Course details

Salesforce Lightning: Leads, Opportunities, & Accounts

Overview/Description
Expected Duration
Lesson Objectives
Course Number
Expertise Level

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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