Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Preventing Duplicate Accounts in Lightning Experience

Salesforce Lightning Experience User Training • 6m 47s

Up Next in Salesforce Lightning Experience User Training

  • Keeping in Contact & Corresponding Wi...

    In this lecture I demonstrate how to create new contacts from an Account and from the Contacts tab. I also cover how to correspond with contacts via sending emails and logging calls in Lightning Experience.

  • 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...