Salesforce Lightning Training Overview

Salesforce Lightning Training Course Outline

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

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Who should attend this Salesforce Lightning Training Course?

The Salesforce Lightning Training Course is ideally suited for individuals who are looking to enhance their proficiency in using Salesforce Lightning, the modern and intuitive interface for Salesforce. This Salesforce Lightning Training can be beneficial for a wide range of professionals, including:

  • Salesforce Administrators
  • Developers
  • Salesforce Users
  • Business Analysts
  • Sales and Marketing Professionals
  • Project Managers
  • System Administrators

Prerequisites of the Salesforce Lightning Training Course

There are no formal prerequisites for this Salesforce Lightning Training.

Salesforce Lightning Training Course Overview

The Salesforce Lightning Courses delves into the revolutionary Salesforce Lightning platform, a game-changer in the CRM (Customer Relationship Management) landscape. This platform's enhanced interface and customisation capabilities have redefined how businesses interact with their CRM systems, making it a crucial tool for modern business operations.

Understanding and mastering Salesforce Lightning is vital for professionals in sales, marketing, and CRM administration. As the demand for more dynamic and user-friendly CRM solutions grows, those skilled in Salesforce Lightning become invaluable assets to their organisations. This mastery is essential for anyone looking to leverage CRM systems to drive business success effectively.

The Knowledge Academy's 1-day Salesforce Lightning Training is designed to equip delegates with the skills and knowledge to navigate and utilise Salesforce Lightning efficiently. This CRM Training will cover practical applications, customisation techniques, and best practices, enabling delegates to maximise the platform's potential in their professional roles.

Course Objectives

  • To familiarise the delegates with the Salesforce Lightning interface and functionalities
  • To enable customisation of Lightning components for tailored sales processes
  • To optimise workflows and automate tasks using Lightning tools
  • To empower delegates in creating dynamic and interactive dashboards
  • To facilitate effective integration of Lightning within existing Salesforce setups
  • To impart knowledge on leveraging Lightning for enhanced customer engagement              

After completing this course, delegates receive a prestigious certification, validating their proficiency in Salesforce Lightning. This certification is a testament to their expertise, enhancing career prospects and signaling a solid command over Salesforce's dynamic Lightning platform.

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What’s included in this Salesforce Lightning Training Course?

  • World-Class Training Sessions from Experienced Instructors  
  • Salesforce Lightning Certificate
  • Digital Delegate Pack

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Why choose us

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Salesforce Lightning Training. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Salesforce Lightning Training, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Experience the most sought-after learning style with The Knowledge Academy's Salesforce Lightning Training. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Salesforce Lightning Training sessions.


Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience


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


Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment


Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Salesforce Lightning Training at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.


Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs


Maximise your training budget

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


Team building opportunity

Our Salesforce Lightning Training offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings


Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Salesforce Lightning Training FAQs

Salesforce Lightning Course is a training course that teaches users how to use Salesforce's modern interface, offering hands-on learning about its features and functionalities. It covers navigation, creating reports, managing data, and utilising the Lightning App Builder to customise applications without needing code expertise.
There are no formal prerequisites for attending this Salesforce Lightning Training Course.
This Salesforce Lightning Training is ideal for anyone who wants to gain more knowledge about Salesforce Lightning.
The Salesforce Lightning Course is open to individuals interested in learning about Salesforce CRM, its functionalities, and applications. There are no strict eligibility criteria, but having a basic understanding of computer systems and an interest in sales, customer relationship management, or technology can benefit delegates.
In this course, delegates will have 1-day intensive training with our experienced instructors, a digital delegate pack consisting of important notes related to this course, and a certificate after course completion.
This course is a 1-day training course during which delegates participate in intensive learning sessions that cover various course topics.
In Salesforce, some popular career paths include Salesforce Administrator, Salesforce Developer, Salesforce Consultant, and Salesforce Architect. The best career depends on individual skills, interests, and desired responsibilities within the Salesforce ecosystem.
The Salesforce skills currently in demand include Salesforce Administration, Salesforce Development, Salesforce Integration, and Salesforce Lightning experience.
Yes, Salesforce is highly in demand globally due to its versatile CRM features, creating a significant need for skilled professionals in administration, development, and customisation roles.
Learning Salesforce can significantly enhance your job prospects. The demand for Salesforce professionals is high, and Salesforce Lightning Certification can dramatically increase your chances of securing a job in this field. Numerous opportunities exist across various industries, making it a valuable skill set to pursue.
No, coding knowledge is not required to start learning Salesforce Lightning, as it offers both declarative (point-and-click) and programmatic development options to cater to both non-coders and developers.
Yes, Salesforce Lightning Courses provide continued access to training materials post-course, including online resources, videos, and community support to reinforce learning.
Learning Salesforce Lightning can significantly enhance your career by qualifying you for high-demand roles in CRM and business operations, improving your skills in building custom applications, and increasing your value to employers leveraging Salesforce platforms.
The Knowledge Academy in the United Kingdom stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking the Salesforce Lightning Certification Course.
The training fees for Salesforce Lightning Training certification in the United Kingdom starts from £1295
The Knowledge Academy is the Leading global training provider for Salesforce Lightning Training.
Please see our CRM Training courses available in the United Kingdom
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Why choose us


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.


Many delivery methods

Flexible delivery methods are available depending on your learning style.


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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