Salesforce Essentials – Online Training Course – CPDUK Certified

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.

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Complete 'End of Course Assessment'

After completing the end of course assessment with a passing rate of 80%, you will be able to download, save and/or print a quality assured CPD certificate.

Save or print your certificate from your device

You will be able to print or save your quality assured certificate in PDF format from your learner profile.

Posted certificate

If you require a hard copy of your certificate, this will cost £8.00. The certificate will be dispatched to you within 48 hours of completing the course.

Certificate renewal

This certificate does not have an expiration date. However, based on industry best practice guidelines, the recommended renewal period for the training is three years. The recommended renewal date will be indicated on your certificate.

Course accreditation

All our eLearning courses and training programmes are externally peer-reviewed and approved by the CPD Certification Service (CPDUK). These courses comply with the universally accepted Continuous Professional Development (CPD) guidelines. Our CPD certificates are recognised internationally and can be used to provide evidence for compliance and audit.

Career path

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).

Is there an end of course assessment?

Yes, there is an end of course assessment. After completing the learning materials, you will be redirected to the ‘End of Course Assessment’ section.

How many questions am I required to answer?

You will be asked to answer 20 questions. These questions are a combination of single and multiple choice questions, reordering answers, filling in the blanks and open answers.

What is the pass mark for this course?

To pass the end of course assessment, you must achieve a passing rate of 80% or more.

If I fail, how many times can I take the end of course assessment?

You can retake the end of course assessment as many times as required.

Do I get charged for reattempting the end of course assessment?

No. There will be no extra charges for reattempting the end of course assessment.

Do I get a certificate once I have passed the course?

Yes, you can download a digital CPD certificate in PDF format after completing the end of course assessment. You can save or print your certificate from your learner profile.

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How do I book this course?

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.

What if I am booking the course for someone else?

If you are booking the course for someone else, please state their name(s) in the 'notes' section of the basket. You will be able to enrol the course to the learner from your profile.

How do I access my learning materials?

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.

How does the course work?

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.

Do I need a computer to complete this course?

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.

How long does it take to complete this course?

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

What is the deadline to complete this course?

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.

Do I complete the end of course assessment online?

Yes. All end of course assessments are completed online.

What is the passing rate for this course?

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

When will I get my 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.

Where will I find my certificate?

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

What is your refund policy?

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.

Will I be able to access learning materials on multiple devices, such as tablets and mobile phones?

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 tablet and mobile devices, such as iPads, iPhone and Android mobile phones.

Is a specific internet web browser recommended to complete this course?

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.

How long do learners have to complete a course?

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.

How many CPD hours or CPD points is this course worth?

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.

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