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SkillSoft Explore Course

Collections     Essentials     SalesForce     Salesforce Lightning (No Assessments)

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.



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