Salesforce Lightning Experience for Sales Reps Training

Welcome to the Lightning Experience, the latest user experience from Salesforce. Influenced by the growing popularity of mobile, Lightning takes a sales-centric mindset and provides the user with an intuitive, intelligent interface from the mobile experience bringing it to the desktop. This class is delivered by a live instructor and is specifically designed to teach sales people the basics of Salesforce Lightning.
Course Details


1 day


No prior knowledge is presumed.

Target Audience

  • Sales people with little or no experience with Salesforce
  • Those who've used Salesforce Classic for years and want to now learn the basics of the Lightning experience

Skills Gained

  • Manage leads, accounts, contacts and opportunities in the Lightning experience
  • Activity management
  • Utilize Lightning's flexible, interactive tools to visualize data, run reports and build a plan to win
  • Leverage tools and understand how they seamlessly translate to the Salesforce Mobile App
Course Outline
  • 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