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Salesforce Lightning Training Overview
Salesforce Lightning Training Course Outline
Module 1: Navigating Salesforce
- Using Search
- Personal Settings
- Help Portal
- AppExchange
- Salesforce Trailblazer Community
- Salesforce Tabs
- Customise the Home Page
Module 2: Managing Leads
- Searching for Leads
- Pulling Lists of Leads
- Creating New Leads
- Updating Existing Leads
- Merging Duplicate Leads
- Logging Tasks and Calls Against Leads
- Converting and Reassigning Leads
Module 3: Working with Contacts and Accounts
- Relationships Between Contacts and Accounts
- Searching for Contacts and Accounts
- Pulling Lists of Contacts and Accounts
- Creating New Contacts and Accounts
- Updating Existing Contacts and Accounts
- Merging Duplicate Contacts and Accounts
- Create New Task and Log a Call
- Reassigning Accounts
Module 4: Tracking Opportunities
- Opportunities, and How They are Different from Leads, Contacts, and Accounts
- Searching for Opportunities
- Pulling Lists of Opportunities by Stage, Amount, Close Date, and Owner
- Creating New Opportunities
- Adding Products to Opportunities
- Working with Opportunity Teams
- Updating Existing Opportunities
- Logging Tasks and Calls Against Opportunities
- Reassigning Opportunities
Module 5: Managing Campaigns
- Introduction to Campaigns
- Searching for Campaigns
- Pulling Lists of Campaigns
- Updating Existing Campaigns
- Creating New Campaigns
- Adding Campaign Members
- Tracking Campaign Member Status
- Set Up Campaign Hierarchies
- Salesforce Tasks
- How to Manually Log Calls in Salesforce?
Module 6: Working with Cases
- What are Cases?
- Searching for Cases
- Pulling Lists of Cases
- Creating New Cases
- Updating Existing Cases
- Case Feed 'Log a Call' Options
- Reassigning Cases
Module 7: Collaborating with Chatter
- Introduction to Chatter
- Chatter Vs Email
- Chat Session Records
- Chatter Groups and Notifications
- Update Email Notifications in Chatter
- Enabling Collaboration in a Report
Module 8: Reports and Dashboards
- Difference Between a Report and Dashboard
- Difference Between a List View and a Report
- Who Sees What Data?
- Who can Access My Reports?
- How to Find and Use Existing Reports and Dashboards?
- How to Modify Existing Reports and Dashboards?
- Understanding Report Types
- How to Create New Reports?
- Excel Add-Ins
Who should attend this Salesforce Lightning Training?
The Salesforce Lightning Training is ideally suited for individuals who are looking to enhance their proficiency in using Salesforce Lightning, the modern and intuitive interface for Salesforce. This course can benefit a wide range of professionals, including:
- Salesforce Administrators
- Developers
- Salesforce Users
- Business Analysts
- Sales and Marketing Professionals
- Project Managers
- System Administrators
Prerequisites of the Salesforce Lightning Training
There are no formal prerequisites for attending this Salesforce Lightning Training.
Salesforce Lightning Training Overview
The Salesforce Lightning Training delves into the revolutionary Salesforce Lightning platform, a game-changer in the CRM (Customer Relationship Management) landscape. This platform's enhanced interface and customisation capabilities have redefined how businesses interact with their CRM systems, making it a crucial tool for modern business operations.
Understanding and mastering Salesforce Lightning is vital for professionals in sales, marketing, and CRM administration. As the demand for more dynamic and user-friendly CRM solutions grows, those skilled in Salesforce Lightning become invaluable assets to their organisations. This mastery is essential for anyone looking to leverage CRM systems to drive business success effectively.
The Knowledge Academy's 1-day Salesforce Lightning Training is designed to equip delegates with the skills and knowledge to navigate and utilise Salesforce Lightning efficiently. This CRM Training will cover practical applications, customisation techniques, and best practices, enabling delegates to maximise the platform's potential in their professional roles.
Course Objectives
- To familiarise the delegates with the Salesforce Lightning interface and functionalities
- To enable customisation of Lightning components for tailored sales processes
- To optimise workflows and automate tasks using Lightning tools
- To empower delegates in creating dynamic and interactive dashboards
- To facilitate effective integration of Lightning within existing Salesforce setups
- To impart knowledge on leveraging Lightning for enhanced customer engagement
After completing this course, delegates receive a prestigious certification, validating their proficiency in Salesforce Lightning. This certification is a testament to their expertise, enhancing career prospects and signalling a solid command over Salesforce's dynamic Lightning platform.
What’s included in this Salesforce Lightning Training?
- World-Class Training Sessions from Experienced Instructors
- Salesforce Lightning Certificate
- Digital Delegate Pack
Why choose us
Ways to take this course
Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Salesforce Lightning Training. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.
Live classes
Join a scheduled class with a live instructor and other delegates.
Interactive
Engage in activities, and communicate with your trainer and peers.
Global Pool of the Best Trainers
We handpick from a global pool of expert trainers for our Online Instructor-led courses.
Expertise
With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.
Global Reach
With classes running in all timezones, access any of our courses and course material from anywhere, anytime.
Unlock your potential with The Knowledge Academy's Salesforce Lightning Training, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.
What our customers are saying
Salesforce Lightning Training FAQs
Salesforce Lightning Course is a training course that teaches users how to use Salesforce's modern interface, offering hands-on learning about its features and functionalities. It covers navigation, creating reports, managing data, and utilising the Lightning App Builder to customise applications without needing code expertise.
There are no formal prerequisites for attending this Salesforce Lightning Courses.
This Salesforce Lightning Training Course is ideal for business analysts, project managers, Salesforce administrators, and developers seeking to enhance their skills in Salesforce Lightning. It is also beneficial for anyone interested in leveraging Lightning features to improve user experience and productivity.
In this Salesforce Lightning course, delegates will have intensive training with our experienced instructors, a digital delegate pack consisting of important notes related to this course, and a certificate after course completion, ensuring you gain practical experience and in-depth knowledge.
Salesforce Lightning Course is a 1-day training course during which delegates participate in intensive learning sessions that cover various course topics.
In Salesforce, some popular career paths include Salesforce Administrator, Salesforce Developer, Salesforce Consultant, and Salesforce Architect. The best career depends on individual skills, interests, and desired responsibilities within the Salesforce ecosystem.
The Salesforce skills currently in demand include Salesforce Administration, Salesforce Development, Salesforce Integration, and Salesforce Lightning experience.
Yes, Salesforce is highly in demand globally due to its versatile CRM features, creating a significant need for skilled professionals in administration, development, and customisation roles.
No, coding knowledge is not required to start learning Salesforce Lightning, as it offers both declarative (point-and-click) and programmatic development options to cater to both non-coders and developers.
Salesforce Lightning professionals generally earn between £50,000 and £85,000 per year, varying based on experience, job role, and geographical location. Those with certifications and significant expertise can often secure higher salaries in this competitive industry.
Learning Salesforce Lightning Training can significantly enhance your career by qualifying you for high-demand roles in CRM and business operations, improving your skills in building custom applications, and increasing your value to employers leveraging Salesforce platforms.
The Knowledge Academy in Canada stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking this course.
The training fees for Salesforce Lightning Trainingin Canada starts from CAD2195
The Knowledge Academy is the Leading global training provider for Salesforce Lightning Training.
Please see our CRM Training courses available in Canada
Why choose us
Best price in the industry
You won't find better value in the marketplace. If you do find a lower price, we will beat it.
Many delivery methods
Flexible delivery methods are available depending on your learning style.
High quality resources
Resources are included for a comprehensive learning experience.
"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"
Joshua Davies, Thames Water
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