Path: Set up Path in Salesforce Lightning Experience

In my last post (#LightningFlap!) I named my favourite Sales Cloud features in Lightning Experience. The first being Path. Here, I outline its benefits, setup and how Path can help your Salesforce org! NOTE: Lightning Experience Only Path is only in Lightning Experience. If you’re using Classic please read-on to see why Salesforce is #BetterInLightning!

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Lightning: Helpful Lightning Experience Features for Sales Cloud

Sales Cloud has awesome features for you to use in your org. Preparing for my Salesforce Sales Cloud Consultant exam has made me reflect on these. As a result, I’ve highlighted favourite Lightning Sales Cloud features. Additionally, I will outline how these are setup and used in subsequent posts. Path Ever found yourself wanting to

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The Lightning Usage App & the Power of Insight: Who, What, When and Why

When I first investigated rolling-out Lightning, numerous things came to mind. What benefits does Salesforce Lightning bring over Classic? How do I communicate these and roll it out across the business? How do I prepare users for the change and address any concerns? How do I monitor rollout? Certainly, more than enough topics to write

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First post!

Welcome to SFDC Penguin ! This is my first (of hopefully many) blog posts. The aim of SFDC Penguin is to: Promote usage of and explain the advantages of Salesforce.com Spread awareness of the power and opportunities of Salesforce Lightning Educate new members of the Salesforce ecosystem with basic how-tos Give back to the community,

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Lightning Apps and the App Manager

In a previous post, we covered Dynamic Forms. In this #LightningFlap, we explore the capabilities of Lightning Apps and the App Manager.  Table of Contents What is an App? An App in Salesforce is a collection of Tabs grouped together. Each Tab provides access to different areas of the system (e.g. Accounts, Contacts, Reports, Dashboards, etc).

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