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

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    In this lesson we look at the Kanban display feature of list views. For any object that has an underlying Process in Salesforce, such as Support, Sales and Lead Processes, you will find the ability to display KanBan List Views in Lightning Experience.

    We explore the functionality of KanBan List ...

  • Subscribing to Reports

    In this lesson, we work through the process of subscribing to reports, based on criteria. You will find subscribing to reports enables you to be proactive and alerted whenever certain conditions arise in your org.

  • Creating Custom Report Types

    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.