Learn on-demand and on-the-go with our state-of-the-art learning platform. Get insights and tips for managing business through crisis from Trailblazers. I then show you how to add Contact Roles to Opportunities. I also show you the various list views available for Campaigns in Lightning.I discuss budgeted vs. actual cost vs. expected revenue. Refer to this invaluable how-to course for training on Salesforce Lightning. I show you how to prevent these duplicates in Lightning Experience.I walk you through how to create a new duplicate account rule, a corres...In this lecture I demonstrate how to create new contacts from an Account and from the Contacts tab. Train users to do their jobs in Lightning Experience so they’re comfortable and productive from day one of your launch. An all-new suite of apps, expertise, and services to manage this crisis today, and thrive tomorrow. I also cover how to pose a Question in Chatter as well. Mobile apps included in your subscription as well! Learn more about Salesforce's commitment to creating a more equal world for all. Hear thought leaders discuss the salient issues affecting us all as we manage change. We are stronger together. These projects are completely in-line with the modules mentioned in the curriculum. I have structured this course to cover the key UI components of Lightning Experience to make you productive quickly on this new interface. In this lecture I give you a broad overview of what this course encompasses and the sequence we are going to go in.In this lecture I walk you through signing up for your own free Salesforce account, which you can keep for life.Now that you have signed up for your free Salesforce account, I show you how to log in and complete the Lightning Experience Migration Assistant.A new feature that can be configured to drive better sales performance is called the Sales Path. Effective End User Training for the Lightning Experience (2) Salespeople and technical users and consultants will no longer have to resort to learning the interface on their own, which is very time consuming. We make a Contact Matching Rule and Duplicate Rule. We also look at Campaign ...In this lecture I show you how to collaborate on Leads in Chatter. The two modules in this trail are designed to show Salesforce Classic users how to switch gears to Lightning Experience. Departments. 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. We will highlight what to know when training on the Lightning experience. I also discuss the various sources that this information is p...Dupes. Join our #SalesforceOhana to be part of one of the World's Best Workplaces for three years in a row.
Duplicates have been a problem with Salesforce for quite some time. We then activate them and put them to the test.In this lecture I show you how to create a new opportunity from an account in Lightning Experience. 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. We get started with an introduction, and I go over my background and certifications on the Salesforce Platform.