Leads, Opportunities & Accounts in Salesforce Lightning (2018 update)

Salesforce Lightning (2018 update)    |    Intermediate
  • 19 Videos | 1h 37m 6s
  • Includes Assessment
  • Earns a Badge
Likes 36 Likes 36
To get the most out of Salesforce, you must be able to work with leads, accounts, and opportunities. Explore these concepts, and discover how to create, edit, and manage them in Salesforce.

WHAT YOU WILL LEARN

  • speak the Salesforce Lightning sales language
    understand the Salesforce Lightning sales path
    create a lead in Salesforce Lightning
    manage you leads in Salesforce Lightning
    edit a lead in Salesforce Lightning
    analyze leads in Salesforce Lightning
    convert a lead in Salesforce Lightning
    consult your accounts in Salesforce Lightning
    create a new Salesforce Lightning count
    update a Salesforce Lightning count
  • create an opportunity in Salesforce Lightning
    manage your opportunities in Salesforce Lightning
    update an opportunity in Salesforce Lightning
    transfer an element in Salesforce Lightning
    analyze existing customers in Salesforce Lightning
    view your Salesforce Lightning pipeline
    calculate the closing probability in Salesforce Lightning
    manage your campaigns in Salesforce Lightning
    attach documents in Salesforce Lightning

IN THIS COURSE

  • Playable
    1. 
    Speaking the sales language in Salesforce Lightning (2018 update)
    6m 52s
    UP NEXT
  • Playable
    2. 
    Understanding the sales path in Salesforce Lightning (2018 update)
    5m 55s
  • Locked
    3. 
    Creating a lead in Salesforce Lightning (2018 update)
    5m 56s
  • Locked
    4. 
    Managing your leads in Salesforce Lightning (2018 update)
    5m 8s
  • Locked
    5. 
    Editing a lead in Salesforce Lightning (2018 update)
    4m 31s
  • Locked
    6. 
    Analyzing leads in Salesforce Lightning (2018 update)
    4m 40s
  • Locked
    7. 
    Converting a lead in Salesforce Lightning (2018 update)
    3m 55s
  • Locked
    8. 
    Consulting your accounts in Salesforce Lightning (2018 update)
    6m 11s
  • Locked
    9. 
    Creating a new account in Salesforce Lightning (2018 update)
    4m 44s
  • Locked
    10. 
    Updating an account in Salesforce Lightning (2018 update)
    4m 52s
  • Locked
    11. 
    Creating an opportunity in Salesforce Lightning (2018 update)
    6m 9s
  • Locked
    12. 
    Managing your opportunities in Salesforce Lightning (2018 update)
    5m 39s
  • Locked
    13. 
    Updating an opportunity in Salesforce Lightning (2018 update)
    3m 31s
  • Locked
    14. 
    Transferring an element in Salesforce Lightning (2018 update)
    3m 48s
  • Locked
    15. 
    Analyzing existing customers in Salesforce Lightning (2018 update)
    4m 54s
  • Locked
    16. 
    Viewing your pipeline in Salesforce Lightning (2018 update)
    4m 13s
  • Locked
    17. 
    Calculating the closing probability in Salesforce Lightning (2018 update)
    4m 4s
  • Locked
    18. 
    Managing your campaigns in Salesforce Lightning (2018 update)
    6m 15s
  • Locked
    19. 
    Attaching documents in Salesforce Lightning (2018 update)
    5m 49s

EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE

Skillsoft is providing you the opportunity to earn a digital badge upon successful completion of this course, which can be shared on any social network or business platform

Digital badges are yours to keep, forever.

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