Managing Sales Data

Salesforce Lightning    |    Expert
  • 8 Videos | 31m 51s
  • Earns a Badge
Likes 13 Likes 13
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 predefined reports in Salesforce
    create custom reports in Salesforce
    configure email associations in Salesforce
    manage leads as an administrator in Salesforce
  • import leads, accounts and contacts in Salesforce
    conduct mass imports in Salesforce
    export data from Salesforce
    mass delete records in Salesforce

IN THIS COURSE

  • Playable
    1. 
    Using predefined reports
    4m 18s
    UP NEXT
  • Playable
    2. 
    Creating a custom report
    5m 18s
  • Locked
    3. 
    Configuring email associations
    4m 13s
  • Locked
    4. 
    Managing leads as an administrator
    4m 42s
  • Locked
    5. 
    Importing leads, accounts or contacts
    3m 40s
  • Locked
    6. 
    Conducting mass imports
    2m 54s
  • Locked
    7. 
    Exporting your data
    3m 40s
  • Locked
    8. 
    Mass deleting records
    3m 7s

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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