Introduction to Salesforce for Marketing - Lightning

Begins: 12/25/2020  at  12:00 pm Eastern Time (US)
Ends: 12/25/2020  at  5:00 pm Eastern Time (US)
Notes: This is a Private class and cannot accept additional participants. Please contact Stony Point for more information about private, in-person, group classes.
Instructor: TBD
Location: Virtual
Price: $300
Class Code: SPMA-101L

Overview

Welcome to the Lightning Experience, the latest user experience from Salesforce. Influenced by the growing popularity of mobile, Lightning takes a sales-centric mindset and provides the user with an intuitive, intelligent interface from the mobile experience bringing it to the desktop.

This online class is delivered by a live instructor and is specifically designed to teach marketing people the basics of Salesforce Lightning Experience. The instructor will focus on the key features in Lightning that a marketer can use to immediately become effective with Salesforce Lightning. 

A student in this class will learn how to manage leads and campaigns. In addition, the instructor will show students how to use the lead import wizard to manage large campaigns. Finally, the student will learn how to use and create list views and reports. 

Each student will be given a practice learning environment to participate in hands-on exercises during the class. The student will be able to use that learning environment indefinitely after the class without any additional fee.

Who Should Attend

Marketers with little or no experience with Salesforce or those wanting a refresher on how to effectively manage leads and campaigns within Salesforce Lightning.

Agenda

  • Introductions / Login to Training Orgs
  • Overview of Salesforce for marketing
  • Working with Leads
  • Working with Campaigns
  • Importing Leads
  • Mass Updating Leads
  • Creating List Views & Reports
  • Question & Answer

Delivery Format

Virtual – 5 Hours

Pricing Details

$300 / student

Additional Class Sessions

Begins
Ends
Instructor
Location
12/25/2020
12/25/2020TBDVirtual