The new Lightning Experience from Salesforce introduces several Sales Productivity Features, such as the Opportunity Workspace and the Sales Path, which has recently been renamed simply 'Path'. This lecture shows you how to enable the Path and how it is used in Lightning Experience.
NOTE: This lecture has been updated to reflect the Winter '17 Release of Salesforce, which includes a horizontal navigation bar across the top of the screen instead of the navigation bar on the left, which was retired with the Winter '17 Release of Lightning Experience.
This lecture covers opportunity products and price books. Examples are provided for adding opportunity products to an opportunity and showing the impact to the opportunity amount and expected revenue.
We also cover both Revenue Scheduling and Quantity Scheduling on Products. Creating and managi...
Lead Management and Automation is a complex process that entails lead assignment rules, lead field mapping and the lead conversion process. We cover it all in this lecture and show examples of how to map custom lead fields to custom fields on accounts, opportunities and contacts during the lead c...
The lecture covers creating and managing campaigns. Leads are added to campaigns.
Resources:
Campaign Influence - https://help.salesforce.com/articleView?id=campaigns_influence_setup.htm&r=https%3A%2F%2Fwww.udemy.com%2Fcourse%2Fsalesforce-administrator%2Flearn%2Flecture%2F4303082%2F%3Finst...
