Salesforce End User (Lightning)


Course Number: SF-108

Duration: 1 day (6.5 hours)

Format: Live, hands-on

Salesforce End User Training Overview

This Salesforce® End User (Lightning) training course teaches new users (and current users wanting to better leverage its full power) how to use the Salesforce platform effectively.

Location and Pricing

Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.

Objectives

  • Complete the login process
  • Use Salesforce® nomenclature – Apps, Objects, Records
  • Configure Personal Settings
  • Navigate in Lightning
  • Use the sharing model
  • Use Standard Objects
  • Use Custom Objects, Field types, Custom fields
  • Create List Views
  • Create, edit, and delete records
  • Use Tasks
  • Use Events
  • Create email templates
  • Email from record pages and List Views
  • Create Reports and Dashboards
  • Use Help and Training
  • Use the AppExchange
  • Find other Learning resources

Prerequisites

No prior experience is presumed.

Outline

Expand All | Collapse All

Introduction
Logging in
  • Username and passwords
  • Password policies
Salesforce Nomenclature
  • Apps
  • Objects
  • Tabs
  • Records
Navigating in Salesforce
  • App Launcher
  • Search
  • Tabs
  • Favorites
  • Global Actions
  • Notifications
  • Viewing Records
Personal Settings
  • User Info
  • Customizing pages
  • Email Settings
  • Activity Reminders
  • Adding Navigation Tabs
Sharing Model
  • Profiles
  • OWD
  • Roles
  • Sharing Rules
Objects
  • The main standard objects
  • Custom objects
  • Records
  • Fields
Field Customization
  • Custom Fields
  • Formula Fields
  • Required Fields
List Views
  • Standard List Views
  • Custom List Views
  • Tagging a List View as a Favorite
Using Records
  • Create, view, edit, delete
  • Undelete Records
Activities and Calendars
  • Tasks
  • Events
  • Calendars
Sending Email from Salesforce
  • Email Integration
  • Email Templates
Reports and Dashboards
  • Creating Reports
  • Creating Dashboards
Converting Leads
  • Convert a Lead
Other Tools
  • Help and Training
  • AppExchange
  • Salesforce Community
  • Trailhead
  • User Groups
Conclusion

Training Materials:

All Salesforce training students will receive comprehensive courseware.

Software Requirements:

Salesforce is web-based and attendees only need an Internet connection and modern web browser for training. Salesforce recommends Chrome.



Learn faster

Our live, instructor-led lectures are far more effective than pre-recorded classes

Satisfaction guarantee

If your team is not 100% satisfied with your training, we do what's necessary to make it right

Learn online from anywhere

Whether you are at home or in the office, we make learning interactive and engaging

Multiple Payment Options

We accept check, ACH/EFT, major credit cards, and most purchase orders



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