Salesforce Lightning: Managing Sales Data

Overview/Description
Expected Duration
Lesson Objectives
Course Number
Expertise Level

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Overview/Description

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.

Expected Duration (hours)
0.5

Lesson Objectives

Salesforce Lightning: Managing Sales Data

use predefined reports in Salesforce

create custom reports in Salesforce

configure email associations in Salesforce

manage leads as an administrator in Salesforce

import leads, accounts and contacts in Salesforce

conduct mass imports in Salesforce

export data from Salesforce

mass delete records in Salesforce

Course Number:
ds_salesli_05_enus

Expertise Level
Expert