Managing Sales Data in Salesforce Lightning

Salesforce Lightning    |    Expert
  • 8 videos | 31m 51s
  • Earns a Badge
Rating 4.5 of 26 users Rating 4.5 of 26 users (26)
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

  • 4m 18s
    Analyze your sales via reports on Salesforce. See how to access, create and save the preconfigured Salesforce reports. FREE ACCESS
  • 5m 18s
    If you'd like to create you own custom report with Salesforce you can. See how to build and customize your reports. FREE ACCESS
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    3.  Configuring email associations in Salesforce Lightning
    4m 13s
    If you use an email or an email client to send messages to your contacts, the exchanges will not be kept in the history of your activities in the relevant opportunity. Learn how to identify these emails automatically in Salesforce while continuing to use your regular email account. FREE ACCESS
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    4.  Managing leads as an administrator in Salesforce Lightning
    4m 42s
    Create rules to manage new leads and access the lead settings via the setup menu on Salesforce. See how to make new rules, manage your leads and change lead assignment settings. FREE ACCESS
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    5.  Importing leads, accounts or contacts in Salesforce Lightning
    3m 40s
    You can import leads, accounts and contacts via the import wizard tool found on Salesforce. FREE ACCESS
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    6.  Conducting mass imports in Salesforce Lightning
    2m 54s
    Import your contacts from outside applications such as email clients. See how to access the data loader and mass import data into Salesforce FREE ACCESS
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    7.  Exporting your data in Salesforce Lightning
    3m 40s
    Export all the information that you need via the data export menu on Salesforce. See how to export, download and schedule future exports. FREE ACCESS
  • Locked
    8.  Mass deleting records in Salesforce Lightning
    3m 7s
    If you would like to remove the totality of leads accounts or contacts you can access the mass delete options through the setup menu. See how to find and permanently remove records on Salesforce. FREE ACCESS

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