Managing Sales Data in Salesforce Lightning (2018 update)

Salesforce Lightning (2018 update)    |    Expert
  • 9 videos | 44m 39s
  • Includes Assessment
  • Earns a Badge
Rating 4.2 of 19 users Rating 4.2 of 19 users (19)
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

  • 5m 51s
    Analyze your sales via reports on Salesforce. See how to access, view, edit and save your Salesforce reports. FREE ACCESS
  • 4m 12s
    If you make changes to your reports, such as adding fields, filtering, or sorting, you must save them to avoid redoing them each time you use the report. You also have the option to export Salesforce reports to Excel by exporting your report. FREE ACCESS
  • Locked
    3.  Creating a pipeline report in Salesforce Lightning (2018 update)
    5m 13s
    Salesforce gives you the possibility to run a pipeline report of all your sales opportunities. See how to run as well as analyze your pipeline report. FREE ACCESS
  • Locked
    4.  Creating a custom report in Salesforce Lightning (2018 update)
    5m 20s
    If you'd like to create your own custom report with Salesforce you can. See how to build and customize your reports. FREE ACCESS
  • Locked
    5.  Configuring email associations in Salesforce Lightning (2018 update)
    6m 3s
    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 object. Learn how to identify these emails automatically in Salesforce while continuing to use your regular email account. FREE ACCESS
  • Locked
    6.  Managing leads as an administrator in Salesforce Lightning (2018 update)
    6m 22s
    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
  • Locked
    7.  Importing leads, accounts or contacts in Salesforce Lightning (2018 update)
    3m 44s
    You can import leads, accounts, and contacts via the import wizard tool found on Salesforce. FREE ACCESS
  • Locked
    8.  Exporting your data in Salesforce Lightning (2018 update)
    4m 32s
    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
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    9.  Mass deleting records in Salesforce Lightning (2018 update)
    3m 22s
    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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