Skill

Transition to Salesforce Lightning for Business Users

February 2018 with Jamie Grettum

In this course, trainer Jamie Grettum covers the exciting features offered in the Lightning edition of Salesforce. Jamie takes a practical approach, providing hands-on examples of how to make the transition from Salesforce Classic to Salesforce Lightning and how to apply your knowledge to various real-world tasks as a business user.

If you're looking to make the transition from Salesforce Classic, or you're an admin wanting to roll out the Lightning Edition to your organization, you'll benefit from progressing through this course.

Recommended Experience

It is recommended that learners have 6 to 12 months of experience as a Salesforce Classic end user prior to starting this course.

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. Welcome to Salesforce Lightning (2:43)
2. Day in the Life of a Lightning User (6:38)
3. Everyday Actions, The Lightning Way (3:19)
4. Home Tab: Two New Efficiency Tools (4:56)
5. Home Tab: What Else Is New? (4:40)
6. Navigate Lightning Apps (3:53)
7. Navigate Object Tabs: Familiar Actions the Lightning Way (5:06)
8. Working with List Views in Salesforce Lightning (8:24)
9. Working with Kanban Views in Lightning (10:28)
10. List View for Data Cleanup (6:03)
11. Opportunity Workspace (4:56)
12. Working with Path in Lightning (5:10)
13. Manage Accounts and Contacts in Lightning (5:04)
14. Relate Contacts to Multiple Accounts (4:17)
15. Lead Workspace: Create to Convert (11:09)
16. Navigate Tasks in Lightning (4:57)
17. Working with the Calendar in Lightning (3:47)
18. What Is New on Lightning Reports and Dashboards? (5:21)
19. Getting Started with the Salesforce Mobile App (5:55)

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.

Accountability Coaching

Define your goals and stick to a training plan with help from our coaches.

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