Get Started with Lightning Experience
Offered By: Salesforce via Trailhead
Course Description
Overview
Start your journey to becoming a new Salesforce Admin with Lightning ... Experience.
- Learn how to use customer relationship management (CRM) software to grow your business.
- Set up users and control how they can view or edit your business data.
- Learn how to import and export data in Salesforce.
- Get started with Chatter administration in Lightning Experience.
- Visualize key business metrics in real-time using Lightning Experience.
- Customize the Lightning Experience user interface without writing any code.
- Develop a strategy to transition your org to Lightning Experience and roll out the new user interface to your users.
Syllabus
- Salesforce CRM
- Get Started with Salesforce CRM
- Navigate Around
- User Management
- Add New Users
- Control What Your Users Can Access
- Data Management
- Import Data
- Export Data
- Chatter Administration for Lightning Experience
- Get Started with Chatter
- Work with Chatter Groups
- Enable Feed Tracking
- Approve Records from a Chatter Feed
- Develop a Rollout Strategy
- Reports & Dashboards for Lightning Experience
- Introduction to Reports and Dashboards in Lightning Experience
- Create Reports with the Report Builder
- Format Reports
- Visualize Your Data with the Lightning Dashboard Builder
- Extend Your Reporting Strategy with AppExchange
- Lightning Experience Customization
- Set Up Your Org
- Create and Customize Lightning Apps
- Create and Customize List Views
- Customize Record Highlights with Compact Layouts
- Customize Record Details with Page Layouts
- Create Custom Buttons and Links
- Empower Your Users with Quick Actions
- Lightning Experience Rollout
- Prepare for the Transition to Lightning Experience
- Roll Out Lightning Experience to Your Users
- Drive Lightning Experience Adoption
Tags
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