Keeping Track of Activities in Salesforce Lightning (2018 update)

Salesforce Lightning (2018 update)    |    Intermediate
  • 7 videos | 39m 15s
  • Includes Assessment
  • Earns a Badge
Rating 4.1 of 33 users Rating 4.1 of 33 users (33)
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

  • Create a task in salesforce lightning
    Manage your tasks in salesforce lightning
    Log a call in salesforce lightning
    Create an event in salesforce lightning
  • Use the calendar in salesforce lightning
    Use the dashboard in salesforce lightning
    Create your own dashboard in salesforce lightning

IN THIS COURSE

  • 4m 46s
    To help manage your schedule and deadlines you can create tasks to remind you what needs to be done. See the different ways to create a task on Salesforce. FREE ACCESS
  • 6m 17s
    View 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
  • Locked
    3.  Logging a call in Salesforce Lightning (2018 update)
    4m 49s
    Once you've completed a call with a lead, opportunity or account you can log it easily with Salesforce. See the different ways you can log and view your call history. FREE ACCESS
  • Locked
    4.  Creating an event in Salesforce Lightning (2018 update)
    4m 56s
    Salesforce 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
  • Locked
    5.  Using the calendar in Salesforce Lightning (2018 update)
    6m 2s
    Discover the different view modes that Salesforce calendar has to offer. See how to navigate around the calendar object with ease. FREE ACCESS
  • Locked
    6.  Using the dashboard in Salesforce Lightning (2018 update)
    5m 37s
    The dashboard on Salesforce allows you to view your progress and reports in one location. See how to view your dashboards in Salesforce. FREE ACCESS
  • Locked
    7.  Creating your own dashboard in Salesforce Lightning (2018 update)
    6m 48s
    You can create your 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

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