What is Salesforce Lightning Training?
Salesforce Lightning is a powerful platform designed to enhance productivity and efficiency by simplifying app development and improving user experiences. It empowers organisations to create tailored solutions for business challenges using a dynamic, user-friendly interface. With businesses increasingly adopting Lightning for customisation and automation, mastering this platform is vital for professionals looking to stay ahead in today’s competitive market.
Proficiency in Salesforce Lightning is essential for optimising business processes and delivering exceptional customer solutions. Professionals such as Salesforce Administrators, Developers, Consultants, and Project Managers can greatly benefit from mastering Lightning. This skill set enhances their ability to customise Salesforce, automate workflows, and develop tailored applications, making them invaluable assets in any organisation.
Oakwood International’s 1 day Salesforce Lightning Training Course equips delegates with the knowledge and practical skills to leverage Lightning’s powerful tools effectively. Delegates will learn to build custom applications, automate workflows, and optimise the Salesforce platform for their organisation’s needs. Through hands-on exercises and expert guidance, this training ensures delegates gain actionable insights to apply directly to their roles.
Course Objectives
To understand the Salesforce Lightning interface and its key features
To learn how to build and customise apps using Lightning App Builder
To explore workflow automation tools such as Process Builder and Flows
To enhance data management and visualisation through reports and dashboards
To integrate third-party applications within the Lightning platform
To manage user permissions and ensure platform security
To optimise user experience by leveraging Lightning Design System (LDS)
Upon completion, delegates will receive a certification recognising their expertise in Salesforce Lightning. This certification boosts career prospects, showcasing their ability to develop, automate, and optimise solutions, ensuring organisational efficiency and innovation.
Course Outline
Salesforce Lightning Training
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
Included
Included
- No course includes are available.
Offered In This Course:
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Video Content
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eLearning Materials
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Study Resources
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Completion Certificate
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Tutor Support
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Interactive Quizzes
Learning Options
Discover a range of flexible learning options designed to meet your needs. Select the format that best supports your personal growth and goals.
Online Instructor-Led Training
- Live virtual classes led by experienced trainers, offering real-time interaction and guidance for optimal learning outcomes.
Online Self-Paced Training
- Flexible learning at your own pace, with access to comprehensive course materials and resources available anytime, anywhere.
Build your future with Oakwood International
We empower you with the skills, knowledge, and confidence to excel in your career. Join us and take the first step towards realising your professional goals.
Frequently Asked Questions
Q. What is Salesforce Lightning Training?
Salesforce Lightning Training provides in-depth knowledge of Salesforce’s advanced features, including app building, automation, and customisation, to help optimise business processes.
Q. Who is the Salesforce Lightning Training course suitable for?
The course is ideal for Salesforce administrators, developers, CRM consultants, project managers, business analysts, and IT professionals looking to enhance their Salesforce skills.
Q. What will I learn during the Salesforce Lightning Training?
Delegates will learn how to build custom apps, automate workflows, manage data, enhance user experience, and implement security measures using the Salesforce Lightning platform.
Q. Why is Salesforce Lightning important?
Salesforce Lightning simplifies app development, improves productivity, and offers user-friendly tools for customisation and automation, making it a critical skill in CRM and business management.
Q. How does Salesforce Lightning Training benefit my career?
The training equips delegates with in-demand Salesforce skills, enhancing their career prospects in roles like Salesforce Administrator, Developer, or Consultant.