The Salesforce Lightning Process Builder is a newer option available to administrators to perform more complex functionality than is available through traditional workflow rules. Via the Process Builder, you can perform advanced actions, such as create new records, perform cross-object field updates, and more. This lecture will get you oriented with the Process Builder and gain understanding on when to use the Process Builder versus when to utilize Workflow Rules.
This lecture takes you through the Salesforce User Interface, at an introductory level. The initial screen to register your phone number with your Salesforce account is also shown. The Application Menu and Tabs are introduced and explained, along with a glimpse of your home page.
The next section of this course covers the Desktop and Mobile Administration knowledge area from the Exam Guide. Please note that I refer to the Salesforce Mobile app as Salesforce1 - this was the original name of the mobile app when Salesforce first released it. They have since renamed the mobil...
Salesforce1 is the Salesforce mobile app available for iOS and Android. You can also run Salesforce1 via a mobile browser on any mobile device. This lecture goes through the process of rolling out Salesforce1 to your org. We also demonstrate some of the User Interface features of Salesforce1, alo...
