In this lecture, I show you different types of Lightning Experience charts. We discuss where Lightning Charts may be viewed. We also discuss the Kanban Board, which is available for Lead and Opportunity List views that are filtered to include records of just one record type.
In this introductory lecture, I prepare you for the Mobile section of this course. We will be getting into the Salesforce1 mobile app, in-depth, as we prepare for this section of the exam.
In this lecture we tour the Salesforce1 interface. The Search functionality of Salesforce1 is shown. The Navigation menu is explored, along with Global Actions. I demonstrate performing a Chatter post in Salesforce1. I also show how to add a photo to a Chatter post, using the camera in your phone...
In this lecture I demonstrate how to access Lead records, as well as follow them in Chatter. I show you how to access the Lead's Feed, Details, and Related tabs. I also cover the object specific actions that can be performed on a Lead Record, such as logging a call, adding a new task, posting to ...
