Salesforce Lightning Experience Course

This course is taught by a live instructor and is available in two class formats:

1. Live Online for Individuals
2. Onsite/Online for Private Groups

Salesforce Lightning offers many unique features and enhancements that are not available in the Classic version. Some of these features include improved data sorting, faster loading of pages, an intuitive UI design, and more. Salesforce Lightning has a new set of components that enable users to quickly create apps without having to write code. With the new drag-and-drop functionality, users can easily customize their pages with the latest components. Furthermore, Salesforce Lightning offers a rich set of features for mobile devices, making it easier to access data on the go. The new lightning process designer also provides an easy way to create and manage processes or flows that help automate tasks. Overall, Salesforce Lightning's enhanced features and functionality make it a powerful choice for managing data.

The Salesforce Lightning Experience is a new user interface designed to help businesses work faster and more efficiently. It offers an intuitive navigation system, a streamlined page layout, and modern features such as drag-and-drop functionality, dynamic content loading, and embedded analytics.

The Lightning Experience Navigation menu offers easy access to all of your Salesforce data and objects, such as Leads and Accounts. Additionally, the Lightning Experience Home page brings all of your important items together in one place so you can quickly access them when needed.

The new Salesforce Lightning Experience also includes several popular features to help make your work even more efficient. These include Einstein Analytics, an AI-powered analytics platform, and Lightning Flow, a tool for automating business processes. In addition, a variety of new features have been added to the platform such as App Builder, which makes it easier to customize your user experience.

With its enhanced navigation system and modern features, Salesforce Lightning Experience is revolutionizing how businesses interact with their data. By providing a more efficient workflow, businesses can now work smarter and faster without compromising on quality. With the help of Salesforce Lightning Experience, organizations can get the most out of their platform and become even more successful.

The upgrade from Salesforce Classic to Lightning Experience is a multi-step process. It requires careful planning, testing, and execution to ensure a smooth transition for your users.

Step 1: Assess Your Current System and Develop An Action Plan

The first step is to assess your current system and develop an action plan. This should include an analysis of user experience, data model, existing customizations, and third-party integrations. This will help you determine which features need to be migrated and the best way to do it.

Step 2: Migrate Your Data

The next step is to migrate your data from Salesforce Classic to Lightning Experience. This is done using tools such as the Lightning Migration Assistant and involves extracting, transforming, and loading data into the new system. It is important to test the data integrity and accuracy throughout this process.

Step 3: Review Design Elements

The third step is to review your design elements and make sure they are compatible with Lightning Experience. This includes custom objects, buttons, fields, page layouts, and other elements that may need to be adjusted to work properly in the new system.

Step 4: Customize Your Lightning Experience

The fourth step is to customize your Lightning Experience by enabling features such as Lightning Components, App Builder, and Process Builder. This will allow you to create a unique user experience tailored to the specific needs of your organization.

Step 5: Testing

Finally, you should perform a thorough testing process to check for any errors or issues before rolling out the new system. This can be done using the Lightning Experience Readiness Check or a combination of manual and automated testing. Once everything has been tested and verified, you can proceed with the launch of Lightning Experience for your users.

Following these steps will ensure a successful upgrade from Salesforce Classic to Lightning Experience for your business. With careful planning and execution, you can make sure that the transition is smooth and efficient.

Salesforce Lightning App Builder is an intuitive drag-and-drop application builder for creating business applications. It enables users to easily create powerful custom apps, dashboards, and user interfaces in a short amount of time. The visual design tools available in the App Builder make it easy to build visually appealing components with minimal effort. The App Builder also includes a library of components and features such as buttons, images, labels, and more that can be used to quickly create interactive applications.

With the App Builder, you can also customize existing application templates to your own specific business needs. Salesforce Lightning App Builder allows users to easily integrate with other Salesforce products such as Sales Cloud and Service Cloud for a more comprehensive, integrated application experience. With Salesforce Lightning App Builder, businesses can quickly create powerful custom applications and experiences to transform their digital transformation goals.

Salesforce Lightning standard components are pre-built components included in the Salesforce platform that make it easier for developers to create customized user interfaces. These components include a wide range of features such as customizable data tables, forms and buttons, charts, calendars, and more. With these components, developers can easily create intuitive and engaging user experiences that fit the requirements of their business.

Salesforce Lightning standard components are designed to be extensible and scalable; they can be used to create complex interactions and build powerful applications quickly and easily. With such a robust set of features, Salesforce Lightning standard components have become an essential part of the modern Salesforce development workflow.

Salesforce Lightning pages and buttons are user-friendly, intuitive ways to customize a Salesforce app. They give users the ability to quickly and easily build custom pages with drag-and-drop components and navigation links. With buttons, users can create actions that trigger automated tasks or processes within their Salesforce app environment. These tools enable users to customize their Salesforce experience, resulting in improved efficiency and productivity. Lightning pages and buttons also work seamlessly with other components of the Salesforce platform to provide a comprehensive user experience.

By utilizing these tools, businesses can streamline processes and make their customer service more efficient. Companies can reduce the time needed to create custom applications while still having full control over the look and feel of their app. With Salesforce Lightning pages and buttons, businesses can create an engaging, intuitive user experience that is both efficient and cost-effective.

Salesforce Lightning actions are a powerful tool for streamlining workflows and tasks. With Lightning actions, users can easily create activities directly from the record page. This means less time spent navigating menus to complete important tasks, as they're all available in one place. Plus, with actions organized into categories based on their function, it's easy to locate the right action for the job. Lightning actions provide users with a more efficient way to work, helping them quickly and easily complete their tasks. With this powerful tool, organizations can maximize efficiency and put more focus on providing customer service that exceeds expectations.

Salesforce Lightning process builder is a declarative, point-and-click workflow tool that allows users to automate business processes such as updating records, creating tasks, sending notifications, and more. It makes it easy to create powerful, automated process flows with minimal code by simply dragging and dropping elements on the canvas. The process builder can be used to create automated processes within Salesforce or to connect related processes across different systems and applications.

With the process builder, users can automate complex business logic without the need for any programming skills. Its intuitive interface makes it easy for anyone to create an efficient workflow with minimal effort. The Lightning Process Builder is a powerful tool for streamlined automation that can help businesses save time and increase efficiency. With it, users can quickly create powerful process flows that automate their business processes and save them valuable time. It is a great tool for businesses that want to optimize their workflows without the need for complex programming skills.

Salesforce Lightning mobile design techniques are a set of tools and strategies used to create an effective mobile experience that meets the needs of modern users. These techniques enable developers and designers to build applications that are tailored for mobile devices, optimizing user engagement, usability, and functionality. By leveraging these design principles, organizations can be assured that their mobile solutions will be intuitive, secure, and able to meet the demands of the ever-evolving mobile landscape.

Salesforce Lightning mobile design techniques include the following:

• Responsive Design: Responsive design enables developers to create applications that can seamlessly adapt to different devices and screen sizes, providing a consistent user experience across all platforms.

• Mobile-friendly Interface Elements: By optimizing interface elements such as buttons and forms for the mobile device, users will be able to easily navigate and interact with the application.

• Accelerated Mobile Pages: AMP pages are designed to provide a faster loading experience on mobile devices by limiting scripts and other elements that can slow down page performance.

• Touch Gestures: The use of touch gestures such as swiping and tapping can improve the user experience by improving navigational flow and responsiveness.

• Optimized Navigation: Optimizing navigation can help ensure users can access the information they need in the most efficient way possible, eliminating the frustration and ensuring a positive user experience.

By incorporating these techniques into their mobile solutions, organizations will be able to create an engaging and intuitive user experience that meets the requirements of today’s mobile-first world. With Salesforce Lightning, organizations can create a powerful mobile platform that empowers users to access data, services, and insights quickly and securely.

Salesforce Lightning reports and dashboards are powerful tools that allow users to collect, analyze, and visualize data from their Salesforce org. They provide a comprehensive view of the performance of an organization by promoting visibility into key metrics such as customer engagement, financials, sales trends, service delivery history, and more. Reports and dashboards help users uncover actionable insights to drive better decisions and provide an opportunity for users to accurately measure the impact of their initiatives. They are highly customizable, allowing users to drill down into data points to gain more clarity on trends. With Lightning reports and dashboards, Salesforce provides users with invaluable tools that reveal the story behind their organization’s data.

Public instructor-led Salesforce course prices start at $510 per student. Group training discounts are available.

Self-Paced Salesforce eLearning courses cost $650 at the starting point per student. Group purchase discounts are available.

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Read Our Salesforce Skills and Learning Guide

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What are the top Salesforce skills?

1. The ability to configure and customize Salesforce applications. This includes being able to create custom objects, fields, workflows, and validation rules.

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3. Being able to integrate Salesforce with other systems using APIs.

4. Being able to effectively use Salesforce reports and dashboards.

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