Salesforce Lightning 2018: Contact Management & Communication
Salesforce Lightning 2018: Contact Management & Communication
- Creating a contact
- Updating your contacts
- Emailing a contact
- Creating & using email templates
- Creating a mailing list
- Managing contact roles
- Developing a contact strategy
To be successful, you need to keep your contacts in good order. Discover how to create, update, and manage contacts; send emails via Salesforce; and create, edit, and use email templates.
Salesforce Lightning 2018: Keeping Track of Activities
Salesforce Lightning 2018: Keeping Track of Activities
- Creating a task
- Managing your tasks
- Logging a call
- Creating an event
- Using the calendar
- Using the dashboard
- Creating your own dashboard
Salesforce Lightning makes it easy for you to stay organized. Discover how to create and manage tasks and events; work with the calendar; and create, edit, and delete dashboards.
Salesforce Lightning 2018: Leads, Opportunities & Accounts
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
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.
Salesforce Lightning 2018: Managing Sales Data
Salesforce Lightning 2018: Managing Sales Data
- Using reports
- Saving & exporting a report
- Creating a pipeline report
- Creating a custom report
- Configuring email associations
- Managing leads as an administrator
- Importing leads, accounts or contacts
- Exporting your data
- Mass deleting records
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.
Salesforce Lightning 2018: Sign-in & Setup
Salesforce Lightning 2018: Sign-in & Setup
- Signing in
- Getting around in Salesforce Lightning
- Using the search tool
- Performing an advanced search
- Editing your personal information
- Linking your Twitter account to Salesforce
- Creating a new list view
- Changing your email settings
- Customizing the user interface
- Configuring your display
Get acquainted with the latest version of Salesforce Lightning. Discover how to sign in to your account, navigate and customize the interface, edit your personal information, link with your Twitter account, and create a new list view.
