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

  • 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.

  • Salesforce Mobile

    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.

  • Creating Roles

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