Salesforce Lightning 2018 E-Learning Ausbildung

Bestellen Sie diesen einzigartigen E-Learning-Kurs Salesforce Lightning 2018 online, 1 Jahr rund um die Uhr Zugriff auf umfangreiche interaktive Videos, Sprache, Fortschrittsüberwachung durch Berichte und Kapiteltests, um das Wissen direkt zu testen.

Kursinhalt

Salesforce Lightning: Sign-in & Setup

Course: 42 Minutes

• 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

Course: 1 Hour, 38 Minutes

• 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

Course: 40 Minutes

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

Salesforce Lightning: Contact Management & Communication

Course: 31 Minutes

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

Salesforce Lightning: Managing Sales Data

Course: 45 Minutes

• 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