In this lesson, we explore another visual representation of List Views – Kanban List Views. We address how to set the Kanban Grouping by Status on Cases and also look at dynamic updates to not only cases but leads and opportunities as well.
In this lesson, we start out in Salesforce Classic, because Home Page Layouts are not available to customize via the Setup Menu in Lightning Experience.
To customize a Home Page Layout in Salesforce Classic:
1. Go to Setup > Customize > Home > Home Page Layouts.
2. Click the New button.
3. Se...
Here's a new feature on Lightning that may appear on your exam - Themes and Branding. Learn how to customize the appearance of Salesforce Lightning in your org.
In this lesson, we create a new user account.
To create a user account for our fictional co-worker, John Doe:
1. Click Setup to display the Setup menu.
2. Search for Users in the Setup search field on the left.
3. Locate and click on the Users link located under the Manage Users section of th...
