Managing Sales Data

Salesforce Lightning (2018 update)    |    Expert
  • 9 Videos | 49m 9s
  • Includes Assessment
  • Earns a Badge
Likes 20 Likes 20
Properly managing sales data is vital to making a profit. Discover how to use Salesforce to create reports; manage leads; import leads, accounts, and contacts; export data; and delete records.

WHAT YOU WILL LEARN

  • use reports on Salesforce Lightning
    save and export a report in Salesforce Lightning
    create a pipeline report in Salesforce Lightning
    create a custom report in Salesforce Lightning
    configure email associations in Salesforce Lightning
  • manage leads as an administrator in Salesforce Lightning
    import leads, accounts or contacts in Salesforce Lightning
    export your data in Salesforce Lightning
    mass delete records in Salesforce Lightning

IN THIS COURSE

  • Playable
    1. 
    Using reports
    5m 51s
    UP NEXT
  • Playable
    2. 
    Saving & exporting a report
    4m 12s
  • Locked
    3. 
    Creating a pipeline report
    5m 13s
  • Locked
    4. 
    Creating a custom report
    5m 20s
  • Locked
    5. 
    Configuring email associations
    6m 3s
  • Locked
    6. 
    Managing leads as an administrator
    6m 22s
  • Locked
    7. 
    Importing leads, accounts or contacts
    3m 44s
  • Locked
    8. 
    Exporting your data
    4m 32s
  • Locked
    9. 
    Mass deleting records
    3m 22s

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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