TPSLX101
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
Duration
1 day
Prerequisites
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
