Upgrading to Salesforce Lightning Experience for Experienced Admins


Course Number: SF-122

Duration: 3 days (19.5 hours)

Format: Live, hands-on

Salesforce Lightning Experience Training Overview

This Salesforce Lightning Experience training course teaches attendees the basics of Salesforce Lightning Experience with an emphasis on upgrading from Salesforce Classic. This class is an alternative to the two classes, Administration Essentials for Advanced Admins (DEX211) and Declarative Development for Platform App Builders in Lightning Experience (DEX402), offered by Salesforce. Accelebrate's version of this training offers relevant, real-world examples, takes less time, and costs less.

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

  • Navigate Lightning Experience and leverage its new features
  • Use Einstein
  • Leverage classic features that are not yet available in Lightning (or are limited)
  • Enable Lightning and upgrade from Classic to Lightning
  • Leverage Lightning App Builder, standard Lightning Components, Lightning pages and buttons, and Lightning Actions
  • Use Process Builder and Lightning reports & dashboards
  • Design for mobile

Prerequisites

All students must have a strong technical background and be familiar with Salesforce Classic or have experience with another CRM or ERP system.

Outline

Expand All | Collapse All

Introduction
GenWatt
Setting up a Practice Site
Users
Login Policies
Session Settings
Lightning Overview
  • User Interface
  • Platform
  • Mobile
Lightning Experience
  • App Launcher
  • Lightning Apps
  • Home Page
  • News
  • Activity Timeline (most objects)
    • Task Compact Layout
  • List Views
    • Kanban View
    • Charts
  • Path
    • Display fields
    • Validation rules
  • Lead Conversion
  • Einstein
    • Discovery
    • Readiness Assessor
    • Activity Capture
    • Lead Scoring
    • Opportunity Scoring
    • Opportunity Insights
    • Account Insights
    • Automated Contacts
  • Collaborative Forecasting
  • Einstein Forecasting
  • Classic Features Not Yet Available (or limited)
    • Reports
    • Dashboards
    • Sales Cloud
    • Service Cloud
    • Chatter & Files
    • Platform
    • Console
  • Features No Longer Available
    • Alternative Features
    • Migrating Attachments to Files
Upgrading from Classic to Lightning
  • Lightning Readiness Report
  • Visualforce Readiness Report
  • Enabling Lightning
    • Permission Set
    • The Switcher
Model View Controller in Lightning
Lightning Platform Architecture
Lightning Connect
Changes to URLs in Lightning
  • MyDomain
  • URL Buttons & Links
  • Report Parameters
Lightning App Builder
Lightning Pages
Lightning Components
AppExchange Components
Lightning Tabs
Salesforce Fields
  • Custom Field Types
  • Formula Fields
Page Layouts
Record Types
Assigning Apps & Pages
Editing Lightning Pages
Buttons
Actions
  • Categories
  • Types
  • Global Actions
Sharing Actions
  • Organization Wide Defaults
  • Lightning Sharing AppExchange Package
Editing Lightning Pages
Compact Layouts
Salesforce App
  • Designing for Mobile
  • Mobile Cards
  • Mobile Actions
  • Mobile Considerations
Email
  • Sending Email Options
  • Enhanced Email
  • Outlook Integration & Sync
  • Gmail Integration & Sync
  • Email Templates
Process Builder
  • Creating Records
Approval Processes
  • Automatic Approvals using Process Builder
Apex
  • When to Use Apex
  • Development Path
  • Remote Site Settings
Process Builder & Apex
  • Calling a Process from an Action
  • Calling an Apex class from a Process
Visual Workflow
  • Creating Flows
Workflow Best Practices
Visualforce
  • When to Use
  • Upgrading
Lightning Community Builder
Partner Community
Customer Community
Lightning Sites
Salesforce Metadata
  • Setup Audit Trail
Deployment & Change Management
  • Sandboxes
  • Metadata API
  • Packages
  • Change Sets
Conclusion

Training Materials:

All Salesforce training students will receive comprehensive courseware.

Software Requirements:

Each student will be given a practice learning environment to use during hands-on exercises during the class. The student will be able to use this learning environment indefinitely after the class without any additional fee.



Learn faster

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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

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Multiple Payment Options

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



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