Skill

Navigate and Personalize Salesforce Lightning

June 2018 with Jamie Grettum

In this course, trainer Jamie Grettum covers some of the exciting features offered in the Lightning edition of Salesforce. Learn how to navigate and personalize Salesforce Lightning, such as using the Lightning search, creating custom List views, relating contacts to multiple accounts, and much 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. Manage Your Day From the Lightning Home Tab (5:50)
2. Tips for Using Lightning Search (4:46)
3. Create a Custom List View (8:36)
4. Working with Kanban Views (9:52)
5. Working with Tasks in Salesforce Lightning (4:51)
6. Capture Critical Notes in Salesforce (2:59)
7. Relate Contacts to Multiple Accounts (4:17)
8. Getting Started with the Salesforce Mobile App (5:55)
9. Tips on using the Calendar in Lightning (3:53)
10. What else can the Salesforce calendar show? (3:05)
11. Personalize your Profile and Photo (1:41)
12. Personalize your Salesforce Settings (6:00)

Quizzes & Practice Exams

Reinforce core concepts and new skills with built-in quiz questions, and exams.

Virtual Labs

Explore new technology and apply your expertise in customized virtual labs.

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