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 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
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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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3. Creating an event in Salesforce Lightning5m 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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4. Using the calendar in Salesforce Lightning5m 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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5. Using the dashboard in Salesforce Lightning4m 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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6. Creating your own dashboard in Salesforce Lightning5m 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.
Digital badges are yours to keep, forever.
