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Mike Wheeler has taught over 150,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
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 scrol...
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.