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Modules: dive into specific topics

Modules introduce you to specific topics in bite-sized units. Learn what a feature is, when it's helpful, and how to use it. Then test yourself with interactive challenges.


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Tags (20)

  • Apex
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Showing 270 modules out of 270

Module
Lightning Experience Basics
Explore our new user experience and learn how to enable it for your organization.
  • Admin
  • Beginner
  • Developer
Module
CRM Basics for Salesforce Classic
Get started with navigating Salesforce CRM and personalizing your experience.
  • Admin
  • Beginner
  • Business User
Module
Event Monitoring
Discover insights into your Salesforce org with this powerful monitoring feature.
  • Admin
  • Advanced
Module
Analytics Basics
Uncover new insights from your business data using Analytics and the smarts of Einstein.
  • Admin
  • Beginner
  • Business User
Module
Marketing Cloud Social Specialist Certification Maintenance (Spring '17)
Review updates to Social Studio to maintain your certification.
  • Business User
  • Intermediate
Module
Lightning Experience for Sales
Drive adoption of sales features through customizations that work best for your company.
  • Admin
  • Intermediate
Module
Database & .NET Basics
Take what you know about SQL and apply that to SOQL, SOSL, and DML in Apex.
  • Developer
  • Beginner
Module
Trust and Influence
Explore tactics for building trust and strategies to influence a desired outcome.
  • Admin
  • Beginner
  • Business User, Developer
Module
Data Quality
Discover strategies for assessing and improving the quality of your data in Salesforce.
  • Admin
  • Beginner
Module
Apex Triggers
Write Apex triggers to perform custom database actions.
  • Developer
  • Beginner
Module
Innovation Customer Discovery
Learn tactics for rapid research that will help you better understand your customers.
  • Admin
  • Beginner
  • Business User
Module
Big Object Basics
Learn about big objects, their use cases, and how to create and query them.
  • Developer
  • Intermediate
Module
Field Service Center Customization
Customize, track, and report on your mobile service workflow.
  • Admin
  • Intermediate
Module
Continuous Integration Using Salesforce DX
Set up continuous integration tools to improve the quality of your code.
  • Developer
  • Intermediate
Module
Knowledge Basics
Help employees and customers find answers fast with an online, searchable knowledge base.
  • Admin
  • Beginner
Module
Innovation Basics
Cultivate the right behaviors and team to ignite innovation in your organization.
  • Admin
  • Beginner
  • Business User
Module
Innovation Project Definition
Define a problem that requires fresh thinking and scope your innovation project.
  • Admin
  • Beginner
  • Business User
Module
Einstein Discovery Story Insights
Learn how Einstein Discovery can help you make informed decisions for your business.
  • Admin
  • Advanced
Module
Gmail Integration
Help reps track customer interactions and work their Salesforce deals directly in Gmail.
  • Admin
  • Intermediate
Module
HTML5 & Hybrid
Build Cordova-based hybrid mobile apps using HTML5 and Salesforce Mobile SDK.
  • Developer
  • Advanced
Module
Sales Team Collaboration
Use Salesforce collaboration tools to sell as a team.
  • Business User
  • Beginner
Module
Artificial Intelligence Basics
Learn what AI is and how it will transform CRM and the customer experience.
  • Admin
  • Beginner
Module
Lightning Apps
Learn about Lightning apps, create one, and upgrade a Classic app to Lightning.
  • Admin
  • Intermediate
  • Developer
Module
Einstein High Velocity Sales Cloud
Turbocharge sales by pairing up powerful sales features with the smarts of Einstein.
  • Admin
  • Intermediate
Module
Entitlement Management
Deliver on the promise of great service to your customers with rules you create.
  • Admin
  • Beginner
Module
Desk.com Organization
Use custom fields, labels, and views to organize your customer support cases.
  • Admin
  • Beginner
Module
Innovation Ideation & Prototyping
Work as a team to generate and prioritize ideas and build rapid prototypes.
  • Admin
  • Beginner
  • Business User
Module
Accounts & Contacts
Discover how accounts and contacts work together in Salesforce.
  • Admin
  • Beginner
  • Business User
Module
Desk.com to Service Cloud Transition Plan
Evaluate your options for moving to Service Cloud and create your transition plan.
  • Admin
  • Intermediate
Module
Products, Quotes, & Contracts
Configure price books, templates, and contracts to help your sales reps sell products.
  • Admin
  • Intermediate
Module
Duplicate Management
Resolve and prevent duplicates to increase user confidence in your data.
  • Admin
  • Intermediate
Module
Technologies and Trends of the Fourth Industrial Revolution
Learn about the ten breakthrough technologies fueling the Fourth Industrial Revolution.
  • Business User
  • Beginner
Module
Formulas & Validations
Tailor your apps without writing code by using point-and-click logic.
  • Admin
  • Intermediate
  • Developer
Module
One-on-One Meetings
Learn tips for having productive one-on-one meetings with your direct reports.
  • Business User
  • Beginner
Module
Desk.com Toolkit
Learn how to use the admin, agent, and business insights sections of Desk.com.
  • Admin
  • Beginner
Module
Identity Basics
Secure your org so users can log in once to access a variety of apps, orgs, and services.
  • Admin
  • Beginner
Module
Commerce Cloud Basics
Give customers a seamless commerce experience that integrates with your backend systems.
  • Business User
  • Beginner
Module
Salesforce Agile Basics
Discover how Salesforce became agile and revolutionized product development.
  • Business User
  • Beginner
  • Developer
Module
Platform Events Basics
Deliver custom notifications within the Salesforce platform and in external apps.
  • Developer
  • Intermediate
Module
Salesforce Ecosystem
Witness the awesomeness of our incredible partner ecosystem and customer community.
  • Business User
  • Beginner
Module
Live Agent Basics
Connect customers to the best agent for the job using live chat.
  • Admin
  • Intermediate
Module
Path & Workspaces
Guide your reps through opportunity stages with helpful assistance and an optimized page layout.
  • Admin
  • Intermediate
Module
Company-Wide Org Settings
Learn about search, regional settings, multiple currencies, and user interface controls.
  • Admin
  • Intermediate
Module
Salesforce User Tour
Get hands-on with the features that put the "sales" in Salesforce.
  • Business User
  • Beginner
Module
IoT Basics
Tailor your customer experience with Salesforce Internet of Things (IoT).
  • Business User
  • Intermediate
Module
Dreamforce & Next Steps
Make the most of your time at Dreamforce and keep learning after the event.
  • Admin
  • Beginner
  • Business User, Developer
Module
Salesforce Release Strategies
Learn how Salesforce releases new features and how your company can make the most of them.
  • Admin
  • Beginner
Module
Lightning Data Service Basics
Learn about force:recordData, its benefits, and how to use it in your components.
  • Developer
  • Intermediate
Module
Sales Productivity
Boost rep productivity with an activity timeline and integrated email.
  • Admin
  • Intermediate
Module
AppExchange App Strategy
Identify the tools and technologies needed to build your AppExchange app.
  • Admin
  • Beginner
  • Developer
Module
Salesforce Einstein Features
Discover insights and predict outcomes with this powerful set of AI-enhanced features.
  • Admin
  • Beginner
Module
Salesforce Cloud Benefits
Understand the flexibility of a "complete" CRM that evolves with your business needs.
  • Business User
  • Beginner
Module
Analytics Dashboard Navigation
Find your way around dashboards and drill in to get the insights you need.
  • Admin
  • Beginner
  • Business User
Module
Data Management
Learn how to import and export data in Salesforce.
  • Admin
  • Beginner
  • Developer
Module
Quip Features
Learn how to create, share, and discuss Quip documents with your team.
  • Business User
  • Beginner
Module
Apex Integration Services
Integrate with external apps using Apex REST and SOAP services.
  • Developer
  • Intermediate
Module
Sales Rep Training
Help your team think beyond their quotas and adopt creative sales techniques.
  • Business User
  • Beginner
Module
Apex & .NET Basics
Discover similarities between programming in .NET and Apex, and learn the basics of starting with Apex.
  • Developer
  • Beginner
Module
Writing Style
Learn to write conversationally with these style tips.
  • Admin
  • Beginner
  • Business User, Developer
Module
User Management
Set up users and control how they can view or edit your business data.
  • Admin
  • Beginner
Module
Quip Basics
Explore how Quip can simplify your team workflow with flexible docs and spreadsheets.
  • Business User
  • Beginner
Module
Salesforce Mobile App Basics
Collaborate with your teammates on the go with the Salesforce mobile app.
  • Business User
  • Beginner
Module
React Native
Develop apps with React Native and the Salesforce Mobile SDK.
  • Developer
  • Advanced
Module
Hiring Practices for Sales Teams
Learn interview techniques to identify the best sales talent for your company.
  • Business User
  • Beginner
Module
Desk.com Basics
Learn the basics of Desk.com and how it can benefit your business.
  • Admin
  • Beginner
Module
Business Value of Equality
Understand the societal and business value of having a diverse, inclusive workforce.
  • Business User
  • Beginner
Module
Diversity and Inclusion Strategies
Learn what steps you can take to celebrate diversity and foster inclusion at work.
  • Business User
  • Beginner
Module
Lightning Component Core Concepts
Explore key Lightning component concepts by comparing them with Visualforce.
  • Developer
  • Intermediate
Module
Volunteer Management
Find and connect with skilled volunteers and track their work in Salesforce.
  • Admin
  • Beginner
Module
AppExchange Partner Business Planning
Target your market, create a go-to-market plan, and build your team for your new business.
  • Admin
  • Beginner
  • Developer
Module
Outlook Integration
Help reps track customer interactions and work their Salesforce deals directly in Outlook.
  • Admin
  • Intermediate
Module
App Customization Lite
Customize your app's page layouts, compact layouts, and actions.
  • Admin
  • Beginner
Module
Pardot Basics
Learn what Pardot is and how it can help you market to other businesses.
  • Business User
  • Beginner
Module
Culture of Feedback
Discover strategies and tools to help you establish a culture of feedback at your company.
  • Business User
  • Beginner
Module
Desktop Analytics Exploration
Learn best practices for exploring data on your desktop.
  • Admin
  • Beginner
  • Business User
Module
Salesforce Ohana Culture
Learn how Salesforce lives our Ohana values every day.
  • Admin
  • Beginner
  • Business User, Developer
Module
Dreamforce Ready
Learn why Dreamforce is the must-attend event of the year and develop your game plan.
  • Admin
  • Beginner
  • Business User, Developer
Module
Sales Territories and Forecasting
Create balanced territories and forecast sales effectively with the Sales Cloud platform.
  • Business User
  • Intermediate
Module
AppExchange Basics
Extend the power of Salesforce with solutions and services from AppExchange.
  • Admin
  • Intermediate
Module
Case Feed
Gain instant visibility into the timeline of a support case with a flexible, feed-based layout.
  • Admin
  • Beginner
Module
Atlassian Agile Basics
Discover Atlassian's take on agile project management, work prioritization, teams, and ceremonies.
  • Developer
  • Beginner
Module
European Union Privacy Law Basics
Learn about the General Data Protection Regulation (GDPR) and how to comply.
  • Business User
  • Beginner
Module
Salesforce Success Model
Learn who Salesforce is and our vision for driving customer success.
  • Business User
  • Beginner
Module
Data Modeling
Give your data structure with objects, fields, and relationships.
  • Admin
  • Beginner
  • Developer
Module
Impact of Unconscious Bias
Recognize unconscious bias at work and its impact on employee performance.
  • Business User
  • Beginner
Module
API Basics
Get to know the Salesforce APIs and learn to integrate your data.
  • Developer
  • Intermediate
Module
Apex Testing
Write robust code by executing Apex unit tests.
  • Developer
  • Beginner
Module
Desk.com Process Automation
Save time and improve data quality with automated notifications, rules, and macros.
  • Admin
  • Beginner
Module
Service Cloud Snap-ins for Mobile Apps SDK
Extend your native Android or iOS app to include features like knowledge, SOS, and chat.
  • Developer
  • Intermediate
Module
Salesforce Platform: Quick Look
Build intelligent experiences for your customers with the Salesforce Platform.
  • Business User
  • Beginner
Module
Career Development Planning
Build a career plan and learn how to land a job in the Salesforce ecosystem.
  • Admin
  • Beginner
Module
HEDA Basics
Learn how Higher Education Data Architecture (HEDA) can help your school.
  • Admin
  • Beginner
Module
Marketing Cloud Basics
Explore our powerful suite of products and start building your digital marketing strategy.
  • Admin
  • Beginner
  • Business User
Module
Analytics Apps Basics
Discover Analytics prebuilt apps with Einstein and learn how to create them.
  • Admin
  • Intermediate
Module
Salesforce Connect
Access, display, and integrate data from an external data source in real time.
  • Admin
  • Intermediate
  • Developer
Module
Accountability & Delegation
Master these dual skills to lead your team to success and maximize your impact.
  • Business User
  • Beginner
Module
Leads & Opportunities
Learn how you can power your sales process with leads and opportunities in Salesforce.
  • Admin
  • Beginner
  • Business User
Module
Sales Team Enablement
Give your new sales reps tools they need to be productive from day one.
  • Business User
  • Beginner
Module
Call Center Integration
Take customer calls by integrating your phone channel and support console.
  • Admin
  • Beginner
Module
UX Research Basics
Learn how to talk to your users, discover what they need, and influence design decisions.
  • Admin
  • Beginner
  • Business User, Developer
Module
Data Migration and Service Cloud Setup
Move your data from Desk.com to Service Cloud and perform your initial setup.
  • Admin
  • Intermediate
Module
Atlassian Overview of Agile Frameworks
Get insights from Atlassian on the two most popular agile frameworks: Scrum and Kanban.
  • Developer
  • Beginner
Module
Great Management
Learn our six characteristics of great management and start your manager journey.
  • Business User
  • Beginner
Module
Volunteers for Salesforce (V4S) Basics
Transform your organization's volunteer management with powerful, cloud-based tools.
  • Admin
  • Beginner
Module
Alexa Development Basics
Learn about the voice-enabled, cloud-powered service behind Echo devices from Amazon.
  • Admin
  • Beginner
  • Developer
Module
User Authentication
Explore security features like two-factor authentication, custom domains, and single sign-on.
  • Admin
  • Beginner
Module
Search Solution Basics
Learn how search works, navigate use cases, and optimize search results.
  • Developer
  • Beginner
Module
Digital Banking Basics
Learn about key industry trends and how banks can use Salesforce to adapt to them.
  • Business User
  • Beginner
Module
Sales Cloud Lightning Essentials Basics
Discover how Essentials works and how it can help your small business grow.
  • Admin
  • Beginner
  • Business User
Module
Lightning Component Skills & Tools
Set up your dev environment and get started building Lightning components.
  • Developer
  • Intermediate
Module
App Upgrading for AppExchange
Update your offering and share it with your customers.
  • Developer
  • Intermediate
Module
The Four Industrial Revolutions
Learn about industrial revolutions and the basics of the Fourth Industrial Revolution
  • Business User
  • Beginner
Module
Offline Management
Manage offline access for Android and iOS apps using Salesforce Mobile SDK.
  • Developer
  • Advanced
Module
Equality Ally Strategies
Learn practical ways you can become an ally or champion and promote equality for all.
  • Business User
  • Beginner
Module
Marketing Cloud Email Specialist Certification Maintenance (Spring '17)
Review updates to Email Studio and Content Builder to maintain your certification.
  • Business User
  • Intermediate
Module
Trailhead Playground Management
Create hands-on orgs, practice your Salesforce skills, and complete Trailhead challenges.
  • Admin
  • Beginner
  • Business User, Developer
Module
Chatter Basics
Develop a Chatter rollout strategy and help your users get started with enterprise social collaboration.
  • Admin
  • Beginner
Module
Mobile Analytics Exploration
Get ready to explore your company's data from your mobile device.
  • Admin
  • Beginner
  • Business User
Module
Salesforce Mobile SDK Basics
Learn about the technologies that power mobile development with Salesforce Mobile SDK.
  • Developer
  • Beginner
Module
Community Cloud Basics
Use Community Cloud to connect with your customers, partners, and employees.
  • Business User
  • Intermediate
Module
Salesforce User Basics
Get started with Salesforce and learn how to make it work for your bottom line.
  • Business User
  • Beginner
Module
CRM Basics
Get started with Salesforce CRM and explore Lightning Experience.
  • Admin
  • Beginner
  • Business User
Module
Trailhead Basics
Get started with the fun way to learn Salesforce.
  • Admin
  • Beginner
  • Business User, Developer
Module
Knowledge Search Basics
Learn how search works in Salesforce Knowledge and customize search in your org for better results.
  • Admin
  • Beginner
Module
Organizational Alignment (V2MOM)
Use the V2MOM process to get aligned on goals and strategies across the company.
  • Business User
  • Beginner
Module
Innovation Solution
Learn how to craft a compelling solution story, business case, and implementation plan.
  • Admin
  • Beginner
  • Business User
Module
Alignment with Your Manager
Learn how to align with your manager and why it's important for you and your team.
  • Business User
  • Beginner
Module
Picklist Administration
Choose the right picklist field for the job, manage picklists, and share picklist values.
  • Admin
  • Intermediate