Salesforce CRM Tutorial for Beginners | How to Use Salesforce CRM (2026)

Getting Started with a Developer Edition00:00:00

Learn how to access Salesforce's powerful features for free by signing up for a developer account to practice and test the platform before committing to a paid plan.

Navigating the Salesforce Sales App00:01:34

An overview of the Sales App interface, including the main dashboard, global actions for creating tasks or leads, and how to track critical sales data.

Managing the Lead Lifecycle00:03:31

Step-by-step guide to creating new leads, updating their status through the sales pipeline, and converting them into accounts, contacts, and opportunities.

Tracking Opportunities and Tasks00:07:04

How to manage post-conversion entities like opportunities, track progress through stages, and organize daily workflows using tasks and calendar views.

Files, Dashboards, and Customization00:08:37

Managing shared files similar to Google Drive and creating custom, personalized dashboards to visualize key performance metrics and team activities.