Managing Sales Data
Salesforce Lightning (2018 update)
| Expert
- 9 Videos | 49m 9s
- 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
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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
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1.Using reports5m 51sUP NEXT
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2.Saving & exporting a report4m 12s
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3.Creating a pipeline report5m 13s
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4.Creating a custom report5m 20s
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5.Configuring email associations6m 3s
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6.Managing leads as an administrator6m 22s
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7.Importing leads, accounts or contacts3m 44s
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8.Exporting your data4m 32s
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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.
