Salesforce Lightning 2018 E-Learning

Salesforce Lightning 2018 E-Learning Training

Bestel deze unieke E-Learning cursus Salesforce Lightning 2018 online, 1 jaar 24/ 7 toegang tot rijke interactieve video’s, spraak, voortgangsbewaking door rapportages en testen per hoofdstuk om de kennis direct te toetsen. 

Cursusinhoud

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