Keeping Track of Activities in Salesforce Lightning
Salesforce Lightning
| Intermediate
- 6 videos | 30m 39s
- Earns a Badge
Salesforce Lightning makes it easy for you to stay organized. Discover how to create and manage tasks and events; work with the calendar; and create, edit, and delete dashboards.
WHAT YOU WILL LEARN
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Create tasks in salesforceManage tasks in salesforceCreate events in salesforce
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Use the calendar in salesforceUse the dashboard in salesforceCreate your own dashboard in salesforce
IN THIS COURSE
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4m 15sTo help manage your schedule and deadlines you can create tasks to remind you what needs to be done. See the different ways to can create a task on Salesforce. FREE ACCESS
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5m 12sView all your tasks and manage them all in one place on Salesforce. Filter, edit, complete and delete your tasks with ease from the task object page. FREE ACCESS
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5m 21sSalesforce has a calendar object which allows you to create events for leads, accounts, opportunities and more. See the different ways you can create an event on Salesforce. FREE ACCESS
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5m 18sDiscover the different view modes that Salesforce calendar has to offer. See how to navigate around the calendar object with ease. FREE ACCESS
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4m 48sThe dashboard on Salesforce allows you to view your progress and reports in one location. See how to view your dashboards in Salesforce. FREE ACCESS
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5m 46sYou can create you own dashboard as well as add and change elements according to your needs. See how to create, edit and delete dashboards on Salesforce. FREE ACCESS
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
Skillsoft is providing you the opportunity to earn a digital badge upon successful completion on some of our courses, which can be shared on any social network or business platform.
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Channel
Salesforce Management