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.
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.
