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 demonstrate the dynamic nature of the board and how the totals update whenever you drag and drop opportunities into different stage columns.
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.
