Salesforce essentials

What you will be able to do

Skills you add to your Herizon profile when you finish: Salesforce.

• Explain how Salesforce organises data, and what leads, accounts, contacts and opportunities are.
• Convert a lead and move a deal through a pipeline honestly.
• Build a report and a dashboard chart.
• Recognize automation (Flow) and know when it fits.
• Keep data clean and know the free path to a certification.

Who it is for

Anyone stepping into a role that uses Salesforce: sales, sales operations, customer support, marketing, or an admin-adjacent job. No technical background needed.

The situation you work through

Jonna, a new sales development rep at Nordlight Software in Helsinki, logs one lead, Tuomas Hirvonen of Kaivo Logistics, through conversion to an opportunity and a pipeline report, a step per page.

Your practice task

In a free Salesforce Developer Edition org, create one invented lead, convert it to an account, contact and opportunity, move the opportunity forward a stage, and build a report of open opportunities grouped by stage with a dashboard chart. Submit screenshots of the converted records, report and dashboard (no real customer data) and a one-paragraph description of what you built.

What is inside

1. What a CRM is, and how Salesforce thinks
2. Leads, accounts, and moving a deal through the pipeline
3. Reports and dashboards
4. Automation: what Flow does and when it is used
5. Keeping the data clean
6. Practising for free, and the certification path

and 1 more page

Finish with a short quiz to earn your certificate.