Lesson 2: Getting Your Organization Ready for Users

课程内容

欢迎学习 Lesson 2: Getting Your Organization Ready for Users 课程。本课程包含以下章节：

课程章节

• Lesson 2: Getting Your Organization Ready for Users (49)
• Course Roadmap (50)
• Lesson 2: Getting Your Organization Ready for Users (51)
• Lesson 2: Getting Your Organization Ready for Users (52)
• The Big Picture (53)
• Setting Up the Company Profile (54)
• What is the Company Profile? (55)
• What are Locale Settings? (56)
• How do Locale Settings Work? (57)
• 2-1: Check the Company Profile (58)
• Fiscal Year and Currencies (59)
• Setting the Fiscal Year (60)
• Using a Custom Fiscal Year (61)
• Setting Your Organization’s Currency (62)
• Working with Multiple Currencies (63)
• Setting Up Multiple Currencies (64)
• 2-2: Check the Fiscal Year and Set Up the Euro Currency (65)
• Advanced Currency Management (66)
• 2-3: Update Exchange Rates (67)
• What’s happened to my Closed Opportunities? (68)
• What is Advanced Currency Management? (69)
• 2-4: Update the Euro Exchange Rate with ACM (70)
• Lesson 2: Getting Your Organization Ready for Users (71)
• Customized Home pages Improve the User Experience (72)
• Home Page (73)
• Customize the Home page with Lightning App builder (74)
• 2-5: Customizing the Home page (75)
• Using List Views for Better Results (76)
• How Can List Views Benefit Your Users? (77)
• Creating a List View (78)
• Kanban View in Lists (79)
• Breakdown of the Kanban Board (80)
• 2-6: Create a Manufacturing and Technology Accounts List View (81)
• Lesson 2: Getting Your Organization Ready for Users (82)
• Setting Up Activities and Calendars (83)
• What are Activities? (84)
• Personal Calendars (85)
• “Any Date” and Public Calendars (86)
• Tasks, Events, and Emails in Salesforce (87)
• Calendar and Activity Settings (88)
• Customizing Activities (89)
• Lesson 2: Getting Your Organization Ready for Users (90)
• Improving the User Experience with Chatter (91)
• What is Chatter? (92)
• Chatter Home (93)
• Administering Chatter (94)
• Records Chatter Feed (95)
• What are Chatter Groups? (96)
• 2-7: Create Public and Private Chatter Groups (97)
• Lesson 2: Getting Your Organization Ready for Users (98)
• Mobile Access with Salesforce Mobile App (99)
• Salesforce Mobile App (100)
• What Users See in the Salesforce Mobile App (101)
• What Can be Customized for Salesforce Mobile App? (102)
• Administering Salesforce Mobile App (103)
• 2-8: Getting Ready for Salesforce Mobile App (104)
• Lesson 2: Getting Your Organization Ready for Users (105)
• Salesforce Integration With Outlook (106)
• Outlook Integration (formerly: Lightning for Outlook) (107)
• Salesforce Inbox (109)
• Knowledge Check (110)
• Knowledge Check (111)
• Knowledge Check (112)
• Knowledge Check (113)