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Mike Wheeler has taught over 125,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
This lecture introduces you to the new terminology of Collaboration, which is what Chatter is now called in Lightning Experience. We demonstrate the Collaboration features in Lightning Experience and how they differ from Salesforce Classic.
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'.