Salesforce Lightning Experience for Sales Reps (SP-SLX101)

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Course Overview

This course is designed to teach sales people the basics of Salesforce Lightning.

Who Should Attend

Sales Reps with no experience of using the Salesforce CRM

Course Objectives

    • Welcome & Introductions
    • Setting up a Practice Site
    • Terminology
    • Salesforce Basics
    • Leads
    • Activities
    • Converting Leads
    • Accounts
    • Contacts
    • Opportunities
    • Data Management – List Views
    • Kanban Opportunity Board
    • A Plan to Win
    • Putting it All Together
    • Cool Tips!

Course Outline

  • Welcome & Introductions
  • Setting up a Practice Site
  • Terminology
  • Salesforce Basics
  • Leads
  • Activities
  • Converting Leads
  • Accounts
  • Contacts
  • Opportunities
  • Data Management – List Views
  • Kanban Opportunity Board
  • A Plan to Win
  • Putting it All Together
  • Cool Tips!

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Class Dates & Times

Class times are listed Eastern time

This is a half-day class

Price: $450.00

Class dates not listed.
Please contact us for available dates and times.