Course Objectives
The instructor will focus on the key pages in Lightning optimized for sales use. The focus will be on the features of Lightning that help sales reps focus on the right deals and the right activities. A student in this class will learn the basics of managing leads, accounts, contacts and opportunities in the Lightning experience. In addition, the instructor will show students the basics of activity management and how to utilize Lightning's flexible, interactive tools to visualize data, run reports and build a plan to win. Finally, the student will learn how to leverage these tools and understand how they seamlessly translate to the Salesforce Mobile App. Each student will be given a practice learning environment to participate in hands-on exercises during the class. The student will be able to use that learning environment indefinitely after the class without any additional fee.
Who Should Attend?
Sales people with little or no experience with Salesforce or those who've used Salesforce Classic for years and want to now learn the basics of the Lightning experience. Agenda Welcome & Introductions Setting up a Practice Site Terminology Salesforce Basics Leads Activities Converting Leads Accounts Contacts Opportunities Data Management ? List Views Kanban Opportunity Board A Plan to Win Putting it All Together Cool Tips!
- Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
- Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
- Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
- Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
- Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
- Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.
Agenda
1 - Agenda
- Introductions / Login to Lightning Training Org
- Overview of Salesforce Lightning for Sales
- Working with Leads
- Working with Accounts
- Working with Contacts
- Working with Opportunities
- Working with Activities
- Running Reports
- Going Mobile with the Salesforce App
- A Plan to Win
- Question & Answer