Salesforce Lightning Training

Name: Salesforce Lightning Training
Brand: The Knowledge Academy
Rating: 4.9 (38503 reviews)

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

Hands-On Labs: Included as part of our online instructor-led delivery, these labs provide real-world exercises in a simulated environment guided by expert instructors to enhance your practical skills.

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.

Learn More

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.

Learn more in our FAQs

What our customers are saying

Salesforce Lightning Training FAQs

What is Salesforce Lightning Training?

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.

What are the prerequisites required for attending this Salesforce Lightning Courses?

There are no formal prerequisites for attending this Salesforce Lightning Courses.

Who should attend this Salesforce Lightning Training Course?

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.

What is included in this Salesforce Lightning Course?

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.

What is the duration of this Salesforce Lightning Course?

Salesforce Lightning Course is a 1-day training course during which delegates participate in intensive learning sessions that cover various course topics.

Which career is best in Salesforce?

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.

Which Salesforce skills are in demand?

The Salesforce skills currently in demand include Salesforce Administration, Salesforce Development, Salesforce Integration, and Salesforce Lightning experience.

Is Salesforce really in demand?

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.

Do I need to know coding to learn Salesforce Lightning?

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.

What is an average salary of Salesforce Lighting professionals?

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.

How will this Salesforce Lightning Training help in my career growth?

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.

Why choose The Knowledge Academy in the United States over others?

The Knowledge Academy in the United States 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.

What is the cost/training fees for Salesforce Lightning Training in the United States?

The training fees for Salesforce Lightning Trainingin the United States starts from $1595

Which is the best training institute/provider of Salesforce Lightning Training in the United States?

The Knowledge Academy is the Leading global training provider for Salesforce Lightning Training.

What are the best CRM Training courses in the United States?

Please see our CRM Training courses available in the United States

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

Salesforce Lightning Training in United States

Washington D.C.

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