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 Detroit 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.

Detroit is the largest city in the state of Michigan, United States. It is located on the United States-Canada border and has a population of around 680,000 people. Denver’s growth is mostly to be credited to the expansion of the automobile industry as they supplied a lot of automotive support for the Allied powers during World War II. Detroit Public Schools govern 66,000 students and it is the largest district in Michigan. Detroit also has a population of charter school students at a rate of about 56,000 pupils. There are many private schools in Detroit including 110 Roman Catholic grade schools which are operated by the Archdiocese of Detroit. Detroit is home to many further education establishments including Wayne State University, University of Detroit Mercy, University of Detroit Mercy School of Law and Sacred Heart Major Seminary. Wayne State University is a national research university which focuses on medical and law majors but offers hundreds of other different academic programs. The University of Detroit Mercy is a Roman Catholic co-educational facility which is affiliated with Sisters of Mercy and Society of Jesus. It provides a wide variety of different academic degrees in a range of different subjects including dentistry, law, architecture and nursing. Sacred Heart Major Seminary is affiliated with the Pontifical University of Saint Thomas Aquinas, Angelicum in Rome. It was founded in 1919 and provides students with pontifical degrees and civil graduate or undergraduate degrees. Students are welcome to be clerical or lay. The University of Michigan was originally established in Detroit in 1817 but was then moved to Ann Arbor in 1837. Other further education facilities include the College for Creative Studies, Lewis College of Business and Marygrove College. The Michigan State University College of Osteopathic Medicine based in East Lansing also has a satellite campus based in the Detroit Medical Center. 

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Address

Detroit, Michigan

T: +1 7204454674

Ways to take this course

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

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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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

What our customers are saying

Salesforce Lightning Masterclass in Detroit FAQs

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The training fees for certification in Detroit starts from $1595
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Please see our courses available in Detroit
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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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