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-your-team
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.
In this lecture, I walk you through enabling Work.com in Salesforce Classic. We then add Thanks to the Global Publisher Layout.
We briefly discuss a newer acquisition of Salesforce - Quip.com - their next-level content management and collaboration system. Although Quip is not likely to make its way onto the exam any time soon, you may encounter it in a consulting engagement. This will also give you an idea as to where Sal...
