Course information

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

Why choose us

Our Chennai venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Chennai is situated within the South Eastern coast of India on the Coromandel Coast, as well as it being the capital city of Tamil Nadu, it is also the fourth largest city within India. Madras or Detroit of India as the city is otherwise known was home to around 82,790 people in 2011 making it the third largest expatriate population within India as it grew from around 35,000 people recorded in 2009. Chennai plays an important part within India’s automobile industry. There are some well-known universities within Chennai, however the IIT Madras which offers engineering courses is highly regarded amongst the top of its kind within India, along with the College of Engineering, Guindy which is up in the top ten engineering colleges also within India which is owned by Tamil Nadu. The schools within Chennai are either owned by Tamil Nadu or privately run, however still with some help financially from the government. Students have a number of different options within colleges as to what they want to study, with regards to the Alagappa College of Technology and the College of Engineering, Guindy, offers courses within technology, engineering or architecture. The university subjects can include the pervious subjects along with science, arts, law, commerce, and medicine. One of the biggest universities within Chennai which has five campuses throughout the city is the University of Madras which is also linked to colleges such as the Presidency College, madras Medical College, Madras Christian College and the Madras School of Social Work. Chennai also offers weekend education courses for students who are Japanese nationals living in the city through the Japanese School Education Trust, it is possible to provide support through learning. Chennai is also home to the Central Leather Research Institute which is the world’s largest research organisation in leather and is situated within Adyar. There is also a branch organisation from the Central Electronic Engineering Research Institute within Chennai as it plays a big part of the electronic research within India, Institutes such as the institute of Mathematical Science also offers students the chance to work on physical, mathematical and computer sciences.

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Address

Tech 360 Consultancy Services
No. 1/807 A, 
Pillayar Koil Street
Thoraipakkam
Chennai

T: +91 8037244591

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Salesforce Lightning Masterclass in Chennai. 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 Masterclass in Chennai, 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 Masterclass in Chennai. 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 Masterclass in Chennai sessions.

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Highly experienced trainers

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

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

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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 at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

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

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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

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

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Monitor employees progress

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

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Salesforce Lightning Masterclass in Chennai FAQs

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The training fees for certification in Chennai starts from INR29995
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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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