In this lecture we look at some of the productivity and adoption tools that are available in the Sales Cloud. We also revisit the Sales Adoption Dashboards app on the AppExchange.
Resource:
Salesforce Adoption Dashboards - https://appexchange.salesforce.com/listingDetail?listingId=a0N30000004gHhLEAU
In this lecture, we discuss the various Email tools that are available in Salesforce, such as Lightning Sync, Lightning for Outlook, Lightning for Gmail and Email to Salesforce.
In this lecture, I enable the Path in Salesforce and then configure it to highlight Key Fields and Guidance for Success for the different stages of an opportunity.
Resource:
Customize a Sales Path for Your Team - https://trailhead.salesforce.com/content/learn/projects/customize-a-sales-path-for-...
We explore some of the various ways you can leverage Chatter to collaborate in the Sales process. Some of the core functionality of Chatter and Chatter Groups are demonstrated.
