CBT Nuggets – Navigate and Personalize Salesforce Lightning
English | Size: 251.55 MB
Category: Tutorial
Salesforce Lightning Interface Online Training
In this intermediate Salesforce skills training, Jamie Grettum covers how to use the exciting features offered in the Lightning edition of Salesforce.
The beginning of the end of Salesforce Classic has already happened, which means Salesforce Lightning will be the default interface for Salesforce soon. This move from Classic to Lightning has caused concern among both users and administrators. For users, they need to learn a whole new interface. For administrators, they not only have to support a whole new Salesforce but also need to train users on the new interface.
This Salesforce Lightning training was designed as user training to help take the weight off Salesforce administrators. After completing this Salesforce Lightning Interface training, your users will know how to navigate and personalize Salesforce Lightning and perform common and essential tasks, such as interacting with the navigation bar, creating and managing accounts, working with leads and opportunities, and much more.
For anyone who manages their Salesforce training, this Salesforce training can be used to onboard new employees, curated into individual or team training plans, or as a Salesforce reference resource.
Salesforce Lightning Interface: What You Need to Know
This Salesforce Lightning Interface training has videos that cover topics including:
Personalizing Salesforce Lightning
Transitioning to Salesforce Lightning
Configuring core Lightning features
Using Lightning Search
Mastering the many different views: Custom Lists, Kanban and more
Relating contacts to multiple accounts
Navigating tasks and working with the calendar in Lightning
Understanding the Salesforce mobile app
Who Should Take Salesforce Lightning Interface Training?
This Salesforce Lightning Interface training is considered administrator-level Salesforce training, which means it was designed for Salesforce administrators. This Lightning interface skills course is valuable for new IT professionals with at least a year of experience with CRM infrastructure and experienced Salesforce administrators looking to validate their Salesforce skills.
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