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
speak the Salesforce Lightning sales language
understand the Salesforce Lightning sales path
create a lead in Salesforce Lightning
manage you leads in Salesforce Lightning
edit a lead in Salesforce Lightning
analyze leads in Salesforce Lightning
convert a lead in Salesforce Lightning
consult your accounts in Salesforce Lightning
create a new Salesforce Lightning count
update a Salesforce Lightning count
create an opportunity in Salesforce Lightning
manage your opportunities in Salesforce Lightning
update an opportunity in Salesforce Lightning
transfer an element in Salesforce Lightning
analyze existing customers in Salesforce Lightning
view your Salesforce Lightning pipeline
calculate the closing probability in Salesforce Lightning
manage your campaigns in Salesforce Lightning
attach documents in Salesforce Lightning
Course Number: ds_sali18_02_enus
Expertise Level
Intermediate