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.

In this lecture I walk you through signing up for your own free Salesforce account, which you can keep for life.

Now that you have signed up for your free Salesforce account, I show you how to log in and complete the Lightning Experience Migration Assistant.

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...

In this lecture, we get oriented to the new Salesforce Lightning Experience user interface. I walk you through some of the core, universal features, such as Search, the Navigation Bar, and more.

In this lecture, I discuss the different areas we will be covering as it relates to Marketing in 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.

This lecture details what functionality will be missing or not supported in Lightning Experience if your Salesforce organization does not have Chatter enabled.

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.

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'.

I also sho...

In this lecture, I show you how to create a new campaign in Lightning Experience. I also show you the various list views available for Campaigns in Lightning.

I discuss budgeted vs. actual cost vs. expected revenue. We also look at Campaign Influence with Opportunities. We also look at Campaign ...

In this lecture I show you how to collaborate on Leads in Chatter. We cover Chatter basics, such as @ mentioning users, creating topics via hashtags, the WYSIWYG editor and more.

I create a Chatter Poll, how to vote, and refresh. I also cover how to pose a Question in Chatter as well. 

I also h...

In this lecture, I discuss the different areas we will be covering as it relates to Sales in 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.

I demonstra...

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...

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...

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.

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.

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.

I also cover...

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...

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.

I demons...

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...

Influential Campaigns are not as robust and fully functional in Lightning Experience as they are in the classic interface. In this lecture I demonstrate some of the differences.

Sales collaboration features with Chatter are covered in this lecture. I walk you through various Chatter features on Opportunities, Contacts and Accounts.