Learn Salesforce Lightning: The Visual Guide to the Lightning UI

✍ Scribed by Felicia Duarte,Rachelle Hoffman (auth.)

• Publisher: Apress
• Year: 2018
• Tongue: English
• Leaves: 383
• Edition: 1
• Category: Library

✦ Synopsis

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

Front Matter ....Pages i-xvii
Introducing Salesforce Lightning (Felicia Duarte, Rachelle Hoffman)....Pages 1-51
Sales Cloud Lightning (Felicia Duarte, Rachelle Hoffman)....Pages 53-101
Salesforce Service Cloud (Felicia Duarte, Rachelle Hoffman)....Pages 103-147
Lightning Apps (Felicia Duarte, Rachelle Hoffman)....Pages 149-168
Lightning Reports and Dashboards (Felicia Duarte, Rachelle Hoffman)....Pages 169-232
Collaborating (Felicia Duarte, Rachelle Hoffman)....Pages 233-277
Lightning Process Builder (Felicia Duarte, Rachelle Hoffman)....Pages 279-294
Data Management (Felicia Duarte, Rachelle Hoffman)....Pages 295-341
Security Overview (Felicia Duarte, Rachelle Hoffman)....Pages 343-366
Back Matter ....Pages 367-373

✦ Subjects

Computer Applications