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

  • Create tasks in salesforce
    Manage tasks in salesforce
    Create events in salesforce
  • Use the calendar in salesforce
    Use the dashboard in salesforce
    Create your own dashboard in salesforce

IN THIS COURSE

  • 4m 15s
    To 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
  • 5m 12s
    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.  Creating an event in Salesforce Lightning
    5m 21s
    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
    4.  Using the calendar in Salesforce Lightning
    5m 18s
    Discover the different view modes that Salesforce calendar has to offer. See how to navigate around the calendar object with ease. FREE ACCESS
  • Locked
    5.  Using the dashboard in Salesforce Lightning
    4m 48s
    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
    6.  Creating your own dashboard in Salesforce Lightning
    5m 46s
    You 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.

Digital badges are yours to keep, forever.

YOU MIGHT ALSO LIKE

Course Managing tasks in Microsoft Planner 2020
Book The Salesforce Consultant's Guide: Tools to Implement or Improve Your Client's Salesforce Solution
Book Practical Guide to Salesforce Experience Cloud: Building, Enhancing, and Managing a Digital Experience with Salesforce, Second Edition

PEOPLE WHO VIEWED THIS ALSO VIEWED THESE

Course Workflows, Logic, & Testing
Course Managing the Project Schedule (2021 Update)
Course How to Get Out of Your Own Way and Achieve Success