n this lecture I demonstrate how to access Cases in Salesforce1. I demonstrate the functionality of the Feed, Details and Related tabs for cases. I cover object-specific actions for Cases in Salesforce1. I demonstrate creating a new case and following it in Chatter from my phone.
I also cover how to delete a case. Related cards for the Account and Contact on a Case is also covered. I also show you how to access Cases from an account, to give you a holistic view of your Case Management for an account from your phone.
I also demonstrate how to re-open a closed case.
This lecture is rounded out with Case Analytics by visiting various reports and dashboards related to Cases in Salesforce1. I demonstrate how to access the underlying report that a dashboard is deriving its data from, and data sorting.
I demonstrate various advanced techniques you can utilize in Salesforce. Items covered include:
Hover Links
Related List Links
Inline Editing
List View Editing
Selecting Multiple Rows in List Views
Mass Editing from List Views
Printable Views from List Views and Detail Records
Chatter Fee...
The Enhanced Page Layout Editor is also demonstrated in this lecture, where we add the Campaign Influence related list. I also demonstrate how ROI is measured between campaigns and opportunities as we go through the Campaign ROI Analysis Report.
