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 highlight how Chatter does not provide collaborative features around Campaigns, and how to instead switch to Salesforce Classic.
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...
