As I was learning Salesforce.com, I asked what would be a good skill to develop, to which the answer was custom buttons. I have to say, I’ve built some pretty awesome buttons in Classic version of Salesforce. Alas, both URL hacks and javascript are not supported in Lightning. So, as you prepare your org to move over to the Lightning interface this may be something that needs solving. According to this Trailhead, suggested solutions include Quick Actions, Triggers, Lightning

Path, formerly Sales Path, is a great tool to leverage guided selling or on-boarding for teams who use the Salesforce.com platform. Path provides assistance during the process by providing 'Key Fields' & 'Guidance For Success'. It quickly allows updates and friendly reminders at the top of the page. Engage stakeholders and managers to tailor it for your specific business needs. Path is only available in the Lightning Experience user interface. Create shortcuts and offer guid

Let's face it, to get a CRM to work well for an organization takes hard work. Certainly the system needs to be configured to be as simple as possible, but the best CRM implementations require engagement at all levels from management, to end-users and of course system administrators. One ongoing point of frustration is that people in sales are typically not people who like to enter data into systems, but having reliable data in your CRM is crucial if your CRM is to drive val