Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Up Next in Salesforce Bootcamp Part 1 - Make Your Own Experience

  • Loading Accounts

    In this lecture, we import the Fortune 500 list of account records into your Salesforce account.

    https://kartrausers.s3.amazonaws.com/mikewheelermedia/6725952_15747245188161748709_1534139041905Fortune500Accounts_5.csv

    We also import 500 Contact records as well, which are listed in the Fortune ...

  • Creating Reports

    In this lesson, we create a Contact & Account Report. We then subscribe to the report. We also further customize the report to perform various groupings. We then create an Opportunity report and then perform Bucketing of the opportunities based on amounts.

  • Creating Dashboards

    In this lecture, we create Dashboards. We also install an app off of the AppExchange to begin populating more reports and dashboards into our orgs.