📊 Work with Opportunities in the Kanban View Salesforce Trailhead | Visual Pipeline Management скачать в хорошем качестве

📊 Work with Opportunities in the Kanban View Salesforce Trailhead | Visual Pipeline Management

In this quick tutorial from The Declarative Academy, we dive into how to work with opportunities using the Kanban View in Salesforce Lightning. If you're ready to level up your pipeline visibility and streamline deal tracking, this walkthrough is for you! Learn how the Kanban View helps sales reps and managers visualise opportunity progress, spot stalled deals, and take action—right from the board. 🔍 What you’ll learn in this video: How to switch to Kanban View for Opportunities Reading stage columns and summary metrics Drag-and-drop updates to move deals through stages Using alerts and guidance to act on stuck opportunities 📌 This tutorial is part of the Trailhead project “Customize a Sales Path for Your Team. https://tinyurl.com/37wc2m4b 👤 Role: Salesforce Admin / Sales Rep ✨ Edition: Salesforce Lightning Experience 🚀 Goal: Faster, clearer, and more intuitive opportunity management 🎯 Use visual selling tools to keep your pipeline moving! 👍 Like the video if it helped, 💬 drop your questions in the comments, and 🔔 subscribe for more Salesforce tips from The Declarative Academy. Main Theme (Overture) | The Grand Score by Alexander Nakarada #Salesforce #KanbanView #OpportunityManagement #CRM #Trailhead #DeclarativeAcademy