In this lesson, I walk through the process of creating a Custom Report Type. For this custom report type, we create an Account, Contact, Opportunity and Contact Role report.
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.
In this lesson, we adjust the Role Hierarchy in our org to match the Org Chart.
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...
