Managing Sales Data in Salesforce Lightning (2018 update)

Salesforce Lightning (2018 update)    |    Expert
  • 9 Videos | 44m 39s
  • Includes Assessment
  • Earns a Badge
Likes 21 Likes 21
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 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

  • Playable
    1. 
    Using reports in Salesforce Lightning (2018 update)
    5m 51s
    UP NEXT
  • Playable
    2. 
    Saving & exporting a report in Salesforce Lightning (2018 update)
    4m 12s
  • Locked
    3. 
    Creating a pipeline report in Salesforce Lightning (2018 update)
    5m 13s
  • Locked
    4. 
    Creating a custom report in Salesforce Lightning (2018 update)
    5m 20s
  • Locked
    5. 
    Configuring email associations in Salesforce Lightning (2018 update)
    6m 3s
  • Locked
    6. 
    Managing leads as an administrator in Salesforce Lightning (2018 update)
    6m 22s
  • Locked
    7. 
    Importing leads, accounts or contacts in Salesforce Lightning (2018 update)
    3m 44s
  • Locked
    8. 
    Exporting your data in Salesforce Lightning (2018 update)
    4m 32s
  • Locked
    9. 
    Mass deleting records in Salesforce Lightning (2018 update)
    3m 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.

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