Salesforce Exercises

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Put it together10 min · Challenge

Run a complete sales handoff

Combine record updates and follow-up work in a realistic handoff. Each saved change is checked separately.

YOUR TASK

Set Maya Patel to Working and owner Sam Rivera. Then create a task named Prepare demo, related to Northstar Labs, due 2026-11-14, owned by Sam Rivera.

What we’ll check

Save Maya’s status as Working

Assign Maya to Sam Rivera

Create the complete demo task

A nudge in the right direction

Update Maya’s lead status and owner in Leads.

Your work is saved on this device.

CRM workspaceIndependent simulation · Fictional data

Opening your practice workspace…

Take your time. Try it yourself.Save your changes in the workspace, then check your work.