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Salesforce.com, Part 2: Leads and Dashboards

with expert John Wiley & Sons

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Course at a glance

Included in these subscriptions:

  • Creative Design Power Pack
  • Power Pack Plus

Release date Release date 3/3/2015
Level Level Beginner
Runtime Runtime 1h 27m
Platform Platform Major browsers on Windows Major browsers on Windows Major browsers on Mac OSX Major browsers on Mac OSX Mobile Devices Mobile Devices
Published eBooks Published eBooks Included
Hands-on labs Hands-on labs N/A
Sample files Sample files N/A
Exams Exams N/A

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Course description

Salesforce.com is a customer relationship management (CRM) tool that allows you to manage contacts, and track sales activity including leads, sales, and customers. In this three part learning series, get to know Salesforce CRM concepts and user interface. Learn how to manage leads, work with contacts, and track sales opportunities. Make your sales data meaningful with existing or customized reports and Dashboards.


This course assumes very little familiarity Salesforce.com. This course is part of 3 courses; Salesforce.com: Introduction; Salesforce.com: Leads and Dashboards; and Salesforce.com: Importing, Manage a Team. Please be sure to view the courses in order if you are new to the material.

Meet the expert

John Wiley & Sons Our Creative Design courses are presented by experts from Wiley Publishing. Wiley is a global provider of knowledge and knowledge-enabled services that improve outcomes in areas of research, professional practice, and education. They are the publisher of award-winning journals, encyclopedias, books, and online products and services.

Course outline

Leads and Dashboards

Leads, Accounts and Contacts (20:58)
  • Introduction (00:10)
  • Using Salesforce for Sales (00:49)
  • Managing Leads (02:39)
  • Using Views (03:28)
  • Lead Qualification (03:55)
  • Accounts and Contacts (02:25)
  • Contact and Company Hierarchy (00:59)
  • Managing Notes (01:12)
  • Merging Records (01:24)
  • Adding Contacts to an Account (01:38)
  • Email and Other Activities (02:04)
  • Summary (00:10)
Working with Opportunities (30:24)
  • Introduction (00:10)
  • Creating Opportunities (04:41)
  • Opportunities Stages (01:01)
  • Opportunity Dashboards (01:40)
  • Adding Products and Quotes (02:08)
  • Collaboration (00:53)
  • Basic Collaboration Functions (05:15)
  • Social Collaboration - Chatter (02:24)
  • Team Selling Tools (05:52)
  • Managing Your Day (02:41)
  • Four Quadrant Time Management (01:34)
  • The Virtuous Follow Up Cycle (01:50)
  • Summary (00:10)
Working with Reports (13:22)
  • Introduction (00:10)
  • Reports and Dashboards (04:56)
  • Different Types of Reports (03:17)
  • Running Existing Reports (04:48)
  • Summary (00:10)
Reports and Dashboards (22:21)
  • Introduction (00:10)
  • Customizing Existing Reports (04:56)
  • Using the Report Builder (04:07)
  • Group Reports by Stage (00:50)
  • Adding a Chart (03:45)
  • Creating Dashboards (04:46)
  • Create a Dashboard Description (01:02)
  • Add Dashboard to Home Page (02:31)
  • Summary (00:10)