Managing Sales Data in Salesforce Lightning
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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4m 18sAnalyze your sales via reports on Salesforce. See how to access, create and save the preconfigured Salesforce reports. FREE ACCESS
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5m 18sIf 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 Lightning4m 13sIf 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 Lightning4m 42sCreate 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 Lightning3m 40sYou 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 Lightning2m 54sImport 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 Lightning3m 40sExport 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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8. Mass deleting records in Salesforce Lightning3m 7sIf 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
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
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