for you. The Instructor, a Certified Salesforce Administrator, walks you through using Salesforce for the first time. By the end of this course, you will be able to start using Salesforce to manage Leads, Accounts, Contacts, and Opportunities and track your sales activity against these objects.

Course Goal

  • Log into Salesforce and navigate the interface including Apps and Items (Tabs)
  • Learn the four most common objects in Salesforce: Leads, Accounts, Contacts, and Opportunities
  • Create and feel confident managing Leads in Salesforce
  • Gain a basic understanding of Salesforce functionalities

Who This Training Is For

  • End users
  • Executives and Managers


  • Certificate of Completion (more certification info)
  • Upon successful completion of this course, receive your Salesforce Essentials certificate


Chip Reaves

4.8 Average Rating

41 Reviews

180 Students

30 Courses

Chip Reaves

IT Entrepreneur

Chip Reaves is a serial entrepreneur who has started five successful IT companies. After 10 years of building a successful IT Service Practice in Atlanta, Chip founded the Computer Troubleshooters USA franchise system alongside Wilson & Suzanne McOrist, which became the world's largest computer service franchise and received multiple awards from Entrepreneur Magazine, Franchise Business Review, and Chip has been interviewed on TV and other major media on topics related to small business technology, including ABC News, BusinessWeek TV, the Wall Street Journal, and the New York Times. In 2010 Chip was listed among the Top 150 most influential people.

Student Feedback


Average Rating


Language: English
Level: Beginner
Duration: 1 hours
Type:  Instructor-led
Category: Technology

Training 5 or more people?

Unlimited access for your entire SAP team.

SAP Training for Business