Get confident working in Salesforce.
Route a lead. Update an opportunity. Choose the right access. Practice CRM tasks with clear rules and immediate feedback.
Try your first CRM task →Free practice. No signup required.- ✓Leads and opportunities
- ✓Pipeline reporting
- ✓Permissions
- ✓Data quality
Beacon Studio 101 replied asking for a product call, but budget and fit are not confirmed. This practice team uses New before contact, Working during an active conversation, Qualified after budget and fit are confirmed, and Unqualified when there is no fit. Save the correct status.
Leads
3 records · Local practice workspace
Beacon Studio 101
South
New
Start with a useful skill.
0 completed · 0 day streak · Saved in this browser
Choose what you want to practice.
Every skill is open. Read the task, try it yourself, then check your result.
Lead follow up
Update a lead using the practice team’s status policy.
0/520 practice cases completedOpportunity stages
Move an opportunity after a documented milestone.
0/520 practice cases completedLead routing
Assign the owner defined by a routing rule.
0/520 practice cases completedWeighted forecast
Calculate an explicitly defined weighted pipeline.
0/520 practice cases completedPipeline report
Count the records included by a report filter.
0/520 practice cases completedMinimum necessary access
Choose a narrow permission set for a task.
0/520 practice cases completedDuplicate records
Choose a safe next step when a matching record exists.
0/520 practice cases completedValidation rules
Choose the rule that enforces a stated policy.
0/520 practice cases completedCase priority
Apply an explicitly defined support policy.
0/520 practice cases completedRequired fields
Count records missing required information.
0/520 practice cases completed10 skill templates with 520 generated practice cases each. These are changing datasets and scenarios, not 5200 separately authored lessons.
Learn a little.
Use it straight away.
- 01
Read the task
A short instruction and the data you need. One skill at a time.
- 02
Try it yourself
Make a CRM decision using the stated team policy.
- 03
Check and learn
Get feedback, read the explanation and try another case.
A few things to know.
Is the practice free?+
Yes. Every practice exercise is free and works without an account.
Where is my progress saved?+
In this browser on this device. Clearing browser storage removes it.
What is paid?+
Career extras are separate from free practice. Purchases are currently disabled while payment setup is completed.
Is this official training?+
Salesforce Exercises is independent and is not endorsed by Salesforce.
Can I practice on my phone?+
Yes. Tasks and workspaces have separate mobile views. A keyboard makes code entry easier. Keyboard shortcut tasks require a physical keyboard.