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...
