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 times are listed Central time
This is a half-day class
Class dates not listed.
Please contact us for available dates and times.