This lecture details what functionality will be missing or not supported in Lightning Experience if your Salesforce organization does not have Chatter enabled.
The lead conversion process is covered in this lecture. Lightning Experience handles converting a lead somewhat differently than the classic interface, but in the end, you can create a Contact, Account and Opportunity whenever you are converting a lead.
In this lecture, I show you how to correspond with leads in Lightning Experience. I send an email to a lead, creating an email template with merge fields in the process. I also demonstrate how to preview an email template to be sure you are not emailing your leads as 'Dear Firstname'.
I also sho...
In this lecture, I show you how to create a new campaign in Lightning Experience. I also show you the various list views available for Campaigns in Lightning.
I discuss budgeted vs. actual cost vs. expected revenue. We also look at Campaign Influence with Opportunities. We also look at Campaign ...
