Skill

Salesforce Lightning for Business Users

May 2018 with Jamie Grettum

In this course, trainer Jamie Grettum covers some of the exciting features offered in the Lightning edition of Salesforce. Learn how to perform common and essential business user tasks, such as interacting with the navigation bar, creating and managing accounts, working with leads and opportunities, and much more.

Recommended Experience

Familiarity with typical Sales and Marketing environments is recommended, but not necessary

Recommended Equipment

None

Related Certifications

None

Related Job Functions

If you possess a role in Sales or Marketing, this training will benefit you

Jamie Grettum has been a CBT Nuggets trainer since 2017 and possesses a wealth of Salesforce knowledge and experience she wants to share with others.

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Videos in this skill

1. A Day in the Life of a Salesforce User (7:06)
2. Tour Lightning Tabs and Navigation Bar (5:11)
3. The Salesforce Data Model (4:36)
4. Where is my data in Salesforce? (8:52)
5. Create and Manage Accounts in Salesforce (8:01)
6. Add Contacts Related to Accounts (7:57)
7. What is a Lead in Salesforce? (3:21)
8. Work Your Leads! (10:15)
9. Convert a Lead (10:04)
10. Create an Opportunity (10:32)
11. Master the Opportunity Workspace (9:58)
12. Use Path to Work your Opportunities (4:00)

Quizzes & Practice Exams

Reinforce core concepts and new skills with built-in quiz questions, and exams.

Virtual Labs

Explore new technology and apply your expertise in customized virtual labs.

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