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...
In this lecture, I demonstrate how to create a Custom Button. This button executes JavaScript, which populates today's date into the Close Date field on an opportunity. We also add the custom button to the page layout in order to test it out and see it in action.
Resource:
Custom Button Code - ...
