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Mike Wheeler has taught over 135,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
This course introduces you to the new user interface for Salesforce - Lightning Experience. I walk you through each section and function of this new user interface to help you make the transition from the Salesforce Classic user interface.
I have structured this course to cover the key UI components of Lightning Experience to make you productive quickly on this new interface. I cover all of the key Salesforce concepts and functions for:
Reports and Dashboards have undergone a major transformation with this new user interface. I walk you through the highlights of new report types, as well as dashboard layouts.
We also walk through the new sales enablement and enhancement tool only found in Lightning Experience, called Sales Path.
We get started with an introduction, and I go over my background and certifications on the Salesforce Platform. In this lecture I give you a broad overview of what this course encompasses and the sequence we are going to go in.
Switching from Salesforce Classic to Lightning Experience
A new feature that can be configured to drive better sales performance is called the Sales Path. This new functionality, only in Lightning Experience, is used to drive engagement of Sales Reps, providing guidance along each stage of an Opportunity, to encourage data completeness by focusing on ke...
Qualifying Leads in Salesforce Lightning Experience
This lecture introduces you to the new terminology of Collaboration, which is what Chatter is now called in Lightning Experience. We demonstrate the Collaboration features in Lightning Experience and how they differ from Salesforce Classic.
Converting Leads in Salesforce Lightning Experience
The lead conversion process is covered in this lecture. Lightning Experience handles converting a lead somewhat differently than the classic interface, but in the end, you can create a Contact, Account and Opportunity whenever you are converting a lead.
Corresponding with Leads in Salesforce Lightning Experience
In this lecture, I show you how to correspond with leads in Lightning Experience. I send an email to a lead, creating an email template with merge fields in the process. I also demonstrate how to preview an email template to be sure you are not emailing your leads as 'Dear Firstname'.
Account Management in Salesforce Lightning Experience
I demonstrate how the Account page layout in Lightning is designed more from a reference than an action standpoint. I compare the Account page and how it differs from Opportunities and Leads - explaining why Activity Management appears in different locations across different objects.
Gaining Account Insights with News In Lightning Experience
In this lecture, we discuss News, which was previously known as Account Insights. I cover how relevant News is pulled in by creating a new account. On that new account page the News items display dynamically related to the new account. I also discuss the various sources that this information is p...
Preventing Duplicate Accounts in Lightning Experience
Dupes. Dupes. Dupes. Duplicates have been a problem with Salesforce for quite some time. They have recently rolled out better duplicate prevention features. I show you how to prevent these duplicates in Lightning Experience.
I walk you through how to create a new duplicate account rule, a corres...
Keeping in Contact & Corresponding With Contacts in Lightning
In this lecture I demonstrate how to create new contacts from an Account and from the Contacts tab. I also cover how to correspond with contacts via sending emails and logging calls in Lightning Experience.
Preventing Duplicate Contacts in Lightning Experience
In this lecture I walk you through how to create a duplicate rule to prevent duplicate Contacts in Lightning Experience. We make a Contact Matching Rule and Duplicate Rule. We then activate them and put them to the test.
Working and Closing Opportunities in Lightning Experience
In this lecture I show you how to create a new opportunity from an account in Lightning Experience. I cover the amount, next steps, and other key fields for an opportunity. We cover the Opportunities related list on the Account and then we dive deep into the Opportunity page layout.
Increase Sales Productivity with the Sales Path in Lightning Experience
I demonstrate the Sales 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 Sa...
Introducing the Crazy Cool Kanban Opportunity Board
This is simply the most talked about, jaw dropping feature of Lightning Experience. You may have heard it called the Opportunity Board. Whatever you call it, it is cool and we are going to dive into the Opportunity Kan Ban. I'll show you how to set it up in your own Salesforce instance.
Contact Roles on Opportunities - Decision Makers, Influencers Buyers
In this lecture I show you how to adjust your page layout via the Lighting Page Editor to move the Contact Roles related list higher up on the opportunity page layout. I then show you how to add Contact Roles to Opportunities. Contract Roles help you signify who the Executive Sponsor, Decision Ma...