Managing Sales Data
Salesforce Lightning
| Expert
- 8 Videos | 31m 51s
- 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 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
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1.Using predefined reports4m 18sUP NEXT
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2.Creating a custom report5m 18s
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3.Configuring email associations4m 13s
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4.Managing leads as an administrator4m 42s
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5.Importing leads, accounts or contacts3m 40s
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6.Conducting mass imports2m 54s
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7.Exporting your data3m 40s
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8.Mass deleting records3m 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.
