SkillSoft Explore Course – Lambers, Inc.

Productivity & Collaboration Tools Productivity Tools Salesforce Lightning (No Assessments)

To get the most out of Salesforce, you must be able to work with leads, accounts, and opportunities. ExploreÂ these concepts, and discover how to create, edit, and manage them in Salesforce.

Asset ID	ds_salesli_02_enus
Course Type	Video Course
Course Category	Productivity Tools

Objectives
Salesforce Lightning: Leads, Opportunities, & Accounts create leads in Salesforce manage your leads in Salesforce edit a lead in Salesforce convert a lead in Salesforce consult your accounts in Salesforce create new accounts in Salesforce update an account in Salesforce create opportunities in Salesforce manage your opportunities in Salesforce update an opportunity in Salesforce transfer elements in Salesforce manage your companies in Salesforce attach documents in Salesforce log calls in Salesforce

Objectives

Salesforce Lightning: Leads, Opportunities, & Accounts

create leads in Salesforce
manage your leads in Salesforce
edit a lead in Salesforce
convert a lead in Salesforce
consult your accounts in Salesforce
create new accounts in Salesforce
update an account in Salesforce
create opportunities in Salesforce
manage your opportunities in Salesforce
update an opportunity in Salesforce
transfer elements in Salesforce
manage your companies in Salesforce
attach documents in Salesforce
log calls in Salesforce