Salesforce

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! …

Path: Set up Path in Salesforce Lightning Experience Read More »

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 …

Lightning: Helpful Lightning Experience Features for Sales Cloud Read More »

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 …

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