Course information

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

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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.

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What’s included in this Salesforce Lightning Training?

  • World-Class Training Sessions from Experienced Instructors  
  • Salesforce Lightning Certificate
  • Digital Delegate Pack

Why choose us

Our Moncton venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Moncton is a city located in Westmorland County in Canada. The city itself has a population of around 70,000 people and the urban and metro areas of the city have a population of around 240,000 inhabitants. The Universite de Moncton is a French speaking university. The university was founded in 1963 and has around 6,000 students in attendance. The university offers study to students in areas such as; Administration, Arts, Social Sciences, Education, Engineering, Health Sciences, Community Services, Sciences and Law. Another university is the Crandall University which is a small Christian University in Moncton. The university was established in 1949. The Crandall University houses around 700 students. Students can study courses in areas such as Business, Education, Arts, History, Psychology, Sociology and Science. 

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Address

Moncton Travelodge,

2475 Mountain Road,

Moncton,

NB,

E1G 2J5,

Canada

T: +1 6474932992

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Salesforce Lightning Training in Moncton. 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.

Unlock your potential with The Knowledge Academy's Salesforce Lightning Training in Moncton, 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.

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Salesforce Lightning Training in Moncton 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 Moncton 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 Moncton starts from CAD2195
The Knowledge Academy is the Leading global training provider for Salesforce Lightning Training.
Please see our CRM Training courses available in Moncton
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Why choose us

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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.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"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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