Salesforce: leads, opportunities and a clean pipeline

Skills you'll practise

• Explain the difference between a lead and an opportunity and when to convert
• Convert a lead correctly, choosing existing accounts and contacts where they exist
• Keep opportunities accurate: stage, close date, amount and next step
• Use Path's key fields and guidance and add contact roles to an opportunity
• Respond correctly to a duplicate alert and explain matching and duplicate rules
• Explain what a report, a report type and a dashboard are

Course outline

1. 1.Salesforce for sales repsVideo · 1 min
2. 2.Leads and converting themLesson · 15 min
3. 3.Working opportunitiesLesson · 15 min
4. 4.Clean data and reportingLesson · 15 min
5. 5.Salesforce: leads, opportunities and a clean pipeline: knowledge checkKnowledge check · 15 questions
6. 6.Final exam12 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

• Trailhead: Create and Convert Leads as Potential Customers
• Trailhead: Work Your Opportunities (stages, probability, contact roles)
• Trailhead: Visualize Success with Path and Kanban
• Trailhead: Improve Data Quality in Salesforce (matching rules and duplicate rules)
• Trailhead: Get to Know Lightning Reports and Dashboards