A new feature that can be configured to drive better sales performance is called the Sales Path. This new functionality, only in Lightning Experience, is used to drive engagement of Sales Reps, providing guidance along each stage of an Opportunity, to encourage data completeness by focusing on key fields at certain steps along the sales path.
In this lecture, we get oriented to the new Salesforce Lightning Experience user interface. I walk you through some of the core, universal features, such as Search, the Navigation Bar, and more.
This lecture takes you through the Salesforce User Interface, at an introductory level. The initial screen to register your phone number with your Salesforce account is also shown. The Application Menu and Tabs are introduced and explained, along with a glimpse of your home page.
In this lecture, I show you how to access the Setup menu in Salesforce Classic and in Salesforce Lightning Experience. Once there, we navigate through much of the Setup menu and discuss searching through Setup. I also visit the Company Information screen and show you how to specify changes to you...
