Salesforce End User (Lightning)

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

This course is taught as a private, live online class for teams of 3 or more. All our courses are hands-on, instructor-led, and tailored to fit your group’s goals and needs. 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 online corporate training, please contact us.

In addition, some courses are available as live, instructor-led training from one of our partners.

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

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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.