Salesforce Lightning E-Learning Training
Order this unique E-Learning course "Salesforce Lightning" online!
Get 1 year of 24/7 access to interactive videos, clear spoken explanations, detailed progress reports, and chapter-based quizzes to instantly test your knowledge. Get familiar with Salesforce’s modern interface and learn how to work faster and more effectively with the Lightning platform.
Why choose this training?
Salesforce Lightning is the latest generation user interface of the leading CRM platform, Salesforce. This course gives you the opportunity to quickly and efficiently become familiar with its key features and capabilities:
- Learn to navigate within the Lightning Experience environment.
- Discover how to manage records, create reports, and use dashboards.
- Understand workflows, automation, and customization options within Salesforce Lightning.
- Strengthen your knowledge with interactive quizzes after each chapter.
- Benefit from flexible E-Learning: learn whenever and wherever you want.
Whether you're transitioning from Salesforce Classic or just starting with Salesforce, this training helps you become productive with the Lightning platform right away.
Who should take this course?
This training is ideal for:
- CRM users transitioning to Salesforce Lightning.
- Sales, marketing, and support staff working within Salesforce.
- IT professionals and consultants implementing Salesforce solutions.
- Anyone who wants to work more efficiently with Salesforce’s modern interface.
Both beginners and users with experience in Salesforce Classic will benefit from this structured and hands-on course.
Course content
Salesforce Lightning: Sign-in & Setup
Course: 35 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
- Creating a lead6
- 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
Salesforce Lightning: Keeping Track of Activities
Course: 31 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: 24 Minutes
- Creating a contact
- Updating your contacts
- Managing duplicates
- Emailing a contact
- Creating & using email templates
Salesforce Lightning: Managing Sales Data
Course: 32 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
