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 demonstrate the News widget and Activity Management on Accounts. I also show you the various related lists for Accounts, such as Contacts, Opportunities and Cases. I demonstrate how to perform actions from the related lists on Accounts.
I show how to edit account information in Lightning. I also cover logging calls and other Activity Management features. We also cover object-specific actions on Accounts in Lightning. I also demonstrate how to change ownership of an account, and the corresponding related records that can also be transferred during this process.
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.
