Use the Product Family picklist to categorize your products. For example, if your company sells both hardware and software, you can create two product families: Hardware and Software.
Resource:
Organize Products with Product Families - https://help.salesforce.com/articleView?id=sf.customize_productfamily.htm&type=5
In this lesson, we enable Customizable Campaign Influence.
Resources:
Enable Customizable Campaign Influence - https://help.salesforce.com/articleView?id=campaigns_influence_customizable_setup.htm&type=5
Add Customizable Campaign Influence Related Lists https://help.salesforce.com/article...
In this lesson, I address how to set your permissions in order to use Campaign Influence. I reference the Campaign Influence Implementation Guide that lists the different related lists you can add to various page layouts, as well as a specific Permission Set License you may need to be assigned in...
In this lesson, we create a Lightning App for Project Management. We also adjust the order of the apps that appear when clicking the App Launcher, making our new Project Management app the top of the list.
