Salesforce: Salesforce Lightning 2018

E-learning Salesforce Lightning 2018. 

Bestel deze unieke Elearning 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