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Creating Custom Report Types

Salesforce Bootcamp Part 1 - Make Your Own Experience • 9m 21s

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

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    In this lesson, we set up Salesforce Mobile in our org. We work through the Mobile Setup Wizard and preview what the Navigation Menu, Compact Layout and Global Actions look like.

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    In this lesson, we adjust the Role Hierarchy in our org to match the Org Chart.

  • Creating Profiles

    In this lesson, we revisit our org chart for our fictional company. We create a new custom profile for the President of the Company, Allison President. We make additional custom profiles for Vice-President and then division specific custom profiles for the Marketing Manager, Sales Manager and Ser...