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:

Marketing

Sales

Service

Analytics

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
  • Introduction to Service in Salesforce Lightning Experience

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

  • Case Management in Lightning Experience

    The Service Console is not available in Lightning Experience. I show you how to launch the Call Center app via the App Launcher in Lightning. I then walk you through how to find and work cases in Lightning Experience.

    We discuss List View controls for Cases in Lightning, along with Case List Vie...

  • Case Correspondence in Lightning Experience

    In this lecture I cover the features as well as limitations found in Lightning Experience when trying to correspond on Cases via Activity Management. I show you different ways that you can log a call and send an email on a case from within Lightning. I also compare some of this functionality to t...

  • Case Collaboration with Chatter in Lightning Experience

    In this lecture I cover the Case Collaboration functionality that Lightning Experience provides with Chatter.

  • Introduction to Analytics in Salesforce Lightning Experience

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

  • Installing Reports and Dashboards Apps in Lightning Experience

    In this lecture I show you how to install a few good applications off of the AppExchange. These apps contain good reports and dashboards that we will demonstrate and work with further in subsequent lectures. I provide links to these apps as well as additional ones from the Resources section of th...

  • Reports in Salesforce Lightning Experience

    In this lecture, I show the new look of Reports in Lightning Experience. We visit some of the reports that are available from the different apps that I installed from the AppExchange in the previous lecture. I show you how to modify reports, adjust filters, add column and row groupings, and more.

  • Dashboard Driven Decision Making in Lightning Experience

    In this lecture, I show the new look of Dashboards in Lightning Experience. I show you the Chatter Graph from the App Exchange. We also go through how to customize the Home Page and editing the quarterly goals.

  • Thank You and Next Steps

    Final thoughts on next steps for you, as well as conveying my thanks for spending your valuable time with me.