Salesforce Exercises course
First, find your way around
Start with a guided tour. Then try finding each screen on your own.
Open the workspace →- Accounts
Look up a company before creating another account for it.
- Leads
Find someone your team is following up with and check the lead status.
- Opportunities
Find an open deal and see where it stands in the sales process.
- Cases
Open a customer support case and check which problem needs attention first.
Use the controls
Practice your first task →Sales development
Work new leads, route ownership and spot duplicates.
- Lead follow up
Update a lead using the practice team’s status policy.
- Lead routing
Assign the owner defined by a routing rule.
- Duplicate records
Choose a safe next step when a matching record exists.
Account executives
Update deal stages and check a weighted forecast.
- Opportunity stages
Move an opportunity after a documented milestone.
- Weighted forecast
Calculate an explicitly defined weighted pipeline.
- Pipeline report
Count the records included by a report filter.
Sales operations
Review access, validation rules and missing fields.
- Case priority
Apply an explicitly defined support policy.
- Required fields
Count records missing required information.
- Validation rules
Choose the rule that enforces a stated policy.
- Minimum necessary access
Choose a narrow permission set for a task.