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SkillSoft Explore Course

Productivity & Collaboration Tools     Productivity Tools     Salesforce Lightning 2018

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



Objectives

Salesforce Lightning 2018: Leads, Opportunities & Accounts

  • speak the Salesforce Lightning sales language
  • understand the Salesforce Lightning sales path
  • create a lead in Salesforce Lightning
  • manage you leads in Salesforce Lightning
  • edit a lead in Salesforce Lightning
  • analyze leads in Salesforce Lightning
  • convert a lead in Salesforce Lightning
  • consult your accounts in Salesforce Lightning
  • create a new Salesforce Lightning count
  • update a Salesforce Lightning count
  • create an opportunity in Salesforce Lightning
  • manage your opportunities in Salesforce Lightning
  • update an opportunity in Salesforce Lightning
  • transfer an element in Salesforce Lightning
  • analyze existing customers in Salesforce Lightning
  • view your Salesforce Lightning pipeline
  • calculate the closing probability in Salesforce Lightning
  • manage your campaigns in Salesforce Lightning
  • attach documents in Salesforce Lightning