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© 2018

Learn Salesforce Lightning

The Visual Guide to the Lightning UI

Book
  • 6.5k Downloads

Table of contents

  1. Front Matter
    Pages i-xvii
  2. Felicia Duarte, Rachelle Hoffman
    Pages 1-51
  3. Felicia Duarte, Rachelle Hoffman
    Pages 53-101
  4. Felicia Duarte, Rachelle Hoffman
    Pages 103-147
  5. Felicia Duarte, Rachelle Hoffman
    Pages 149-168
  6. Felicia Duarte, Rachelle Hoffman
    Pages 169-232
  7. Felicia Duarte, Rachelle Hoffman
    Pages 233-277
  8. Felicia Duarte, Rachelle Hoffman
    Pages 279-294
  9. Felicia Duarte, Rachelle Hoffman
    Pages 295-341
  10. Felicia Duarte, Rachelle Hoffman
    Pages 343-366
  11. Back Matter
    Pages 367-373

About this book

Introduction

Refer to this invaluable how-to guide for basic training on Salesforce Lightning. Salespeople and technical users and consultants will no longer have to resort to learning the interface on their own, which is very time consuming.

Learn Salesforce Lightning is a step-by-step visual guide that offers immediate and valuable solutions to the new set of UI tools included in Lightning. With chapters broken down into easily absorbed topics, you walk through the entire process of managing your daily activities within Salesforce, as well as basic customizations and system management. The book explains the primary use cases for Lighting, and simplifies some of the more complex features, such as opportunity stage management and the new dashboard builder. Topics covered include:

  • Sales and service management
  • Lightning Apps on the AppExchange
  • Lightning dashboards and reports
  • Lightning security
  • Lightning Process Builder and more

What You’ll Learn:

  • Navigate the Salesforce Lightning interface
  • Know where to go in the setup area to make customizations
  • Create dynamic reports and dashboards
  • View Lightning on a mobile device
  • Train other users on common day-to-day activities within Lightning


Keywords

Salesforce Lightning Salesforce Interface Salesforce Training Salesforce Administration Salesforce Book Salesforce Certification Salesforce Manual Salesforce Guide

Authors and affiliations

  1. 1.La PuenteUSA
  2. 2.SunlandUSA

About the authors

Felicia Duarte is the chief operating officer of Cloud Creations, Inc., a full-service Salesforce consulting and implementation firm in Los Angeles. She oversees the daily operations of the company, including 70+ active implementations at any given time. Her technical expertise on the Salesforce platform is contrasted by her retail management experience, including SEO, web analytics, and social media marketing. In 2017, Felicia filmed Salesforce Admin Certification training courses for ITPRO.TV. In her time off, she enjoys quality time with her two young boys: Michael and Ayden.  

Rachelle Hoffman is the chief technology officer of Cloud Creations, Inc., a full-service Salesforce consulting and implementation firm in Los Angeles. Her years of experience on the Salesforce platform include the retail and business services industries. Her marquee clients include Southern California Edison, Smart & Final, Paramount Pictures, and other Fortune 500 Cloud Creations clients.

 

Bibliographic information

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