Course details

Salesforce Lightning: Leads, Opportunities, & Accounts

Salesforce Lightning: 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)
1.0

Lesson Objectives

Salesforce Lightning: Leads, Opportunities, & Accounts

  • Creating a lead
  • Managing your leads
  • Editing a lead
  • 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
  • Managing your campaigns
  • Attaching documents
  • Logging a call
  • Course Number:
    ds_salesli_02_enus

    Expertise Level
    Intermediate