Salesforce Lightning Training for New Users

Create your own Salesforce org, sign up, verify, and set a password, then explore the Lightning Experience with the app launcher, sales app, and setup via Quick Find.

Explore Salesforce terminology by mapping records to rows, fields to data points, objects to tables, and organization (arc) and apps to data structures.

Discover the lightning navigation and interface in Salesforce, with a customizable home page, app launcher, and tabs for leads and accounts; learn to view, edit, and save records.

Switch Salesforce lightning display density between comfy and compact using the profile button. The compact view places labels on the left with tighter spacing for quicker field access.

Navigate Salesforce via the navigation bar tabs to access objects like accounts, leads, and contacts; rearrange tabs, use favorites for quick access, and create records without leaving the page.

Learn how to personalize Salesforce across global offices by using the profile settings to change the language and time zone, with administrator-supported languages and immediate user interface updates after saving.

Explore how list views organize opportunities in Salesforce Lightning, transition from Salesforce Classic, create and edit list views, apply filters, customize fields, and share views with users.

Switch to the Kanban view to organize records into columns, drag and drop cards to update stages, and update opportunities all at once without opening each record.

Explore the account object in Salesforce, learn to create and manage customer records, and organize data with fields like account name, owner, industry, and address, including parent accounts for hierarchies.

Master how to create and manage contacts in Salesforce, linking each contact to an account, and filling fields like name, email, title, department, and phone from the account page.

Explore the Salesforce opportunity object, including fields like amount, close date, stage, probability, type, and lead source, plus how to create, edit, and track won, lost, and closed deals.

Add opportunity products to an opportunity using price books and a product catalog, set quantities and prices, and have Salesforce automatically update the total amount for forecasting and pipeline management.

Track customer issues with the case object in Salesforce and capture accounts, contacts, origin, status, priority, subject, type, and case history.

Learn to create and manage quotes in Salesforce, generate pdf quotations from opportunities, designate a primary quote, and share or download electronic records for customers.

Explore how accounts connect to multiple contacts, opportunities, and cases within Salesforce. See how opportunities contain multiple products and track product name, value, and quantity.

Leads represent prospects to be qualified for buying; use the convert button to create an account, contact, and opportunity. Track lead source, status, rating, and campaigns to optimize conversions.

Explore how Salesforce security uses sharing model and a reporting hierarchy to control who can view, edit, or delete records, from the CEO to reps, with data private by default.

Explore how Salesforce chatter enables secure internal collaboration, allowing users to follow people, groups, and documents, share files and updates, and engage through posts, likes, comments, and notifications.

Send emails from Salesforce to record communications, view an activity timeline on your opportunity, and store attachments in Salesforce for a central repository of customer engagement.

Explore activity management in Salesforce, including tasks, calls, events, and emails, with task creation, assignment, due dates, recurrence, and progress tracking on accounts and opportunities.

Master Salesforce notes for quick, auto-saved organization with rich formatting and record linking. Discover opportunity teams, global actions, Einstein search enhancements, and dynamic pages to prioritize key fields.

Learn how Salesforce automation reduces repetitive tasks through validation rules, email alerts, and smart field updates that enforce data integrity and standardize opportunity names.

Explore the lightning report builder's fast, intuitive interface, switch between summary and matrix reports, add filters, export, and create dashboard charts to visualize data, faster than classic reports.

Create a simple tabular report in Salesforce Lightning by selecting the lead object, filtering lead source to web leads, arranging fields with drag and drop, and saving to private reports.

Turn a tabular Salesforce report into a dynamic summary report by grouping by fields such as stage, account, or date, then add subtotals and charts for forecasting.

Learn to build summary formulas in Salesforce reports, weighting the amount by probability percentage, using if logic, and applying results to grouped reports with subtotal rows and grand totals.

Create a matrix report for opportunities by account and close date, filter current and prior fiscal year closed opportunities, summarize by fiscal quarter with close date as a column.

Create and customize Salesforce dashboards from summary or metrics reports to visualize opportunities data, track progress, and compare performance with bar, line, pie, and meter charts.

Explore the new Salesforce mobile app interface, navigate the app launcher and menu, edit accounts and opportunities, manage related lists, create tasks and posts, and view reports.

Discover how a Salesforce admin collaborates with end users as a trusted advisor, customizing and automating processes, guiding feature adoption, and delivering training programs to boost productivity.

Learn how to work with your Salesforce admin by using established request channels, reporting bugs with steps and outcomes, and submitting feature requests to influence the roadmap.