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:

  • vedio Video Content
  • elearning eLearning Materials
  • exam Study Resources
  • certificate Completion Certificate
  • study Tutor Support
  • workbook Interactive Quizzes
Individual Training

Individual Training fosters personal growth, enhances professional skills, and builds confidence.

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Corporate Training

Corporate Training improves employee skills, increases productivity, and aligns teams with company objectives.

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.

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