Salesforce Essentials – Online Training Course – CPDUK Certified
£39.99
Mandatory Compliance is a leading UK provider of accredited online training courses for health and social care professionals and organisations that are approved by the CPD Certification Service (CPDUK), RoSPA, IATP, IFE, IIRSM and Gatehouse Awards.
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Salesforce Essentials – Online Training Course - CPDUK Accredited.
Welcome to our 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.
Entry requirements - no prerequisites required
Assessment type - Complete end of course assessment (80% needed to pass and gain CPD certificate)
Certification/Qualification - Downloadable CPD certified certificate
Cost(s) of assessment and certification - Assessment and certification costs included in the course price
Course accreditation - CPD Certification Service (CPDUK)
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.
What is covered in this course?
This online Salesforce Essentials training course includes the following:
- Unit 1: Getting started
- Unit 2: Working records
- Unit 3: Customising and more.
Salesforce Essentials – Online Training Course - CPDUK Accredited.
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.
Why is this online Salesforce Essentials training course essential?
All individuals in sales would gain key skills to know the common objects and track related activities to a Salesforce object. You would also gain knowledge on editing and marking records to identify what is important to you.
Salesforce Essentials – Online Training Course - CPDUK Accredited.
Health & Social Care eLearning Courses - Online Training Courses - Leading UK Providers - CPDUK Accredited

Our online courses and programmes range from introductory modules at Level 1 (awareness/beginner) to advanced and expert modules up to Level 6.
Our e-learning modules count towards CPD hours for professionals in various sectors as well as meeting mandatory and statutory requirements (where relevant).
Online Health and Social Care Training Courses - E-Learning Providers - CPDUK Accredited elearning Courses.
Health & Social Care eLearning Courses - Online Training Courses - Leading UK Providers - CPDUK Accredited
The Mandatory Training Group is an accredited and trusted leading provider of statutory and mandatory training for health and social care providers across all UK regions.
Established by qualified health and social care professionals, we have extensive experience in various NHS, private and education sectors. Click here to see our full range of accredited courses, programmes and qualifications.
Staff working in health and social care environments must ensure that they complete appropriate statutory and mandatory training to provide safe and effective services.
Our health and social care training courses, programmes and qualifications were designed to provide effective learning and development opportunities for staff at all levels. Our packages include induction training, statutory and mandatory courses and continuing professional development (CPD).
Our statutory, mandatory and specialist health and social care training courses are delivered in line with the relevant UK legislation and recommended practice and standards including:
- Continuing Professional Development (CPD)
- Care Quality Commission (CQC)
- Health and Safety Executive (HSE)
- National Institute for Health and Clinical Excellence (NICE)
- Qualifications and Credits Framework (QCF).
We provide over 500 online CPD accredited training courses, programmes and qualifications. These course materials were developed to meet the needs of individuals and organisations from both the NHS and private sectors.
Some of the key benefits include health and social care workers to meet both their responsibilities and job roles, which are ideal for induction, awareness, knowledge and refresher training.
- Online, self-paced training
- 24-hour learner support
- High-quality interactive courses
- Intuitive learning management system
- Complete modules within 1-2 hours
- Meet organisational mandatory training needs
- Meet training requirements for statutory training
- Instant digital CPD certificates on completion
- Meet current UK legislation and guidelines
- Over 500 CPD courses covering multiple business sectors
- Free blended learning environment (BLE) for all organisations.
You will need access to a desktop computer, laptop, tablet or smartphone device to complete these online courses. You can start, pause/stop and return to where you left off.
Our courses utilise responsive design features, making them available on any device of your choice.
All the courses are accredited by the CPD Certification Service (CPDUK). The Mandatory Training Group is an accredited corporate provider of E-Learning courses, programmes and qualifications across all sectors. Click here to see our CPDUK accreditation.
The CPD certificates, awarded upon successful completion, can be used to log your hours against.
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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.
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