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Salesforce Lightning Experience User Training
Introduction and Getting Started
My Bio and Getting Started (1:36)
Signing Up for a Free Salesforce Account (5:53)
Signing In and Completing the Lightning Experience Migration Assistant (10:05)
Switching from Salesforce Classic to Lightning Experience (2:18)
Lightning Experience Interface Quick Tour (9:55)
Marketing in Salesforce Lightning Experience
Introduction to Marketing in Salesforce Lightning Experience (1:06)
Qualifying Leads in Salesforce Lightning Experience (13:26)
Preventing Duplicate Leads in Lightning Experience (3:46)
Converting Leads in Salesforce Lightning Experience (3:42)
Corresponding with Leads in Salesforce Lightning Experience (6:08)
Creating Campaigns in Lightning Experience (7:59)
Collaborating on Leads and Campaigns with Chatter in Lightning Experience (6:50)
Sales in Salesforce Lightning Experience
Introduction to Sales in Lightning Experience (3:46)
Account Management in Salesforce Lightning Experience (7:26)
Gaining Account Insights with News In Lightning Experience (5:11)
Preventing Duplicate Accounts in Lightning Experience (6:48)
Keeping in Contact & Corresponding With Contacts in Lightning (6:11)
Preventing Duplicate Contacts in Lightning Experience (4:08)
Working and Closing Opportunities in Lightning Experience (11:44)
Increase Sales Productivity with the Sales Path in Lightning Experience (6:47)
Introducing the Crazy Cool Kanban Opportunity Board (3:05)
Contact Roles on Opportunities - Decision Makers, Influencers Buyers (3:25)
Identifying Influential Campaigns on Opportunities (2:56)
Collaborating on Accounts, Contacts and Opportunities with Chatter in Lightning Experience (6:49)
Service in Salesforce Lightning Experience
Introduction to Service in Salesforce Lightning Experience (1:17)
Case Management in Lightning Experience (6:34)
Case Correspondence in Lightning Experience (6:05)
Case Collaboration with Chatter in Lightning Experience (4:19)
Analytics in Salesforce Lightning Experience
Introduction to Analytics in Salesforce Lightning Experience (1:45)
Installing Reports and Dashboards Apps in Lightning Experience (9:23)
Reports in Salesforce Lightning Experience (7:26)
Dashboard Driven Decision Making in Lightning Experience (10:01)
In Conclusion
Thank You and Next Steps (2:19)
Contact Roles on Opportunities - Decision Makers, Influencers Buyers
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