In this lesson, we discuss what an application is in Salesforce. We get introduced to the App Launcher in Lightning Experience. I also discuss the various applications that are available by default in the free Salesforce developer account.
In this lesson, we look at one of the core fundamental functions that Salesforce excels in: processes. We discuss the primary process for each of Marketing (Lead Process), Sales (Sales Process) and Service (Support Process).
As we are initially working through creating our utility type applicati...
In this lesson, we cover the Lead Conversion process. I discuss field mapping involved in the Lead Conversion process and we demonstrate how to map lead fields over to Accounts, Contacts and Opportunities. We also look at Lead Assignment Rules, Web-to-Lead forms, Lead Auto-Response Rules, general...
In this lesson, we create Opportunity Record Types for Job, Project and Volunteer opportunities.
