Live stream preview

Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Introducing the Crazy Cool Kanban Opportunity Board

Salesforce Lightning Experience User Training • 3m 5s

Up Next in Salesforce Lightning Experience User Training

  • Contact Roles on Opportunities - Deci...

    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...

  • Identifying Influential Campaigns on ...

    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.

  • Collaborating on Accounts, Contacts a...

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