Our industry is facing an inflection point, and we believe the tech industry has an urgent responsibility to help shape the future. Dupes. Mobile apps included in your subscription as well! In this lecture I demonstrate some of the differences.Sales collaboration features with Chatter are covered in this lecture.
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. We will highlight what to know when training on the Lightning experience. Show More. I'll show you how to set it up in your own Salesforce instance.In this lecture I show you how to adjust your page layout via the Lighting Page Editor to move the Contact Roles related list higher up on the opportunity page layout. In this lecture, I discuss the different areas we will be covering as it relates to Sales in Lightning Experience.I demonstrate how the Account page layout in Lightning is designed more from a reference than an action standpoint. Salesforce Lightning UI course is a step -by-step video course that offers immediate and valuable solutions to the new set of UI tools included in Lightning. Whatever you call it, it is cool and we are going to dive into the Opportunity Kan Ban. Join our #SalesforceOhana to be part of one of the World's Best Workplaces for three years in a row. Refer to this invaluable how-to course for training on Salesforce Lightning. We cover the Opportunities related list on the Account and then we dive deep into the Opportunity page layout.I demonstrate the Sales Path in Lightning Experience. I also cover how to pose a Question in Chatter as well. Get insights and tips for managing business through crisis from Trailblazers. We get started with an introduction, and I go over my background and certifications on the Salesforce Platform. We demonstrate the Collaboration features in Lightning Experience and how they differ from Salesforce Classic.This lecture details what functionality will be missing or not supported in Lightning Experience if your Salesforce organization does not have Chatter enabled.The lead conversion process is covered in this lecture. I compare the Account page and how it differs from Opportunities and Leads - explaining why Activity Management appears in different locations across different objects.In this lecture, we discuss News, which was previously known as Account Insights. I also demonstrate how to preview an email template to be sure you are not emailing your leads as 'Dear Firstname'.In this lecture, I show you how to create a new campaign in Lightning Experience. I walk you through various Chatter features on Opportunities, Contacts and Accounts. This course introduces you to the new user interface for Salesforce - Lightning Experience. You may have heard it called the Opportunity Board.
The goal will be to highlight best practices as well as common pitfalls with this migration. Mike Wheeler has taught over 125,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams. An all-new suite of apps, expertise, and services to manage this crisis today, and thrive tomorrow. Duplicates have been a problem with Salesforce for quite some time. Train users to do their jobs in Lightning Experience so they’re comfortable and productive from day one of your launch.
Welcome to Salesforce Customer 360, One Integrated CRM Platform for uniting Marketing, Sales, Commerce, Service, and I.T.
They have recently rolled out better duplicate prevention features. Effective End User Training for the Lightning Experience (2) See how Salesforce is helping companies of every size get on the path to their best business. We cover Chatter basics, such as @ mentioning users, creating topics via hashtags, the WYSIWYG editor and more.I create a Chatter Poll, how to vote, and refresh.
These projects are completely in-line with the modules mentioned in the curriculum. I cover the Key Fields and Guidance for Success that guide you in filling in the most important information on an opportunity as it travels through the different stages of your sales process.I then show you how to configure and set up the Sa...This is simply the most talked about, jaw dropping feature of Lightning Experience.
I cover all of the key Salesforce concepts and functions for:Reports and Dashboards have undergone a major transformation with this new user interface. We make a Contact Matching Rule and Duplicate Rule.
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