Salesforce Tutorial: Building a Custom Marketing App (Part 1) | CRM Labs
Stop cluttering your sales reps' views! In this video, we dive into how to create a dedicated Salesforce Lightning App specifically for your marketing team.
Separating workstreams between Sales and Marketing isn't just about aesthetics; it’s about efficiency. We'll show you how to streamline the user experience by only showing the objects and tools your marketing team actually needs to succeed.
In this video, we cover:
Navigating the Salesforce App Manager.
Customizing app branding with colors and logos.
Selecting the right navigation items (Chatter, Campaigns, Leads, etc.).
Managing user access through Profiles.