OfficeDrills
🔒 Merged, Not Mapped is included with Salesforce. See pricing below →
Sales & CRM

Salesforce

Practice real Salesforce workflows — adding accounts and contacts, logging and converting leads, closing deals, disqualifying the ones that don't fit, logging calls with follow-ups, judgment-based deal decisions, and reading reports and dashboards — in a hands-on training simulation.

Educational practice environment — not affiliated with, endorsed by, or sponsored by Salesforce.

Options
Lesson 1 is free in every option. You'll enter your email first — no password. $20 unlocks the rest of Beginner or Advanced · Crash Course is $10.
Start here Beginner Every step spelled out, including what each screen and field actually means. For anyone who's never opened Salesforce before. Start Beginner — free lesson 1 → Advanced The full real-world workflow with less hand-holding. Best if you've used it before or pick up new software fast. Start Advanced — free lesson 1 → Crash Course Four of the Advanced lessons — the highest-value tasks in the same real workflow. Built for brushing up before an interview. Start Crash Course — $10, free lesson 1 →
What you'll practice
Getting Set Up
  1. Create an Account
  2. Add a Contact to an Account
  3. Create an Opportunity
  4. Create a Task
Leads & Activity
  1. Log a New Lead
  2. Convert a Lead
  3. Disqualify a Lead
  4. Assign a Lead Score
  5. Log a Call & Set a Follow-Up
Opportunities & Deals
  1. Move a Deal Through the Pipeline
  2. Decide Whether to Approve a Discount
  3. Spot an At-Risk Deal
Reports & Insights
  1. Read the Pipeline Report
  2. Calculate a Weighted Pipeline Forecast
  3. Read a Sales Dashboard
Drills & Projects
Drill Already in the System → Six real Salesforce tasks, on an actual account list, opportunity record, and lead conversion screen — a new account that already exists, a lead conversion that should merge instead of create, a deal closed with no contact role, and more. 🔒 Included with Salesforce Drill Gone Stale → Six real Salesforce tasks, on an actual lead, pipeline, and forecast — a lead nobody owns, deals with dead close dates, a healthy-looking deal gone quiet, a forecast that is really a total, and more. 🔒 Included with Salesforce Drill Merged, Not Mapped → Six real Salesforce tasks, on an actual merge screen, report, field setup, and flow — a contact merge that keeps the wrong values, a validation rule beaten with a made-up number, a report that hides half the pipeline, and more. 🔒 Included with Salesforce Drill Inbox Triage → A shared inbox during a lunch rotation — new messages keep arriving while you work. No account needed. Free · No account needed
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