Salesforce Lightning 2018 E-Learning
Order this unique Salesforce Lightning 2018 E-Learning course online and get 1 year of 24/7 access to rich interactive videos, voice-guided instruction, chapter-based assessments, and progress tracking through detailed reports.
This training helps you master the Salesforce Lightning Experience, the modern and powerful interface of the world’s leading CRM platform. You’ll learn how to manage customer data, track sales opportunities, build reports, and optimize workflows using Lightning features.
Why Choose This Training?
- Full coverage of Salesforce Lightning tools and functionalities
- 1-year access to self-paced, hands-on e-learning modules
- Includes quizzes, progress reports, and knowledge checks per chapter
- Perfect for both new and transitioning Salesforce users
- Certificate of participation upon completion
Who Should Attend?
- Sales and marketing professionals using Salesforce
- CRM admins and consultants migrating to the Lightning interface
- Organizations training teams on Salesforce Lightning
- New users wanting to quickly learn the latest Salesforce features
Course content
Salesforce Lightning: Sign-in & Setup
Course: 42 Minutes
- Signing in
- Getting around in Salesforce Lightning
- Using the search tool
- Performing an advanced search
- Editing your personal information
- Linking your Twitter account to Salesforce
- Creating a new list view
- Changing your email settings
- Customizing the user interface
- Configuring your display
Salesforce Lightning: Leads, Opportunities, & Accounts
Course: 1 Hour, 38 Minutes
- Creating a lead
- Managing your leads
- Editing a lead
- Converting a lead
- Consulting your accounts
- Creating a new account
- Updating an account
- Creating an opportunity
- Managing your opportunities
- Updating an opportunity
- Transferring an element
- Managing your campaigns
- Attaching documents
- Logging a call
Salesforce Lightning: Keeping Track of Activities
Course: 40 Minutes
- Creating a task
- Managing your tasks
- Creating an event
- Using the calendar
- Using the dashboard
- Creating your own dashboard
Salesforce Lightning: Contact Management & Communication
Course: 31 Minutes
- Creating a contact
Updating your contacts
Managing duplicates
Emailing a contact
Creating & using email templates
Salesforce Lightning: Managing Sales Data
Course: 45 Minutes
- Using predefined reports
- Creating a custom report
- Configuring email associations
- Managing leads as an administrator
- Importing leads, accounts or contacts
- Conducting mass imports
- Exporting your data
- Mass deleting records
