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

  • create leads in Salesforce
  • manage your leads in Salesforce
  • edit a lead in Salesforce
  • convert a lead in Salesforce
  • consult your accounts in Salesforce
  • create new accounts in Salesforce
  • update an account in Salesforce
  • create opportunities in Salesforce
  • manage your opportunities in Salesforce
  • update an opportunity in Salesforce
  • transfer elements in Salesforce
  • manage your companies in Salesforce
  • attach documents in Salesforce
  • log calls in Salesforce
  • Course Number:
    ds_salesli_02_enus

    Expertise Level
    Intermediate