Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Qualifying Leads in Salesforce Lightning Experience

Salesforce Lightning Experience User Training • 13m

Up Next in Salesforce Lightning Experience User Training

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    This lecture details what functionality will be missing or not supported in Lightning Experience if your Salesforce organization does not have Chatter enabled.

  • Converting Leads in Salesforce Lightn...

    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.

  • Corresponding with Leads in Salesforc...

    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...