Salesforce End User (Lightning)

SF-108 (1 Day)
Request Pricing for Salesforce End User (Lightning)

Salesforce 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 courses are taught as private, customized training for groups of 3 or more at your site. In addition, we offer live, private online training for teams who may be in multiple locations or wish to save on travel costs. To receive a customized proposal and price quote for private on-site or online training, please contact us.

Salesforce Training Objectives

All students will learn how to:

  • 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

Salesforce Training Outline

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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
Request Pricing for Salesforce End User (Lightning)

Lecture percentage

50%

Lecture/Demo

Lab percentage

50%

Lab

Course Number:

SF-108

Duration:

1 Day

Prerequisites:

No prior experience is presumed.

Training Materials:

All Salesforce training students will receive comprehensive courseware.

Software Requirements:

Attendees will not need to install any software on their computer for this class, the class will be conducted in a remote environment that Accelebrate will provide; students will only need a local computer with a web browser with a stable Internet connection. It is recommended by Salesforce to use Chrome as the browser.

Contact Us:

Accelebrate’s training classes are available for private groups of 3 or more people at your site or online anywhere worldwide.

Don't settle for a "one size fits all" public class! Have Accelebrate deliver exactly the training you want, privately at your site or online, for less than the cost of a public class.

For pricing and to learn more, please contact us.

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International:
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