Learn Salesforce Lightning: The Visual Guide to the Lightning UI

Refer to this invaluable how-to guide for basic training on Salesforce Lightning. Salespeople and technical users and consultants will no longer have to resort to learning the interface on their own, which is very time consuming.

Learn Salesforce Lightning is a step-by-step visual guide that offers immediate and valuable solutions to the new set of UI tools included in Lightning. With chapters broken down into easily absorbed topics, you walk through the entire process of managing your daily activities within Salesforce, as well as basic customizations and system management. The book explains the primary use cases for Lighting, and simplifies some of the more complex features, such as opportunity stage management and the new dashboard builder. Topics covered include:

• Sales and service management
• Lightning Apps on the AppExchange
• Lightning dashboards and reports
• Lightning security
• Lightning Process Builder and more

What You’ll Learn

• Navigate the Salesforce Lightning interface
• Know where to go in the setup area to make customizations
• Create dynamic reports and dashboards
• View Lightning on a mobile device
• Train other users on common day-to-day activities within Lightning

Who This Book Is for

Salespeople, managers, and executives who are currently evaluating Salesforce.com, who recently purchased a license with Salesforce.com, or recently upgraded to the Lightning user interface. This book is also for Salesforce administrators, consultants, project managers, and technical users looking for basic training on Salesforce Lightning.

Table of Contents

Chapter 1: Introducing Salesforce Lightning
Chapter 2: Sales Cloud Lightning
Chapter 3: Salesforce Service Cloud
Chapter 4: Lightning Apps
Chapter 5: Lightning Reports and  Dashboards
Chapter 6: Collaborating
Chapter 7: Lightning Process Builder
Chapter 8: Data Management
Chapter 9: Security Overview