Managing Sales Data
Salesforce Lightning (2018 update)
| Expert
- 9 Videos | 44m 39s
- Includes Assessment
- Earns a Badge
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 Lightningsave and export a report in Salesforce Lightningcreate a pipeline report in Salesforce Lightningcreate a custom report in Salesforce Lightningconfigure email associations in Salesforce Lightning
-
manage leads as an administrator in Salesforce Lightningimport leads, accounts or contacts in Salesforce Lightningexport your data in Salesforce Lightningmass delete records in Salesforce Lightning
IN THIS COURSE
-
1.Using reports5m 51sUP NEXT
-
2.Saving & exporting a report4m 12s
-
3.Creating a pipeline report5m 13s
-
4.Creating a custom report5m 20s
-
5.Configuring email associations6m 3s
-
6.Managing leads as an administrator6m 22s
-
7.Importing leads, accounts or contacts3m 44s
-
8.Exporting your data4m 32s
-
9.Mass deleting records3m 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.