In this lecture I walk you through the process of migrating your Salesforce instance to Lightning Experience. We modify Activity Settings and also review Critical Updates. We enable News, formerly known as Account Insights. We also enable Notes. We assign users who are able to use Lightning Experience and then finally, we enable it in our organization.
Please note that as of the Spring '17 release, the Shared Activities setting is no longer available.
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 ke...
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.
