Skill

Configure Core Lightning Features

October 2019 with Jamie Grettum

Join Jamie Grettum as she teaches you how to customize interface elements in Salesforce Lightning.

Gain an understanding of the default Home tab layout and the Lightning Record page layout defaults. Learn how to create and maintain Lightning apps, how to customize layouts for Opportunities and Leads, how to add utility items to an app, how to enable Notes, and more.

Recommended Experience

Completion of the Salesforce Lightning for Business Users course is recommended

Recommended Equipment

None

Related Certifications

None

Related Job Functions

If you possess a role in Sales or Marketing, this training will benefit you

Jamie Grettum has been a CBT Nuggets trainer since 2017 and possesses a wealth of Salesforce knowledge and experience she wants to share with others.

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Videos in this skill

1. Overview (0:28)
2. Configuring Custom Home Layouts (12:40)
3. Creating Apps in Salesforce Lightning (9:46)
4. Customizing Opportunity and Lead Lightning Page Layouts (8:14)
5. Adding Items to the Utility Bar (8:49)
6. Leveraging Notes in Lightning (4:23)
7. Enabling Notes in Salesforce Lightning (8:47)
8. Conclusion (0:04)

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