Salesforce Lightning Training in Teesside

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 a 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

Who should attend this Salesforce Lightning Training?

The Salesforce Lightning Training is ideally suited for individuals who are looking to enhance their proficiency in using Salesforce Lightning, the modern and intuitive interface for Salesforce. This course can benefit 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

There are no formal prerequisites for attending this Salesforce Lightning Training.

Salesforce Lightning Training Overview

The Salesforce Lightning Training 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 signalling a solid command over Salesforce's dynamic Lightning platform.

What’s included in this Salesforce Lightning Training?

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