Monthly Archives: May 2023

8. Case Feed Overview – Lightning vs. Classic Let’s talk about the case feed. Now, I am in my service console with my home page and if I’m in an actual case, which I can click on a case here from my home page and that takes me to that case tab. The case feed […]

6. Customizing the Service Console via App Settings Customize the service console via the Lightning app builder. So now I want to go into Setup and let’s work through some of the customizations you can do in a console via Set Up. And so to do that, we need to go into the App Manager […]

4. Service Console Introduction Look at the service console. And what I have on my screen right now is the Service application, that is the non console version. I pulled that up from the App Launcher by clicking the App Launcher and selecting Service. And you have several different tabs here available from the non […]

1. Service Cloud Applications Introduction So now we’re ready to dive into service cloud applications. And I’ve got the exam outline here and if we expand this, you’ll see three bullet points and so we’re going to be covering all the concepts represented in these bullet points. I’ll have several lessons related to each of […]

27. Sharing Forecasts You could potentially be asked on the exam about sharing forecasts and question if that’s even possible or not. So as a manager, as far as the forecast manager, I’m able to share forecasts, and from the forecast tab, you can click the Share button and this will open up the Share […]

24. Setting a Default Display Forecast Currency Collaborative forecasting supports multiple currencies. And so in order to demonstrate this, we need to enable multiple currencies in our organization. And you do that from company information. And this is something that you should have previously done or learned for the administrator certification. But I wanted to […]

22. Creating Forecast Types Just now dive more deeply into these forecast settings and just keeping in mind that these different forecast types are just different ways of slicing and dicing data represented in it to you as it relates to forecast. And that’s being able to look at what is projected to happen revenue […]

20. Collaborative Forecasts We’re going to spend a few lessons on forecasts. And to get things started, I’ve searched for Forecast and set up and we’ve got forecast hierarchy and forecast settings. Now, if I go to forecast settings, you’ll see that you’ll first need to enable forecast before they’ll show up in salesforce. I’m […]

17. Creating Contracts So if you have pretty basic contract management needs in your organization, you can use the out of the box functionality for contracts inside of Salesforce. I have worked in instances where that is the case and I’ve also worked in instances where the contract lifecycle was so complex with a lot […]

14. Quote Templates and Generating PDFs Now that you’ve created your quote, you may want to generate a PDF of that quote. And so the way to do that is you can go into the quote from the related list on the opportunity and click on the link for it will bring up the detail […]