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1 – Introduction & Overview

6. Switching from Salesforce Classic to Lightning Experience

Okay, we've completed the Lightning Experience migration assistant, and now it's time to switch from Salesforce Classic to Lightning Experience. To do so, simply click on the down arrow next to your name here at the top right of the screen, and you'll see the Switch to Lightning Experience link here. So this is the switcher, and you'll become very familiar with this. So in order to go from Classic to Lightning, you simply click Switch to Lightning Experience from the drop-down menu below your name. The screen refreshes to show the animated logo for the release that you're currently on. And now we're on the home screen of the brand new lighting experience in your new Salesforce organization. There will be no data for your quarterly performance. And then as well, there's nothing here with your assistant, so there's nothing that requires your attention right now. And then down at the bottom, you see some news, and these are some default news items that are derived from utilising account insights. And so now you know how to switch from Classic to Lightning. And in the next lecture, we're going to be going into a quick tour of the Lightning Experience user interface. But I want to show you at the end of this lecture, as we come to a close, how to go from Lightning Experience back to Salesforce Classic, because there are some things that aren't available in Salesforce Lighting yet. As a result, you'll need to be comfortable with toggling back and forth as you return to Classic. So if you click on this icon at the top right, this brings up a pop-up window that shows more information about your own user record. The Salesforce instance that you're on is NA 35. That stands for North America. That's the actual server that my Salesforce instance is on. You can get into settings and log out from here, which is another good point to make at this point. You can log out from Lighting Experiences by clicking here. But if you want to switch to Salesforce Classic, simply click here. And then it takes a moment for the screen to refresh, and then you're back on the home tab of the more familiar Salesforce Classic. Once again, to go back into Lighting Experience from Classic, click your name in the dropdown and click Switch to Lighting Experience. Okay, so now in the next lecture, we're going to do a quick interface tour of Lighting Experience.

7. Salesforce Lightning Experience Interface Quick Tour

Okay, so as you can see, Lightning Experience looks a lot different than Salesforce Classic, and that's a good thing. It's a more modern and sleek look. It's also more mobile-friendly, by the way. So we're going to really quickly go through the interface at a very high level, and we're going to start at the top and work down as we go and go just left or right as well. So at the very top, you see this search bar. That's the universal search for Salesforce. And so if you wanted to perform a search, you simply clicked on here and started typing. and as you type, the results start to display below. This may be a familiar name to you if you've dealt with three Salesforce accounts before. the infamous Stella Pavlova with United Oil and Gas Corp. These are fictional characters provided by Salesforce in your free Salesforce account to ensure that your new organisations are not completely bare. And so if you want to pull up a search result from the search at the top, you simply click the result there, and you notice the Contacts tab has now displayed because Ms. Stella Pavlova is a contact. And here is more information about her contact record. And this is a compact layout on the contact record that has her title, her account name, and then her enlightening experience. You can see if you hover over the account name, it gives you a compact layout for United Oil and Gas Company that has the website listed here, the type of customer they are, a fictional phone number, and then there are cards related to opportunities and cases. This is all customizable, and you can see how you can get to a lot of information through just one screen that has her email address and the contact owner, which is me. And then as well, you'll notice an individual record, and we'll be getting into contact records specifically later. But you'll notice that there are a few standard functionalities across these different objects as you navigate through a lighting experience, such as the ability to follow records in chatter. And then you can also do actions on these different object records, and these are object-specific actions. I'm on a call right now. So those would be to send an email to edit the record, add a new case related to this contact for clicking down, doing new notes, deleting cloning, changing owner, or even checking the clean status. We'll be getting into all of that more as we get into contacts. But I just want to highlight as well that there's the Related tab that comes up by default, and here's news that has to do with the company that she belongs to in the industry that this contact is in. And this is done through Account Insights via Salesforce and different third-party tools. You can see more news by clicking there. You can sign into your Twitter account as well. And then let's look more closely at some of these things at the top. And so, with Global Actions, these are things that can be done in Salesforce regardless of where you are. And this is very similar to the experience in Salesforce One, the mobile application. If you have experience with Salesforce One, you're familiar with the bar at the bottom for Global Actions. You can do what I'm going to do and click on that. You can see you can do a new event, a new task log, a call, or add a new note, and this is also customizable. But as far as where Global Actions are in Lightning Experience, they are here. So we'll be going into global actions more in a later lecture. But this is where at leastit's accessed the question mark. You can probably guess what that's has to do with.Yes, it's help and training. If we click there, it brings up things related to health topics, and it's contact sensitive now. So it senses what you're on, which is a contact, and it shows you some helpful articles related to commonly asked questions related to contacts. You can see here that this is highly relevant, and we'll provide you some help. And then as well, if these first few matching results based on where you are don't fit the bill, you can always click Search, Help, and Training. You can get support, and then you can also give feedback. You can access the release notes for the Salesforce release that you're on from the Help and Training link, which is the question mark. Now, the infamous gear icon at the top right—that's how you get to your setup menu. And so that's a menu that administrators and developers are intimately familiar with. That's how you access the setup screen and do customization and Salesforce. And then as well, if you're a developer, this is how you get to the developer console. And then also very cool is you canactually edit the page and this is likethe equivalent of the Force.com menu that wouldfly out from the right and Salesforce Classic. And this gives you the ability to edit the layout of this page and then also edit the object. It gives you access to the underlying object settings, where you can do things around editing the object. And that's more—once again, developer and admin-type functions. But that's where it's at, at least. Next is the bell. This is where, if you have any notifications, which we don't yet, but if we had any chatter notifications or task reminders, those would show up here. And then finally, as I showed earlier, clicking on this brings up the pop-up with the ability to logout, access your settings, or switch to Salesforce Classic. You can also add other usernames, and this is where, if you have multiple Salesforce accounts, you can add those here. You can toggle between different orgs. So we will also show that later. However, for the time being, the app launcher serves as an interface quicktour. I mentioned that previously. Hovering over this three-by-three grid of colours shows the app launcher. So if I click on that, it brings up the App Launcher menu. As a result, you can find an app or item by conducting a search. And then all the apps here are down below, and these are the ones that are available by default in your free Salesforce organization. There's Center Marketing community content on Salesforce ChatterSite.com and Sales And then, as well, you can access all items by scrolling down further. And this is where you get into all the different items. This would be the equivalent in Salesforce Classic of clicking the plus sign and pulling up all tabs in your organization. And so it has links to the different objects and then also a link to the app launcher, which doesn't make a lot of sense because we're in the app launcher. But I digress. And so you'll notice as well that there's no console available here because the Salesforce console is not supported in Lighting Experience yet. And so, once that does become available, it would appear here. These are customizable, and as you add additional applications, either by creating them yourself or installing apps off of the App Exchange, this list will grow. Once this list does grow beyond the above-the-fold view of this page, doing a search for an app would be helpful. So how that works is you simply type, and as you type, it brings up matching results. And so if I want to bring up an actual application from Lighting Experience, you simply click on it. And so now you notice that this application selection has changed to Sales and that it's brought me to the homepage or the Home tab. And an application in Salesforce is a series of tabs. And so for the sales application, we're going to be spending a lot of time on this particular application in this course. and the tabs that are associated with that, which you'll see here across the top. So on your home screen you've got your quarterly performance, which will begin to fill in as we work through this course. You've got your news, which is provided by third parties, and we'll get into more of that later. In today's tasks, you have your upcoming events, followed by recent records and top deals. And so then, to access other tabs in the interface, you simply click on them. And then as well, you can click the down arrow next to it, and it has different options or actions available related to that object, such as here. We could create a new opportunity. If I click the down arrow for Leads, I can create a new lead, or I can also access recently accessed list views for Tasks. For example, for files, there's no down arrow—that's just accessing the files in Lightning Experience, of which there's really nothing here of note. And then speaking of notes, we click on the downarrow there to create a new note, et cetera. You get the idea, but these tabs are arranged so that you have access to the ones that you need, and this may be different in your own salesforce organization, and it's based on what you have access and security rights to as set by your administrator. I do want to show Chatter in action briefly. We'll be getting into chatter much more extensively later in this course, but accessing the chatter tab will bring up what you follow, and then you can also hit these other links such as things that have been addressed to me, any chatter posts that I've bookmarked, and then the All Company chatter feed, which will begin to fill in more as we work through this course. And as well, you can post things to the Chatter Post, polls, or questions. Here are related items on the right, which are another standard functionality of Salesforce lighting experiences. You'll see these things on the right, and we'll be getting into that more later as well. And then finally, in the navigation bar and around this particular lecture, is the More drop-down, which has to do with additional tabs that won't fit in the screen real estate that I have. So you may have the More drop-down menu appear earlier on your screen before some of this other stuff, and basically anything that can't fit horizontally across your screen will be accessible in the More drop-down menu. So there's also groups, calendar, people, cases andnews in my own organisation in here.

8. Salesforce Classic Interface Quick Tour

And so now we're in the Salesforce classic user interface. You have here at the very top a search bar where you can search for different records and type in search terms. And then moving over to the right, you have this folder down here with your name that appears. You can click on this and you can see links for my profile, my settings, the developer console, and here is where you would log out of Salesforce. The next link is the setup link. The next link is the help link, and this is how you can access online help. It's a really helpful resource in that there's a lot of knowledge, articles available, documentation of success, community technical support where you can log cases, and some getting started. I'm going to tap back to the Salesforce interface, and then the next link here is the Force.com app menu or application menu. And you can click on this, and it brings down the different applications that are currently available in your Salesforce instance. And if you're following along in a preexisting Salesforce organisation or if you already have a user account for your current job, these will be different than what you see here. If you signed up for the free Salesforce Developer account, then these should be very similar. And if you click on one of these, the tabs across the top will simply change. We switched from sales to call center, and you can switch to marketing, et cetera. So I'll return to the Sales application because it's one of the primary applications you'll be using. And you notice as well that the setup menu on the left is now gone, and we are on the Home tab. So I want to speak for a few moments about the various tabs that appear here across the top. And so we have our Home tab, and when you're on a tab, the screen will change accordingly. So, on the Home tab, there's a new menu where you can do a quick Create. We'll talk about that more later. Recent items that you viewed We've not been in our.org because I just signed up for it, so there are no records to display. And then it's here on this Home tabthat you will encounter your Recycle Bin. So, if you inadvertently deleted something in your Salesforce organization, you can recover it by going to the recycle bin, then to the other tabs across the top. By default, there are a lot of them; we won't go over all of them right now, but you will encounter most of them through the duration of this course. And so there's the Chatter tab. Other tabs that we'll be dealing with are campaigns and leads. And these are really sequenced in such a way that makes logical sense if you think about an atypical sales cycle: you start with leads that you're attempting to attract their attention, and leads are people or companies with whom you hope to do business. And leads are individual people's records, and they work for various companies. And then you reach out to those individuals by way of campaigns. And so this is the front end ofthe sales cycle and the marketing cycle, andthis is the marketing piece of salesforce andyou get accounts, Contacts and opportunities. This gets into play once you've converted leads into contacts and identified and nurtured different leads, and you've identified some opportunities to do business with certain accounts. And so you'll see that this has a logical progression in the sales application in the way that these tabs are laid out, starting with the home tab and chatter and then campaigns and leads, and then this next section, accounts, contacts, and opportunities, as well as forecast. And then we start getting into once opportunitieshave been closed and deals have been struck,you start getting into contracts and orders thenas well, once you've attained some clients, youthen need to service those clients. And that's where you get into working with cases and resolving issues that come up with your paying customers and providing solutions. Other tabs at the bottom of this page are Products, and we'll be dealing with those as well. When we talk about the sales cycle and opportunities, we'll be delving into products and pricebooks and showing how those work, followed by the analytics side of things. And so reports and dashboards and how they work, and how data drives dashboards via reports, And so from a user interface standpoint, there are additional tabs that are available that aren't readily apparent from this particular application menu. And you'll notice that these applications will bring up different tabs across the top here.But what you can do is click this plus sign, and this shows all tabs that are currently in your salesforce organization. And so you'll recognise some of these that we saw before, such as opportunities and products. But I mentioned price books. Price Books was not available as a tab, but if you wanted to access the Price Books tab, you just clicked the plus side and then found it in the all tabs view and clicked on it here. And so that's a way that you can access other tabs that aren't visible to you in the current view: by viewing the all tabs list here. And this list will vary depending on your security settings and what you have access to. If you don't have access to a certain tab or potentiallya tab hasn't been created, you won't see it here. So we see a lot of tabs here because, considering that this is a free self-force developer account, the profile that we have is that of a system administrator. And so system administrators can access just about everything on the Salesforce platform. So you're getting used to the Salesforce user interface. And so before we get into too many specifics, We need to next visit the Home Screen.

9. Accessing the Setup Menu and Reviewing Your Company Information

accessing the setup menu. So I'm going to click to close this banner ad for the Salesforce One mobile app, which we will touch on much later in this course as we deal with the mobile aspects of the exam. But I wanted to show you how to get to the setup menu. It's pretty obvious. Obvious. In the Salesforce Classic instance, there is only a link to Set Up, and I am currently on the Setup Homepage, but we will be spending a lot of time in the Setup menu. Since this is a developer certification, we are going to spend a lot more time behind the scenes in setup than we will on the front end as a user.Simply clicking Setup brings you to the Setup menu in Classic, and then to access Setup from Lighting Experience, once again, you just click on your name, the down arrow next to it in Classic, and click Switch to Lightning Experience. Then once you get past the animated logo, you go to your home screen. So I'll click Don't show me this again, an X out of this, but the way to get to the Setup menu in Lightning Experience is to click the gear icon and then Set Up Home. And that brings you to the set-up home screen. Let's walk through the setup screen really quickly. We've got some menu items here that are the squares: three at a time to set up Salesforce; one to visit the App Exchange to explore objects, which is something that you're going to be doing a lot of in this course. And if I click over here, the additional three items are: download Salesforce, access release notes, and check system status. All of these are worthwhile links to investigate. The most recently used users down here will be myself and the Chatter Expert user. You should see close to the same thing as yourself and the Chatter expert user from the free Salesforce account. And we will later, in the next lecture, set up an additional user account. So I'll walk you through that. So primarily in this course, we're going to be focusing on the Lighting Experience because it is the future of Salesforce and the new user interface. Many of you taking this course are probably familiar with Classic, but not so much with Lighting Experience. So it's a good idea to get up to lightning and Lightning.So I'll walk you through the setup menu, and then there will be some things and items that aren't yet supported by Lightning Experience. And so we will be popping out into Salesforce Classic in certain situations, but for the most part, just assume you're going to be working in Lighting Experience. So once again, access Set Up through the gear icon and then click Set Up Home. And so then, the Setup navigation here on the left is divided between Administration and Platform Tools and Settings. Under administration, there are user functions, data, and email, and we will be dealing with many of these different menu items throughout the course. Some not so much. If they don't relate to the certification, I don't go in depth into them but may cover some of these things that aren't on the certification, but the things that are we will definitely cover so that you don't encounter any questions that you've never heard of before. As far as the concepts behind the questions, then under Platform Tools we have apps and app-related items here, and you can click on these to expand or collapse the navigation menu. And as you can see, Salesforce is just a vast platform, and no one can learn everything. A lot of the work I've done in structuring this course is just focusing in on the things relevant to the exam, and that way we can cover the core pieces. Some of this stuff will require a lot of time, such as Flows and Process Builder, Workflow Actions, and Workflow Rules. You'll be seeing more of that user interface as well. We've got a section devoted to that. We'll spend time with GlobalActions and Lightning App Builder. So if you notice, a lot of the stuff that we're going to be spending time on has to do with the platform tools since we're on the Platform App Builder certification path, and then as well, scrolling down beyond that, we've got Settings for Company. From now on, this brings to manage the settings company.

10. Helpful Practice Activity – Setting up Your User Account

I am going to try and see if we can get a Data.com user licence as well. Keep the default limit of 300 per month. Data.com gets into the cleansing of records, and then we won't worry about accessibility mode. If you need that, you can click that. If you're colorblind, you can look at colorblind paletteson charts and hover over them for more information; there are also other things I always look at when I start a new engagement. As a developer or consultant, if I want to get any sort of Apex warning email, this is good. If things go awry with Apex code, which is also beyond the scope of this course, you will not be writing Apex code, but it is good to get notifications. If there is an error in your system, this will also be displayed. Sell Force One User If you are unable to access your Salesforce instance from the Salesforce One mobile app, which we'll get into later in this course, it's because you don't have Salesforce One User checked. This gives your users permission to access Salesforce One as well. Another one that I always check is setting up my default landing page. If you notice, by default, whenever you log in, you go to the setup screen instead of the home screen, like you're an end user. And so if you want to just always go to Setup to begin with, you just make it your default landing page as well. The force.com quick access menu That is a really cool thing about this guy right here. I love this thing. I've used this so many times, I cannot even tell you. You'll see this come into playquite a bit in this course. And so if you're not seeing this fly-out menu, that's because the Force.com Quick Access menu is not checked. Other important things to look for here are development mode and showing viewstate in development mode. These have to do with especiallyif you're working in VisualForce. We will dive deep into Visual Force to teach you how to create Visual Force pages and code without even knowing how to code. Really cool. I'm going to show you some neat little tricks to help you not only pass the Platform Builder certification, but also get started on learning VisualForce, which is a big part of the Platform Developer One certification. Not that I'll get you all the way to where you can also pass Platform Developer One, but I'll get you started and well on your way. And then as well, cash diagnostics—why not? Let's check that, as well.and then some of these other things. CRM Content User, and then if you want to receive Salesforce CRM Content email alerts, you can do that. And this would mean receiving an email every time a file you're subscribed to is updated. I don't want to get that So I'm going to uncheck that, and then as well, it unchecks the Daily Digest. I want to allow forecasting. Forecasting is more of an admin—and especially advanced admin—certification role. So you can enter your phone number, mobile number, and specify your day's beginning and ending times. And then as well, here's where you can adjust your time zone: I'm going to change this to Central for myself. And then you can set your locale and language. If you wanted to localise your user interface into a different language, you would change it by selecting a different language and then approving settings. We're going to leave her alone for now. We'll get into approval processes later. Let's click Save and New, and we're going to click Okay. And now I've updated my user record. I've also now brought up the new user screen. And so we're going to create an additional user, and we're going to make this a fictional co-worker that we're going to put in a different role. And so we're going to call him Jim Doe. And then for his email address, I'm just going to put in a fictional email address right now. and so you just go ahead and do the same. Just pick some sort of fake email address. The username will have to be unique. So just put a fake username in here. We're not going to activate this account as long as the user from this email address does not actually activate it and become live in the system. We will be doing some things as this user, but for now, just follow along and pick some random username. And then for the role, we're probably going to change this user around because one thing to note at this point is that the free Salesforce account, the free developer account, limits you to two user licenses. So we're not able to have dozens and dozens of users and be able to build out a real, robust role hierarchy. There may be instances later on this course where I spin up a demo.org for you to see how an organisation could look with a lot of users. But for now we're just going to stick with the two that we're going to be working with—that'd be ourselves and this Jim Doe user. And so for now, I'm just going to put him in as a member of the marketing team. And then for the user licence here, it's really important to select Salesforce. I've had a lot of students in my admin courses select the Salesforce platform, and then they're not able to select anything here, and it's like, "What do I do?" Well, what you need to do, and it's because I didn't make it clear in that course, frankly, is select Salesforce, and then for the profile, we don't want to make them a system administrator. So we're going to use a custom profile called a Marketing Profile. And I just want to say as well, just real quick: never, ever, am I clear, ever use a standard profile for any users other than system administrators. The system administrator profile is a standard one that you use for system admins. But never use these in production. For real-world users, you always want to use custom profiles. These are very limiting in a lot of ways. We'll talk about that more when we deal with profiles. But for now we're going to use just the custom marketing profile. We're going to make him a marketing user for now, and then we're not going to select a lot of these other things. I'm going to unsubscribe this fake email address from the email alerts just to help declutter SalesForce's email list. You might want to do the same; leave the rest the same. And then one thing I want to highlight is that anytime you are setting up a new user in Salesforce, it is a good idea to have this check. This generates a new password for the user, and they're notified immediately. Just keep that in mind as you begin your first salesforce job. If you are tasked with creating new users, which is more of an admin task, it's good to get familiar with the user account. So this is a checkbox that I didn't know about for a couple of years, actually. And it's this that prevents a lot of hassle with getting people to sign in to their account for the first time because they just get the email, they get a link to confirm their account, and then they set their password. It's awesome. So click "Save." And so now we've set up gymnastics.

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