Through the Salesforce Essential Training course by LinkedIn Learning, I developed practical skills in navigating and utilizing Salesforce CRM to manage customer relationships, streamline sales processes and support business growth. The course is led by Shea Hanson, Head of Learning Content Strategy, and provides a strong foundation for professionals working in client success, sales and CRM administration.
Key Learning Outcomes
- Salesforce Interface & Navigation – Learned how to efficiently navigate the Salesforce dashboard, tabs and records to manage customer data.
- Lead & Opportunity Management – Gained hands‑on experience in tracking leads, converting them into opportunities and managing the sales pipeline.
- CRM Customization – Explored how to customize fields, page layouts and views to align Salesforce with specific business needs.
- Task & Activity Tracking – Developed skills in logging calls, creating tasks and scheduling follow‑ups to maintain strong client engagement.
- Reporting & Dashboards – Learned to generate reports and build dashboards for performance tracking and data‑driven decision‑making.
- Salesforce Ecosystem Awareness – Understood the broader Salesforce ecosystem, including AppExchange, integrations and role‑based access.
Certification Details
Course Provider: LinkedIn Learning
Course Title: Salesforce Essential Training
Completion Date: August 10, 2025
Duration: 1 hour 57 minutes
Instructor: Shea Hanson
Certificate ID: 29le86509c5170e6d9563b6abcde8802ab3fe9b195ala7b862490a7adlaab8f5
View Certificate (PDF) | Verify Credential