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)
0.7

Lesson Objectives

Salesforce Lightning 2018: Managing Sales Data

  • Using reports
  • Saving & exporting a report
  • Creating a pipeline report
  • Creating a custom report
  • Configuring email associations
  • Managing leads as an administrator
  • Importing leads, accounts or contacts
  • Exporting your data
  • Mass deleting records
  • Course Number:
    ds_sali18_05_enus

    Expertise Level
    Expert