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How Tos for Lightning Experience
- 154 videos
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1
Ready for Lightning Experience?
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2
Search In Salesforce (Lightning Experience)
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3
I Need to Qualify Leads Fast
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4
Qualify and Convert Leads Efficiently (Lightning Experience)
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5
I Need to Get Control Of My Pipeline Fast
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6
I Need to Coach My Team
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7
Einstein Activity Capture: Setting up Einstein Activity Capture for Admins
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8
Get More Contacts in Lightning Experience
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9
Get More Accounts in Lightning Experience
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10
Learn the Basics of Lightning Service
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11
Overview of Service Setup Home
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12
Communities: What's Next? (Lightning Experience)
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13
Set Up 2-Factor Authentication Requirement for Your Or
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14
How to Connect Salesforce Authenticator to Your Salesforce Account
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15
Salesforce Inbox: Provisioning Salesforce Inbox Licenses (Lightning Experience)
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16
Learn About Security Health Check (Lightning Experience)
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17
Lightning Login Overview (Lightning Experience)
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18
Part 1: Get Ready to Transition to Service Cloud in Lightning Experience
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19
Part 2: Get Ready to Transition to Service Cloud in Lightning Experience
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20
Manage Quick Actions for Lightning for Outlook
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21
Tighten Your Security with Salesforce Shield Platform Encryption
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22
Create a Custom Baseline for Security Health Check
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23
Setting Up Einstein Activity Capture for Users (Lightning Experience)
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24
Tips for Rolling Out Lightning Experience
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25
Take Control of Duplicates—Use Duplicate Rules and the Potential Duplicates Component
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26
Use Matching Rules to Hunt Down Duplicate Records
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27
Register and Set Up Financial Services Cloud Trial Org
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28
What are Groups and Households?
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29
What's an Individual?
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30
Use Tasks to Boost Sales Productivity (Lightning Experience)
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31
Create a Custom Field in Lightning Experience
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32
Salesforce Files in Lightning Experience
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33
Lightning Experience: Let’s Take it for a Spin
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34
Forecast Accurately With Collaborative Forecasts in Lightning Experience
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35
Process for Intelligent Needs-Based Referrals
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36
Getting Started with Recommended Setup in Lightning Service
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37
Relate a Single Contact to Multiple Accounts
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38
Set Up Contacts to Multiple Accounts
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39
Work Your Opportunities and Manage Your Pipeline (Lightning Experience)
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40
Send Personalized Emails to a Group
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41
Migrate Data from Salesforce IQ: Intro to the Migration Tool
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42
Migrate Data from Salesforce IQ: Preparing Data in Salesforce IQ
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43
Migrate Data from Salesforce IQ: Using the Migration Tool
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44
Migrate Data from Salesforce IQ: Exposing Fields
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45
Migrate Data from Salesforce IQ: Adding Users & Mass Transfer Records
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46
Migrate Data from Salesforce IQ: Downloading Data Loader and Exporting Data
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47
Migrate Data from Salesforce IQ: Importing Comments
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48
Working with List Views (Lightning Experience)
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49
Clients in Financial Services Cloud
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50
Improve Your Org with Salesforce Optimizer
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51
Communities and Community Users in Your Salesforce Org
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52
[Deleted video]
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53
Lightning at Your Pace
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54
Connecting to Salesforce in Outlook
