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Course information

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?

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Prerequisites

In this Salesforce Lightning Masterclass, there are no formal prerequisites.

Audience

This Salesforce Lightning Masterclass is ideal for anyone who wants to gain more knowledge about Salesforce Lightning.

Salesforce Lightning Masterclass ​Course Overview

Salesforce Lightning is an advanced feature of Salesforce. It is a component-based framework for app development which is used to improve the virtual interface of Salesforce apps in mobiles, smartphones, laptops, and desktops from anywhere in the world. During this 2-day Salesforce Lightning Masterclass delegates will understand, how to develop custom applications running in Lightning experiences. This training will cover both basic and advanced concepts such as:

  • Salesforce Trailblazer Community
  • Searching for and Pulling lists of leads
  • Understanding the relationships between contacts & accounts
  • Pulling lists of opportunities by stage, amount, close date, and owner
  • How to create new campaigns and updating existing campaigns
  • Collaborating with Chatter
  • Difference between a report & dashboard
  • How to find & use existing reports & dashboards

Throughout this training, delegates will also understand the how to customise the record page and home page of salesforce Lightning. This training will be taught by our industry experienced instructor who is friendly and highly knowledgeable in Salesforce Lightning.

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

This is our most popular style of learning. We run courses in 1200 locations, across 200 countries in one of our hand-picked training venues, providing the all important ‘human touch’ which may be missed in other learning styles.

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Highly experienced trainers

All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience

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Great value for money

Get more bang for your buck! If you find your chosen course cheaper elsewhere, we’ll match it!

This is the same great training as our classroom learning but carried out at your own business premises. This is the perfect option for larger scale training requirements and means less time away from the office.

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Tailored learning experience

Our courses can be adapted to meet your individual project or business requirements regardless of scope.

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.

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Monitor employees progress

Keep track of your employees’ progression and performance in your own workspace.

What our customers are saying

Frequently asked questions

FAQ's

Please arrive at the venue at 8:45am.
In this Salesforce Lightning Masterclass, there are no formal prerequisites.
This Salesforce Lightning Masterclass is ideal for anyone who wants to gain more knowledge about Salesforce Lightning.
We are able to provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is 1 day.
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The price for Salesforce Lightning Masterclass certification in the United Kingdom starts from £795
The Knowledge Academy is the Leading global training provider in the world for Salesforce Lightning Masterclass.
Please see our CRM Training courses available in the United Kingdom

Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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"...the trainer for this course was excellent. I would definitely recommend (and already have) this course to others."

Diane Gray, Shell

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