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SkillSoft Explore Course

Productivity & Collaboration Tools     Productivity Tools     Salesforce for End Users     Salesforce Lightning 2018

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 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