Salesforce Lightning Experience for Sales Leaders (SP-LDR101)

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Course Overview

This course is designed to teach sales leaders, such a managers and directors, the best ways to manage a team well using Salesforce. The instructor will focus on Kanban Boards, important reports, and other key features a sales leader can use to immediately increase effectiveness of Salesforce as a sales team accelerator.

Who Should Attend

Sales Leaders using Salesforce

Course Objectives

    • Introductions / Login to Lightning Training Org
    • Overview of Salesforce Lightning for Sales
    • Working with List Views
    • Creating and effectively using a Kanban Board
    • Running Reports to help you lead the team
    • Using Salesforce for Pipeline Review meetings
    • Increasing user Adoption
    • Question & Answer

Course Outline

  • Introductions / Login to Lightning Training Org
  • Overview of Salesforce Lightning for Sales
  • Working with List Views
  • Creating and effectively using a Kanban Board
  • Running Reports to help you lead the team
  • Using Salesforce for Pipeline Review meetings
  • Increasing user Adoption
  • Question & Answer

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Class Dates & Times

Class times are listed Central time

This is a half-day class

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