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Primary Sales Components of Salesforce Applications

Salesforce Certified Administrator - Lightning Experience - Part 2 • 2m 28s

Up Next in Salesforce Certified Administrator - Lightning Experience - Part 2

  • Opportunity Stages and Sales Processes

    Once you have set up Sales Processes, you will find that you can vary the Stages on Opportunities by Sales Process. This enables you to configure and customize Salesforce to support multiple Sales Processes, which is very powerful and is typically leveraged in most Sales Cloud instances that are ...

  • Opportunity Record Types

    Once you have created Sales Processes and customized the available Stages for Opportunities by Sales Process, you can now create Opportunity Record Types. You will associate each Record Type with a corresponding Sales Process. It's typically helpful to name the corresponding Sales Process and Opp...

  • Record Type and Page Layout Assignmen...

    We assign page layouts by Record Type and Profile. We also discuss the setting and implications of the Default Record Type that is set for each Profile.

    Resources:
    Record Type Access in Salesforce - Master Record Type Explained - https://youtu.be/GKu2J2Ij1NE
    Mike Wheeler Media Youtube Channel - ...