Course details

Salesforce Lightning 2018: Leads, Opportunities & Accounts

Salesforce Lightning 2018: Leads, Opportunities & Accounts


Overview/Description
Expected Duration
Lesson Objectives
Course Number
Expertise Level



Overview/Description

To get the most out of Salesforce, you must be able to work with leads, accounts, and opportunities. Explore these concepts, and discover how to create, edit, and manage them in Salesforce.



Expected Duration (hours)
1.6

Lesson Objectives

Salesforce Lightning 2018: Leads, Opportunities & Accounts

  • Speaking the sales language
  • Understanding the sales path
  • Creating a lead
  • Managing your leads
  • Editing a lead
  • Analyzing leads
  • Converting a lead
  • Consulting your accounts
  • Creating a new account
  • Updating an account
  • Creating an opportunity
  • Managing your opportunities
  • Updating an opportunity
  • Transferring an element
  • Analyzing existing customers
  • Viewing your pipeline
  • Calculating the closing probability
  • Managing your campaigns
  • Attaching documents
  • Course Number:
    ds_sali18_02_enus

    Expertise Level
    Intermediate