Salesforce Essentials - Online Training Course - CPDUK Certified

The Mandatory Training Group is the leading UK provider of accredited statutory and mandatory training courses for all sectors, including health and social care, education, local government, private and charity sectors.

We have supported over one million learners to reach their potential through e-learning courses and qualifications using our interactive online learning portal.

£39.99

Salesforce Essentials – Online Training Course - CPDUK Accredited.

Salesforce Essentials - Online Training Course - The Mandatory Training Group UK -

Welcome to The Mandatory Training Group's online Salesforce Essentials training course. All our online training courses, programmes and qualifications are accredited by the CPD Certification Service (CPDUK).

Salesforce Essentials

Teacher - Mia Huffman 

Learner - Sara Brunson

This online Salesforce Essentials course will teach you the basics of navigating the Salesforce.com tool. You will learn to use Salesforce to manage leads, accounts, contacts, and opportunities in this course.

          Course content

          This online Salesforce Essentials training course includes the following:

          • Unit 1: Getting started
          • Unit 2: Working records
          • Unit 3: Customising and more.

            Who is the course for?

            This online Salesforce Essentials training course is suitable for anyone whose company has just subscribed to Salesforce.com and needs to learn the basics of navigating the tool. By the end of this course, you will be able to start using Salesforce to manage Leads, Accounts, Contacts, and Opportunities and track your activity against these objects.

                            Course aims

                            This Salesforce Essentials e-learning course covers the proper navigation of Salesforce to:

                            • Appreciate the importance of the tool for effective sales management
                            • Know how to track your activities in line with the common objects in Salesforce
                            • Understand how to convert leads
                            • Gain skills in processing Opportunities.

                                                  Learning objectives

                                                  On completion of this Salesforce Essentials eLearning course, the learner will be able to:

                                                  • Login to Salesforce and navigate the interface, including Apps and Items (Tabs)
                                                  • Describe most common objects in Salesforce: Leads, Accounts, Contacts, and Opportunities
                                                  • Create and manage Leads
                                                  • Track activities such as phone calls, planned events, deadlines, and emails related to a Salesforce object (e.g., a Lead and Opportunity)
                                                  • Convert a Lead into an Account, Contact, and Opportunity
                                                  • Create and edit Opportunities, including progressing through the stages of the sale
                                                  • Create your List Views and mark records as Favorites so you can quickly see the records most important to you
                                                  • Search your Salesforce records, including using wildcards to search partial values.

                                                              Learning outcomes

                                                              Once you have completed this online Salesforce Essentials training course, the learner will be able to:

                                                              • Identify the objects in Salesforce
                                                              • Explain the tracking process of sales activities related to Salesforce
                                                              • Use wildcards to search partial values
                                                              • State how editing  Opportunities, including progressing through the stages of the sale, brings out effective sales.

                                                              Download Full Course Description (PDF)

                                                              Salesforce Essentials - Online Training Course - The Mandatory Training Group UK -

                                                              Salesforce Essentials – Online Training Course - CPDUK Accredited.


                                                              Instant Access

                                                              Gain instant access to your course(s) upon purchasing through our website

                                                              Login credentials are sent immediately to the customer to the email address provided during the checkout process

                                                              We also advise all customers to check their spam and junk mail folders in case your mail server has diverted the email there

                                                              Learn Anytime, Anywhere, On Any Device

                                                              Learn at your own pace, at a time and place convenient to your circumstances

                                                              Individual learners can access their course material(s) 24/7 for 365 days from the date of purchase

                                                              In the case of organisations that order multiple licences for future use, the countdown will start when learners are allocated to the training course(s)

                                                              Assessment and Certification

                                                              Unlimited attempts to complete end of course assessments

                                                              On successful completion, download, print/save quality-assured CPD certificate

                                                              Online Support 24/7

                                                              Customer service teams interact with clients through email and live chat support

                                                              100% Money-Back Guarantee

                                                              We want you to be completely satisfied with your training. We offer a 14-day money-back guarantee if you are not 100% satisfied

                                                              Refund policy

                                                              To request a refund, you should email our support team with your receipt stating why you would like to be reimbursed

                                                              You, or your learners, must not complete the training to make a valid refund claim. Any courses that have been completed and those with certificates achieved will not be valid for a refund

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                                                              End of course assessment

                                                              At the end of this course, learners are required to complete an online end of course assessment. On successful completion of the assessment (80% pass mark), learners may download a FREE CPD certificate from their profile page.

                                                              Certification

                                                              On successful completion of this e-learning course and end of course assessment, the learner may download, save and/or print a quality assured CPD certificate (recognised internationally). Our CPD certificate can be used to provide evidence for compliance and audit or Continuing Professional Development (CPD).

                                                              Course accreditation

                                                              The CPD Certification Service accredits all our online training courses and programmes as conforming to universally accepted Continuous Professional Development (CPD) guidelines.rses meet the latest guidance and best practice recommendations.
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                                                              The Mandatory Training Group - CPDUK Accredited E-Learning Providers.


                                                              Why choose our accredited e-learning courses and programmes?

                                                              The benefits of using our accredited e-learning courses in the workplace include:

                                                                CPDUK accredited e-learning provider
                                                                Ofqual approved training centre (UK qualifications)
                                                                Internationally recognised CPD and Ofqual approved certificates
                                                                Wide range of courses and qualifications that meet UK legislation and guidelines
                                                                Over 500 online courses and programmes that cover multiple sectors
                                                                Free blended learning environment for individuals and organisations
                                                                Immediate access to online courses and programmes
                                                                Highly interactive e-learning portal
                                                                Substantial cost reductions (no travel fees and other expenses)
                                                                Self-paced online learning
                                                                Low carbon footprint through e-learning
                                                                Repository of online learning materials and assessments
                                                                Fully qualified and experienced trainers, instructors and assessors
                                                                Experienced subject matter experts and content developers
                                                                Conversion of existing classroom courses to e-learning courses
                                                                All training courses meet the latest guidance and best practice recommendations.

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                                                              The Mandatory Training Group - CPDUK Accredited E-Learning Providers.

                                                              To enrol on this e-learning course, please add the course to your basket. From there, you will be redirected to our secure checkout page to complete your booking.

                                                              If you are booking the course for someone else, please click the ‘Buy For Others’ button at the upper right hand of this page.

                                                              Once your payment has been confirmed, you will receive a booking confirmation email with a receipt. Immediately after purchase, you will receive an email with further instructions and unique login credentials to access your learner account. Next, you will need to follow the instructions and login to your learner account.

                                                              Our courses are divided into six units. You can either read or listen to the course materials. At the end of each unit is a ‘knowledge check’ section. This section helps the learners remember what they have learnt.

                                                              Our online training courses can be completed on your desktop computer/Mac, laptop, tablet or mobile device. These online courses are easily accessible as long as there is an internet connection.

                                                              These online training courses are self-paced. Therefore, learners have full control and flexibility on when they wish to complete the material.

                                                              There is no deadline for completion. The course will expire from a learner’s account after 365 days, whether it has been accessed or not.

                                                              Yes. All end of course assessments are completed online.

                                                              Learners are required to achieve a passing rate of 80% or more to complete the course and gain a CPD certificate.

                                                              To obtain your certificate, you need to complete the end of course assessment first. A passing rate of 80% or more is required to gain a CPD certificate.

                                                              Obtained certificates can be downloaded from the learner’s profile page.

                                                              We want you to be completely satisfied with your training. Thus, we offer a 14-day money-back guarantee if you are not 100% satisfied.To request a refund, you should email our Support Team with your receipt stating why you would like to be refunded. Any courses that have been completed and those with certificates will not be valid for a refund.

                                                              Yes, you can access the learning materials from any electronic device that has an internet connection. However, we recommend that you use a desktop or laptop device for the best learning experience. These online courses can also be taken on tablets and mobile devices, such as iPads, iPhone and Android mobile phones.

                                                              For the best possible experience, we recommend that learners use Google Chrome, Microsoft Edge, Internet Explorer 11 or Firefox. Please ensure no updates are pending on your browser.

                                                              There is no estimated completion time for this course. Learners can study in their own time at their speed. Learners may pause, leave and come back to the system to continue the training at any time.

                                                              The CPD hours depend on how long each learner takes to complete the course materials and assessments. Each course will indicate the anticipated completion time. This gives a general indication of the CPD hours for those who are required to submit their continuing professional development hours.

                                                              The Mandatory Training Group - CPDUK Accredited E-Learning Providers.

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