Live stream preview

Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Keeping in Contact & Corresponding With Contacts in Lightning

Salesforce Lightning Experience User Training • 6m 10s

Up Next in Salesforce Lightning Experience User Training

  • Preventing Duplicate Contacts in Ligh...

    In this lecture I walk you through how to create a duplicate rule to prevent duplicate Contacts in Lightning Experience. We make a Contact Matching Rule and Duplicate Rule. We then activate them and put them to the test.

  • Working and Closing Opportunities in ...

    In this lecture I show you how to create a new opportunity from an account in Lightning Experience. I cover the amount, next steps, and other key fields for an opportunity. We cover the Opportunities related list on the Account and then we dive deep into the Opportunity page layout.

    I also cover...

  • Increase Sales Productivity with the ...

    I demonstrate the Sales Path in Lightning Experience. I cover the Key Fields and Guidance for Success that guide you in filling in the most important information on an opportunity as it travels through the different stages of your sales process.

    I then show you how to configure and set up the Sa...