Contact Management & Communication in Salesforce Lightning (2018 update)

Salesforce Lightning (2018 update)    |    Intermediate
  • 7 videos | 30m 15s
  • Includes Assessment
  • Earns a Badge
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To be successful, you need to keep your contacts in good order. Discover how to create, update, and manage contacts; send emails via Salesforce; and create, edit, and use email templates.


  • create a contact
    update your contacts
    email a contact
    create and use email templates
  • create a mailing list
    manage contact roles
    develop a contact strategy


  • 5m 19s
    When you're following a deal you may have multiple contacts involved. See how to create a new contact, add a contact from an existing account as well as attach your contacts to your opportunities in Salesforce. FREE ACCESS
  • 3m 45s
    You can access contacts via your opportunities and accounts. You can also edit contacts from the object page. See how to update, change and remove contacts from Salesforce. FREE ACCESS
  • Locked
    3.  Emailing a contact in Salesforce Lightning (2018 update)
    4m 35s
    If you'd like to communicate with your leads, opportunities, or accounts via email, you can access them directly from the objects page. See how to find, compose and send emails via Salesforce. FREE ACCESS
  • Locked
    4.  Creating & using email templates in Salesforce Lightning (2018 update)
    4m 56s
    You can create, edit, and add your own email templates to save time. See how to create, edit and insert email templates on Salesforce. FREE ACCESS
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    5.  Creating a mailing list in Salesforce Lightning (2018 update)
    2m 55s
    If you want to send a single email to multiple people at the same time, Salesforce Lightning offers a mailing list option. See how to select addresses and customize your email message for multiple recipients on Salesforce. FREE ACCESS
  • Locked
    6.  Managing contact roles in Salesforce Lightning (2018 update)
    4m 45s
    Contact roles let you specify the part that a person plays in an account, contract, or opportunity. When you use contact roles, you have more information about who to contact and when. There are some things to be aware of when using contact roles. FREE ACCESS
  • Locked
    7.  Developing a contact strategy in Salesforce Lightning (2018 update)
    4m 1s
    When using a strategic approach to prospecting, it’s important to understand which people and companies to target. See how to define your contact criteria and messaging strategy to best target your leads with Salesforce. FREE ACCESS


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