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