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Details

Order this unique Elearning course Salesforce Lightning 2018 online, 1 year 24/7 access to rich interactive videos, speech, progress monitoring through reports and tests per chapter to directly test the knowledge.

Duration: 7 hours
Language: English
Certificate of participation: Yes
Online access: 365 days
Progress monitoring: Yes
Award Winning E-learning: Yes
Suitable for mobile: Yes
Completion: Certificate of participation

Outline

Salesforce Lightning: Sign-in & Setup

  • Signing in
  • Getting around in Salesforce Lightning
  • Using the search tool
  • Performing an advanced search
  • Editing your personal information
  • Linking your Twitter account to Salesforce
  • Creating a new list view
  • Changing your email settings
  • Customizing the user interface
  • Configuring your display

Salesforce Lightning: Leads, Opportunities, & Accounts

  • Creating a lead
  • Managing your leads
  • Editing a lead
  • Converting a lead
  • Consulting your accounts
  • Creating a new account
  • Updating an account
  • Creating an opportunity
  • Managing your opportunities
  • Updating an opportunity
  • Transferring an element
  • Managing your campaigns
  • Attaching documents
  • Logging a call

Salesforce Lightning: Keeping Track of Activities

  • Creating a task
  • Managing your tasks
  • Creating an event
  • Using the calendar
  • Using the dashboard
  • Creating your own dashboard

Salesforce Lightning: Contact Management & Communication

  • Creating a contact
  • Updating your contacts
  • Managing duplicates
  • Emailing a contact
  • Creating & using email templates

Salesforce Lightning: Managing Sales Data

  • Using predefined reports
  • Creating a custom report
  • Configuring email associations
  • Managing leads as an administrator
  • Importing leads, accounts or contacts
  • Conducting mass imports
  • Exporting your data
  • Mass deleting records
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How does a training course at OEM Office Elearning Menu work? ...

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