Salesforce Lightning Masterclass - United Kingdom

Salesforce Lightning Masterclass ​Course Outline

Module 1 - Navigating Salesforce

• Using Search
• Personal Settings
• Help Portal
• AppExchange
• Salesforce Trailblazer Community
• Tabs
• Main Screen

Module 2 - Managing Leads

• Searching for leads
• Pulling lists of leads
• Creating new leads
• Updating existing leads
• Merging duplicate leads
• Logging tasks & calls against leads
• Converting and Reassigning leads

Module 3 - Working with Contacts & Accounts

• Understanding the relationships between contacts & accounts
• Searching for contacts & accounts
• Pulling lists of contacts & accounts
• Creating new contacts & accounts
• Updating existing contacts & accounts
• Merging duplicate contacts & accounts
• Logging tasks & calls against contacts & accounts
• Reassigning contacts & accounts

Module 4 - Tracking Opportunities (Pipeline Management)

• Understanding what opportunities are, and how they are different from leads, contacts and accounts
• Searching for opportunities
• Pulling lists of opportunities by stage, amount, close date, 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

• What are campaigns?
• Searching for campaigns
• Pulling lists of campaigns
• Creating new campaigns
• Updating existing campaigns
• Adding campaign members
• Tracking campaign member status
• Logging tasks and calls against campaigns
• Linking campaigns to opportunities to track ROI
• Reassigning campaigns

Module 6 - Working with Cases

• What are cases?
• Searching for cases
• Pulling lists of cases
• Creating new cases
• Updating existing cases
• Logging tasks and calls against cases
• Reassigning cases

Module 7 - Collaborating with Chatter

• What is Chatter?
• How is Chatter different from email?
• Chatter visibility (Who sees it?)
• Chatting on records
• Chatter groups and notifications
• Adjusting your Chatter notification preferences
• Chatter on reports & dashboards

Module 8 - Reports & Dashboards

• What is the difference between a report & dashboard?
• What is the difference between a list view and a report?
• Who sees what data?
• Who can access my reports?
• How to find & use existing reports & dashboards?
• How to modify existing reports & dashboards?
• Understanding report types
• How to create new reports & dashboards?
• How to export to Excel?