This course was created to help Salesforce Administrators, Consultants and other Technicians quickly learn the basics of Salesforce Lightning Experience with a particular emphasis on upgrading from Salesforce Classic. You will learn:
People with a strong technical background who are already familiar with Salesforce Classic, such as system administrators, developers or consultants, OR those who have experience with another CRM or ERP system and are looking to quickly develop equivalent skills on Salesforce.
This course is taught by a live instructor and is available in two class formats:
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.
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.
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.
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.
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.
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.
Self-Paced Salesforce eLearning courses cost $550 at the starting point per student. Group purchase discounts are available.
A: If you are wondering what Salesforce skills are important to learn, we've written a Salesforce Skills and Learning Guide that maps out Salesforce skills that are key to master and which of our courses teaches each skill.
Read Our Salesforce Skills and Learning Guide
A: Salesforce, a customer relationship management (CRM) platform, provides a cloud-based solution to employees and business owners who want to manage all aspects of their customer connections. This powerhouse platform allows individuals to use the cloud to handle many different business tasks, including sales, marketing, commerce, and productivity, but its complexity and feature-rich design lead many employees to seek formal online and instructor-led training, which we offer at Certstaffix Training. Taking courses can prepare you for certification exams, which can be scheduled through the Salesforce website.
A: Becoming a Salesforce administrator can be a career upgrade and financial boon for some employees. This career choice, however, can come with a significant investment of time and money for those who are paying for training out of pocket. Some individuals can spend a year and thousands of dollars taking preparation courses. Studying for a Salesforce administrator certification can be simplified by taking training courses specifically designed to cover the job’s fundamentals. Signing up for classes taught by a live instructor can increase your chances of understanding the software and the specific duties associated with becoming an administrator.
A: The difficulty of becoming a Salesforce administrator can depend on many factors, including your existing knowledge and experience and whether you want to earn a basic or advanced administrator certification. While preparation for administrator certification can require intense study and hands-on experience, most employees find the prospect of a significant pay increase after earning the credential worth it. Most beginners can expect months of study, practice, and preparation for the exam, including taking Salesforce admin classes. This effort can significantly reduce the difficulty of passing these exams; many students fail in their first attempt, so good preparation is crucial.
A: Employees who want to become a certified Salesforce developer have a number of options. While preparation for this profession can vary between individuals in terms of education, experience, and skills, obtaining an official Salesforce developer certification can position any employee on the path to stepping into this respected role. Taking training courses that teach basic and advanced aspects of a Salesforce developer role can adequately prepare individuals for the certification exam. The cost for the certification exam is $200, which is relativity low compared to similar certifications.
A: Since Salesforce can be challenging to master, it's important to choose the appropriate training method based on your preferences, needs, learning style, and budget. Traditional classes can appeal to student groups, while online courses are perfect for individuals who want a self-paced option. Supplemental resources, like tutorials, guides, and videos, can introduce students to Salesforce but rarely give individuals the expertise required to perform specialized roles like Administrator. While Salesforce may offer its own training, signing up for instructor-led classes can ensure that students learn everything that they need to know with the support of a knowledgeable teacher.
A: The amount of time that's required to learn Salesforce can depend on a number of factors, including your prior knowledge of Salesforce concepts, the particular role that you want to pursue, and the educational option that you choose. Traditional courses can last weeks or months, with more study time required for advanced credentials. But our accelerated courses take far less time. Generally, those who pursue Administrator training can expect to learn the role's fundamentals in a few weeks, unless they take an accelerated course, which can be completed in just a few days.
A: When determining which Salesforce course is best to take, novices will need to consider their professional goals, interests, and skill set. Generally speaking, those new to Salesforce should target entry-level courses and certifications. Exceptions can be made for specialized roles that don't have prerequisites. Most beginners choose to pursue a Salesforce Administrator class and certification because of the general skills that they can gain, but higher-level certifications, like Service Cloud Consultant, may also be pursued by those who want to start facing clients. Beginners can also take classes that teach new versions of Salesforce, like Lightning.
A: Since Salesforce is a leading customer relationship management (CRM) program that corporate entities and small companies use to maintain important connections, earning a Salesforce certification can be worth your time and financial investment. In addition to demonstrating your proficiency with the platform and its latest iterations, certification can increase your pay and allow you professional mobility. To get the most out of a credential, choose the right certification to pursue and keep it valid with re-certifications as needed. Relatively low-cost courses are available at Certstaffix Training, which can be completed in a few days.
A: If you want to earn a Salesforce certification, factors like the type of Salesforce role that you want to pursue, your current skill level, and the training that you choose can influence how much you'll spend. Different certification exams have different costs, and so do the courses to prepare you for them. Choosing the right training option can help you maximize the value of this investment and reduce the odds that you'll need to pay for the exam more than once.
A: Salesforce is a powerful CRM tool, and learning how to use it can take some time. Depending on your level of experience and how much time you can dedicate to learning, it could take anywhere from a few weeks to a couple of months to become proficient in Salesforce. A formal Salesforce course by Certstaffix Training is 1 to 5 days in length and can get you Salesforce skills quickly.
Once you have learned the basics, you will be able to salesforce more efficiently and effectively, saving you time in the long run. With Salesforce, you can customize your sales process, automate tasks, and keep track of your sales pipeline, making it an essential tool for sales professionals. If you are looking to improve your sales skills and efficiency, learning Salesforce is a great place to start.
A: Salesforce is a powerful CRM platform, but it can be challenging to learn if you're not familiar with CRM software. The good news is that there are plenty of resources available to help you get up to speed quickly. There are Salesforce training courses available online and in person that make it easy to learn Salesforce, as well as tons of helpful articles and videos for self-learners. With a little bit of effort, you can be up and running with Salesforce in no time.
A: Salesforce does not require coding, but it helps to have some coding knowledge. There are many Salesforce training options available to help users get up to speed. Having some coding skills can make working with Salesforce easier and more efficient. However, it is not required to use Salesforce.
A: Salesforce courses are designed to help sales and customer service professionals learn how to use the Salesforce customer relationship management (CRM) system. Courses cover topics such as creating and managing sales opportunities, tracking customer interactions, and generating reports. Salesforce Administrators can also take courses tailored for those performing administrative tasks like instance setup & configuration. Salesforce courses can be taken online or in person (for groups) with Certstaffix Training.
A: There are a number of skills that are important for Salesforce professionals. One of the most important is the ability to configure and customize Salesforce applications. This includes being able to create custom objects, fields, workflows, and validation rules. Another key skill is understanding how to use Apex code to extend the functionality of Salesforce applications. Additionally, it is important to be able to integrate Salesforce with other systems using APIs. And finally, being able to effectively use Salesforce reports and dashboards is also critical. By possessing these skills, Salesforce professionals can be sure to be in high demand.
1. The ability to configure and customize Salesforce applications. This includes being able to create custom objects, fields, workflows, and validation rules.
2. Understanding how to use Apex code to extend the functionality of Salesforce applications.
3. Being able to integrate Salesforce with other systems using APIs.
4. Being able to effectively use Salesforce reports and dashboards.
By possessing these skills, Salesforce professionals can be sure to be in high demand.
Certstaffix Training provides Salesforce classes near me or online, depending on the number of students involved. We offer online courses for individual learners, as well as in person classes at your office for corporate groups. Our trainers are highly experienced professionals with the expertise necessary to help you gain a thorough understanding of Salesforce concepts and tools. With our courses available online for individuals or in person for corporate groups, it's easy to develop your Salesforce skills. Start learning today and see how Certstaffix Training can help you reach your goals.