A walkthrough is a series of interactive steps that guides you through a task or feature. We created some walkthroughs to introduce you to different features in Salesforce, and more are on the way!
Before using walkthrough Keep following things in mind
- make sure you have the correct user permissions and license associated with the feature so you can access the proper pages in Salesforce
- walkthroughs guide you through your own Salesforce account, so you’re actually making changes to the data in your organization as you walk through the steps
Salesforce provide following walkthrough. Before Clicking Below links Log-in into Salesforce first.
- Users
Set up a new user - Leads
Create Lead custom list views
Assign Leads
Enter Leads
Use help text on Leads
Update Lead picklist values
Add validation rules for Leads
Add Lead custom fields – Product Interest
Add Lead custom fields – Other Lead Source
Adjust Lead standard fields - Opportunities
Adjust Opportunity Standard Fields
Update Opportunity Stages
Use help text on Opportunities
Add Opportunity custom field (Closed / Lost)
Add Opportunity custom field (Product Interest)
Add validation rules for Opportunities
Create Opportunity custom list views
Map the Lead conversion fields - Chatter
Create Chatter Groups
Collaborate on Deals - Accounts
Adjust Account standard fields
Add help text on Accounts
Create a custom field
Create Account custom list views - Contacts
Adjust Contact standard fields
Create Contact custom field (Level / Role)
Add help text on Contacts - Align Salesforce
Add custom links to home page
Add a message to the home page
Display your favorite dashboard
Remove and reorder tabs - Sales Path
Set Up a Sales Path - Salesforce1
Customize the Salesforce1 Navigation Menu
Create a Global Quick Action
Customize Global Publisher Layouts - Reporting
Create a Knowledge Search Activity Report Type - Permission Sets
Create, Edit, and Assign a Permission Set - Organization Sync
Explore the Connection Detail Page - Lightning Process Builder
Create an Automated Follow-Up Task - Consoles
Create a Salesforce Console App
