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...
In this lesson we create users with different license types and assign them to the various Custom Profiles we previously created.
