Contact Management & Communication in Salesforce Lightning
Salesforce Lightning
| Intermediate
- 5 videos | 23m 54s
- Earns a Badge
To be successful, you need to keep your contacts in good order. Discover how to create, update, and manage contacts; send emails via Salesforce; and create, edit, and use email templates.
WHAT YOU WILL LEARN
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Create contacts in salesforce
Update your contacts in salesforce
Manage duplicates in salesforce -
Email contacts in salesforce
Create and use email templates in salesforce
IN THIS COURSE
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5m 47sWhen you're following a deal you may have multiple contacts involved. See how to create a new contact, add a contact from an existing account as well as attach your contacts to your opportunities in Salesforce. FREE ACCESS
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3m 42sYou can access contacts via your opportunities and accounts. You can also edit contacts from the object page. See how to update, change and remove contacts from Salesforce. FREE ACCESS
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3. Managing duplicates in Salesforce Lightning3m 13sWhen you create a duplicate account Salesforce will warn you to give you the opportunity to remedy this. See how to prevent duplicates or ignore duplicate warnings on Salesforce. FREE ACCESS
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4. Emailing a contact in Salesforce Lightning5m 42sIf you'd like to communicate with your leads, opportunities and accounts via email, you can access them directly from the objects page. See how to find, compose and send emails via Salesforce. FREE ACCESS
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5. Creating & using email templates in Salesforce Lightning5m 31sYou can create, edit and add your own email templates to save time. See how to create, edit and insert email templates on Salesforce. FREE ACCESS
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
Skillsoft is providing you the opportunity to earn a digital badge upon successful completion on some of our courses, which can be shared on any social network or business platform.
Digital badges are yours to keep, forever.
