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