Sign-in & Setup with Salesforce Lightning

IN THIS COURSE

• 1.  Signing in
  2m 40s
  To log into Salesforce you'll need your ID and password. See how to access log into your account as well as sign out of Salesforce. FREE ACCESS
• 2.  Getting around in Salesforce Lightning
  4m 51s
  After logging into Salesforce it's a good idea to get acquainted with the sites interface. See how to navigate and get around the Salesforce site. FREE ACCESS
• 3.  Using the search tool
  3m 42s
  With the search bar you can search the totality of the information you have stored on Salesforce. Search by name, phrase and localize your information by category or browse the general results for the information you desire. FREE ACCESS
• 4.  Performing an advanced search
  4m 17s
  You can search for exact phrases, variations and even search for items that you may have forgotten the complete name of. See how to use the advanced search options on Salesforce. FREE ACCESS
• 5.  Editing your personal information
  3m 32s
  From the settings menu you can edit your profile and update your personal information. See how to access and change your account details. FREE ACCESS
• 6.  Linking your Twitter account to Salesforce
  3m 35s
  You can connect to your leads and contacts to your Twitter account. See how to access and link your Twitter to you leads and contacts on Salesforce. FREE ACCESS
• 7.  Creating a new list view
  3m 53s
  List views allow you to organize and filter your information. See how to create, customize and manage your lists on Salesforce. FREE ACCESS
• 8.  Changing your email settings
  2m 28s
  From the settings menu you can access and change you email configurations. Change your display name, email and even add a signature to you emails on Salesforce. FREE ACCESS
• 9.  Customizing the user interface
  2m 39s
  You can change the user display within your organization by accessing the setup menu. See how to add or remove features for your users on Salesforce. FREE ACCESS
• 10.  Configuring your display
  3m 20s
  Customize and change the appearance of your objects. Add or remove fields and personalize your Salesforce pages. FREE ACCESS