Salesforce Lightning 2018: Managing Sales Data Overview/Description Expected Duration Lesson Objectives Course Number Expertise Level 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)
0.8
Lesson Objectives Salesforce Lightning 2018: Managing Sales Data
use reports on Salesforce Lightning
save and export a report in Salesforce Lightning
create a pipeline report in Salesforce Lightning
create a custom report in Salesforce Lightning
configure email associations in Salesforce Lightning
manage leads as an administrator in Salesforce Lightning
import leads, accounts or contacts in Salesforce Lightning
export your data in Salesforce Lightning
mass delete records in Salesforce Lightning
Course Number: ds_sali18_05_enus
Expertise Level
Expert