In this lecture, I demonstrate how to add a new section to a page layout and give it a title. I also cover how to specify if the section is 1 or 2 columns, as well as setting the tab order for the section. I show you how to move an embedded Visualforce page into this new section, remove the scrollbar and label for the page, along with adding additional fields to the page layout. I also cover how to add blank space to a standard page layout.
In this lecture I demonstrate how to assign page layouts to profiles, at the object level. You can assign page layouts per record type. We look at page layout assignments for Campaigns, Accounts, and Opportunities.
n this lecture, we create a new Sales Process for Closed Won opportunities. From there, we associate that Sales Process with a new Opportunity Record Type for Closed Won Opportunities and lock down the Stages that are available for this new type of opportunity.
We also create a new page layout a...
I demonstrate setting up a Path in Lightning Experience. I cover the Key Fields and Guidance for Success that guide you in filling in the most important information on an opportunity as it travels through the different stages of your sales process.
I then show you how to configure and set up the...
