Salesforce Lightning Experience User Training

Salesforce Lightning Experience User Training

This course introduces you to the new user interface for Salesforce - Lightning Experience. I walk you through each section and function of this new user interface to help you make the transition from the Salesforce Classic user interface. 

I have structured this course to cover the key UI components of Lightning Experience to make you productive quickly on this new interface. I cover all of the key Salesforce concepts and functions for:





Reports and Dashboards have undergone a major transformation with this new user interface. I walk you through the highlights of new report types, as well as dashboard layouts.

We also walk through the new sales enablement and enhancement tool only found in Lightning Experience, called Sales Path.

Salesforce Lightning Experience User Training
  • My Bio and Getting Started

    We get started with an introduction, and I go over my background and certifications on the Salesforce Platform. In this lecture I give you a broad overview of what this course encompasses and the sequence we are going to go in.

  • Signing Up for a Free Salesforce Account

    In this lecture I walk you through signing up for your own free Salesforce account, which you can keep for life.

  • Signing In and Completing the Lightning Experience Migration Assistant

    Now that you have signed up for your free Salesforce account, I show you how to log in and complete the Lightning Experience Migration Assistant.

  • Switching from Salesforce Classic to Lightning Experience

    A new feature that can be configured to drive better sales performance is called the Sales Path. This new functionality, only in Lightning Experience, is used to drive engagement of Sales Reps, providing guidance along each stage of an Opportunity, to encourage data completeness by focusing on ke...

  • Lightning Experience Interface Quick Tour

    In this lecture, we get oriented to the new Salesforce Lightning Experience user interface. I walk you through some of the core, universal features, such as Search, the Navigation Bar, and more.

  • Introduction to Marketing in Salesforce Lightning Experience

    In this lecture, I discuss the different areas we will be covering as it relates to Marketing in Lightning Experience.

  • Qualifying Leads in Salesforce Lightning Experience

    This lecture introduces you to the new terminology of Collaboration, which is what Chatter is now called in Lightning Experience. We demonstrate the Collaboration features in Lightning Experience and how they differ from Salesforce Classic.

  • Preventing Duplicate Leads in Lightning Experience

    This lecture details what functionality will be missing or not supported in Lightning Experience if your Salesforce organization does not have Chatter enabled.

  • Converting Leads in Salesforce Lightning Experience

    The lead conversion process is covered in this lecture. Lightning Experience handles converting a lead somewhat differently than the classic interface, but in the end, you can create a Contact, Account and Opportunity whenever you are converting a lead.

  • Corresponding with Leads in Salesforce Lightning Experience

    In this lecture, I show you how to correspond with leads in Lightning Experience. I send an email to a lead, creating an email template with merge fields in the process. I also demonstrate how to preview an email template to be sure you are not emailing your leads as 'Dear Firstname'.

    I also sho...

  • Creating Campaigns in Lightning Experience

    In this lecture, I show you how to create a new campaign in Lightning Experience. I also show you the various list views available for Campaigns in Lightning.

    I discuss budgeted vs. actual cost vs. expected revenue. We also look at Campaign Influence with Opportunities. We also look at Campaign ...

  • Collaborating on Leads and Campaigns with Chatter in Lightning Experience

    In this lecture I show you how to collaborate on Leads in Chatter. We cover Chatter basics, such as @ mentioning users, creating topics via hashtags, the WYSIWYG editor and more.

    I create a Chatter Poll, how to vote, and refresh. I also cover how to pose a Question in Chatter as well. 

    I also h...

  • Introduction to Sales in Lightning Experience

    In this lecture, I discuss the different areas we will be covering as it relates to Sales in Lightning Experience.

  • Account Management in Salesforce Lightning Experience

    I demonstrate how the Account page layout in Lightning is designed more from a reference than an action standpoint. I compare the Account page and how it differs from Opportunities and Leads - explaining why Activity Management appears in different locations across different objects.

    I demonstra...

  • Gaining Account Insights with News In Lightning Experience

    In this lecture, we discuss News, which was previously known as Account Insights. I cover how relevant News is pulled in by creating a new account. On that new account page the News items display dynamically related to the new account. I also discuss the various sources that this information is p...

  • Preventing Duplicate Accounts in Lightning Experience

    Dupes. Dupes. Dupes. Duplicates have been a problem with Salesforce for quite some time. They have recently rolled out better duplicate prevention features. I show you how to prevent these duplicates in Lightning Experience.

    I walk you through how to create a new duplicate account rule, a corres...

  • Keeping in Contact & Corresponding With Contacts in Lightning

    In this lecture I demonstrate how to create new contacts from an Account and from the Contacts tab. I also cover how to correspond with contacts via sending emails and logging calls in Lightning Experience.

  • Preventing Duplicate Contacts in Lightning Experience

    In this lecture I walk you through how to create a duplicate rule to prevent duplicate Contacts in Lightning Experience. We make a Contact Matching Rule and Duplicate Rule. We then activate them and put them to the test.

  • Working and Closing Opportunities in Lightning Experience

    In this lecture I show you how to create a new opportunity from an account in Lightning Experience. I cover the amount, next steps, and other key fields for an opportunity. We cover the Opportunities related list on the Account and then we dive deep into the Opportunity page layout.

    I also cover...

  • Increase Sales Productivity with the Sales Path in Lightning Experience

    I demonstrate the Sales Path in Lightning Experience. I cover the Key Fields and Guidance for Success that guide you in filling in the most important information on an opportunity as it travels through the different stages of your sales process.

    I then show you how to configure and set up the Sa...

  • Introducing the Crazy Cool Kanban Opportunity Board

    This is simply the most talked about, jaw dropping feature of Lightning Experience. You may have heard it called the Opportunity Board. Whatever you call it, it is cool and we are going to dive into the Opportunity Kan Ban. I'll show you how to set it up in your own Salesforce instance.

    I demons...

  • Contact Roles on Opportunities - Decision Makers, Influencers Buyers

    In this lecture I show you how to adjust your page layout via the Lighting Page Editor to move the Contact Roles related list higher up on the opportunity page layout. I then show you how to add Contact Roles to Opportunities. Contract Roles help you signify who the Executive Sponsor, Decision Ma...

  • Identifying Influential Campaigns on Opportunities

    Influential Campaigns are not as robust and fully functional in Lightning Experience as they are in the classic interface. In this lecture I demonstrate some of the differences.

  • Collaborating on Accounts, Contacts and Opportunities with Chatter

    Sales collaboration features with Chatter are covered in this lecture. I walk you through various Chatter features on Opportunities, Contacts and Accounts.