Salesforce Lightning is a sophisticated Salesforce feature. It is a component-based app development framework used to enhance the virtual interface of Salesforce apps in mobiles, smartphones, laptops, and desktops from anywhere in the world. Participants will learn how to create custom applications that run in Lightning experiences in Salesforce Lightning. This course will cover both fundamental and advanced concepts. Participants will also learn how to customise the record page and home page of Salesforce Lightning during this training. This training will be delivered by our industry-experienced instructor, who is friendly and well-versed in Salesforce Lightning.
SALESFORCE LIGHTNING TRAINING
Instructor
admin
- Description
- Curriculum
- FAQ
- Reviews
Prerequisites
- Officially there is no prerequisite for you to get enrolled in this course.
- It is ideal if you have a basic understanding of Salesforce CRM.
What will you gain after this course
- Discover how to create a Salesforce application in Salesforce Lightning.
- Learn the ins and outs of campaign management.
- Learn about the reports, dashboards, and collaborating with chatter.
Jobs you can get
with a Salesforce Lightning
- Salesforce Administrator
- Salesforce Developer
- Salesforce Architect
- Salesforce Designer
- Business Analyst
Select your preferred training delivery mode
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Navigating Salesforce
<ul>
<li> Using Search</li>
<li> Personal Settings</li>
<li> Help Portal</li>
<li> AppExchange</li>
<li> Salesforce Trailblazer Community</li>
<li> Tabs</li>
<li> Main Screen</li></ul>
<li> Using Search</li>
<li> Personal Settings</li>
<li> Help Portal</li>
<li> AppExchange</li>
<li> Salesforce Trailblazer Community</li>
<li> Tabs</li>
<li> Main Screen</li></ul>
Managing Leads
<ul>
<li> Searching for leads</li>
<li> Pulling lists of leads</li>
<li> Creating new leads</li>
<li> Updating existing leads</li>
<li> Merging duplicate leads</li>
<li> Logging tasks & calls against leads</li>
<li> Converting and Reassigning leads</li></ul>
<li> Searching for leads</li>
<li> Pulling lists of leads</li>
<li> Creating new leads</li>
<li> Updating existing leads</li>
<li> Merging duplicate leads</li>
<li> Logging tasks & calls against leads</li>
<li> Converting and Reassigning leads</li></ul>
Working with Contacts & Accounts
<ul>
<li> Understanding the relationships between contacts & accounts</li>
<li> Searching for contacts & accounts</li>
<li> Pulling lists of contacts & accounts</li>
<li> Creating new contacts & accounts</li>
<li> Updating existing contacts & accounts</li>
<li> Merging duplicate contacts & accounts</li>
<li> Logging tasks & calls against contacts & accounts</li>
<li> Reassigning contacts & accounts</li></ul>
<li> Understanding the relationships between contacts & accounts</li>
<li> Searching for contacts & accounts</li>
<li> Pulling lists of contacts & accounts</li>
<li> Creating new contacts & accounts</li>
<li> Updating existing contacts & accounts</li>
<li> Merging duplicate contacts & accounts</li>
<li> Logging tasks & calls against contacts & accounts</li>
<li> Reassigning contacts & accounts</li></ul>
Tracking Opportunities (Pipeline Management)
<ul>
<li> Understanding what opportunities are, and how they are different from leads, contacts and accounts</li>
<li> Searching for opportunities</li>
<li> Pulling lists of opportunities by stage, amount, close date, owner</li>
<li> Creating new opportunities</li>
<li> Adding products to opportunities</li>
<li> Working with Opportunity Teams</li>
<li> Updating existing opportunities</li>
<li> Logging tasks and calls against opportunities</li>
<li> Reassigning opportunities</li></ul>
<li> Understanding what opportunities are, and how they are different from leads, contacts and accounts</li>
<li> Searching for opportunities</li>
<li> Pulling lists of opportunities by stage, amount, close date, owner</li>
<li> Creating new opportunities</li>
<li> Adding products to opportunities</li>
<li> Working with Opportunity Teams</li>
<li> Updating existing opportunities</li>
<li> Logging tasks and calls against opportunities</li>
<li> Reassigning opportunities</li></ul>
Managing Campaigns
<ul>
<li> What are campaigns?</li>
<li> Searching for campaigns</li>
<li> Pulling lists of campaigns</li>
<li> Creating new campaigns</li>
<li> Updating existing campaigns</li>
<li> Adding campaign members</li>
<li> Tracking campaign member status</li>
<li> Logging tasks and calls against campaigns</li>
<li> Linking campaigns to opportunities to track ROI</li>
<li> Reassigning campaigns</li></ul>
<li> What are campaigns?</li>
<li> Searching for campaigns</li>
<li> Pulling lists of campaigns</li>
<li> Creating new campaigns</li>
<li> Updating existing campaigns</li>
<li> Adding campaign members</li>
<li> Tracking campaign member status</li>
<li> Logging tasks and calls against campaigns</li>
<li> Linking campaigns to opportunities to track ROI</li>
<li> Reassigning campaigns</li></ul>
Working with Cases
<ul>
<li> What are cases?</li>
<li> Searching for cases</li>
<li> Pulling lists of cases</li>
<li> Creating new cases</li>
<li> Updating existing cases</li>
<li> Logging tasks and calls against cases</li>
<li> Reassigning cases</li></ul>
<li> What are cases?</li>
<li> Searching for cases</li>
<li> Pulling lists of cases</li>
<li> Creating new cases</li>
<li> Updating existing cases</li>
<li> Logging tasks and calls against cases</li>
<li> Reassigning cases</li></ul>
Collaborating with Chatter
<ul>
<li> What is Chatter?</li>
<li> How is Chatter different from email?</li>
<li> Chatter visibility (Who sees it?)</li>
<li> Chatting on records</li>
<li> Chatter groups and notifications</li>
<li> Adjusting your Chatter notification preferences</li>
<li> Chatter on reports & dashboards</li></ul>
<li> What is Chatter?</li>
<li> How is Chatter different from email?</li>
<li> Chatter visibility (Who sees it?)</li>
<li> Chatting on records</li>
<li> Chatter groups and notifications</li>
<li> Adjusting your Chatter notification preferences</li>
<li> Chatter on reports & dashboards</li></ul>
Reports & Dashboards
<ul>
<li> What is the difference between a report & dashboard?</li>
<li> What is the difference between a list view and a report?</li>
<li> Who sees what data?</li>
<li> Who can access my reports?</li>
<li> How to find & use existing reports & dashboards?</li>
<li> How to modify existing reports & dashboards?</li>
<li> Understanding report types</li>
<li> How to create new reports & dashboards?</li>
<li> How to export to Excel?</li></ul>
<li> What is the difference between a report & dashboard?</li>
<li> What is the difference between a list view and a report?</li>
<li> Who sees what data?</li>
<li> Who can access my reports?</li>
<li> How to find & use existing reports & dashboards?</li>
<li> How to modify existing reports & dashboards?</li>
<li> Understanding report types</li>
<li> How to create new reports & dashboards?</li>
<li> How to export to Excel?</li></ul>
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Course details
Duration
Full time, Part-time, Evening and Weekends, Virtual online
Video
London, Flexible online
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