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Salesforce Lightning: Learn about Salesforce Lightning

Name: Salesforce Lightning: Learn about Salesforce Lightning
Rating: 4.6 (1470 reviews)

Learn Salesforce Lightning: Step by Step Guide to Lightning UI. Learn to build a custom App in Salesforce Lightning UI

Highest Rated

Created byDeepika Khanna

Last updated 9/2025

English

English [Auto],Japanese [Auto],

What you'll learn

Navigate the Salesforce Lightning interface
Learn about Salesforce Lightning UI features
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

Course content

7 sections • 43 lectures • 5h 17m total length

How do I switch from salesforce classic to lightning?8:44
Switch from the classic Salesforce UI to lightning, learn why it benefits mobile and desktop workflows, and set up a developer account to toggle between experiences.
Connect with me On LinkedIn0:34
Subscribe to my YouTube Channel0:48
Post a review on the Course0:38
Post a review to help other students learn about this course and motivate the instructor to produce great content.
Salesforce Lightning UI overview14:07
Explore the Salesforce lightning UI basics, including objects, tabs, and applications, and learn how the schema builder and profiles govern data visibility.
Quiz 1: Lightning UI overview

Salesforce Lightning customize home page10:34
Learn to customize the Salesforce Lightning home page using the app builder. Move components like quarterly performance, assistant information, tasks, and recent records, then save and activate for specific profiles.
Assignment :Customizing Home page0:02
How to customize Home page in Lightning?2:55
Salesforce lightning kanban listview: Opportunity Kanban view4:41
Salesforce lightning customize record page: Build a Custom Record Page16:30
Assignment 2 : Customizing the Record Page for Account object0:02
Salesforce lightning customize app page: Build an App Home Lightning Page11:50
Customize a Salesforce lightning app page to build top customers, adding a chatter publisher, a top platinum and gold accounts list, and a recent items panel.

Saleforce Lightning App overview: Overview of Technology Center Development App6:04
Explore Salesforce Lightning by building the Technology Center Development app to track construction progress with custom objects—technology center, resource, and equipment—while learning Lightning UI, fields, relationships, and data import.
Create our first custom object : Technology Center Object for our app6:38
Create our first Lightning App: Technology Center development App5:20
learn to create the technology center development lightning app in Salesforce, configure standard navigation, add technology center, reports, and dashboards, and grant system administrator access.
Create custom fields in Lightning UI: Add fields to Technology Center Object10:50
Capture Project Status for Technology Center5:40
Create and customize the Technology Center object in Salesforce Lightning by adding a phone field and a project status picklist, then track start and end dates to monitor project progress.
Add Start Date and End Date to Technology center Object3:22
Salesforce Lightning UI: how to create a custom object in salesforce lightning?13:49
Learn to create a Salesforce Lightning custom object called resource to track employee types, with fields resource name, quantity, and utilization, and link resources to technology centers.
Overview Of Relationships In Salesforce12:41
Quiz 2: Relationships
Create a Master Detail Relationship between Technology Center and Resources6:30
How to add a new custom object in Salesforce Lightning?6:10
Adding fields to the Equipment object6:08
Formula field in salesforce lightning Experience5:54
How to edit page layout in salesforce lightning?8:54
Validation Rules in Salesforce13:21
Discover how validation rules enforce data quality in Salesforce by requiring end date when project status is complete, with a practical technology center example.
Validation Rules with Example: Create Validation Rules7:27
learn to create a validation rule on the resource object that enforces structural engineers have utilization greater than 100%, with setup steps and testing in lightning ui.

Lightning process builder salesforce: Create a business process4:46
Create a Process using Lightning Process Builder13:24
Validation rule and process builder working together11:51
Learn how Salesforce Lightning integrates validation rules with process builder to automatically set end date when equipment setup completes, ensuring end date is not null.
Create roll up summary field in salesforce12:17
In this tutorial, we will create a Roll Up summary field to count the total Number of Resources needed per technology Center.
Quiz

Data import wizard salesforce : how to import data into salesforce from excel ?5:54
In this tutorial, we will learn about Data Import Wizard and Data Loader. We will also learn about the deciding factors which will decide which tool to use for importing records.
Using Data Import Wizard: Importing data into Technology Center10:15
In this tutorial,we will use Data import wizard to import records into Technology Center.
Using Data Import Wizard: Importing Data into Equipment object8:47
In this tutorial, we will use Data Import Wizard to import records in Equipment Object.
Data Import Wizard in Salesforce : Importing data into Resources object7:34
In this tutorial, we will use Data Import Wizard to import records into Resource object.
Quiz : Data Loader and Data Import
Create custom list views in salesforce lightning : add fields to list view4:24
Add utility bar to lightning app: utility bar items salesforce10:29
In this tutorial, we will learn about Utility Bar. We will also add a Utility bar to our Technology Center Development App.

Reports and dashboards in lightning experience7:33
In this tutorial, we will talk about the Reports and Dashboard. We will learn about different Report formats like Tabular, Summary,Matrix and Joined Reports. We will also talk about the difference between the Report Builder in lightning and Classic.
Summary Report: Equipment Cost Per Technology Center7:07
Salesforce report filter multiple values6:03
Summary Report: Resource per technology center4:47
Create a Salesforce report that shows the type and quantity of resources per technology center by grouping resources, filtering out grand totals, and saving the report for ongoing resource planning.
Salesforce bucket field report2:10
Bucket a field in a Salesforce Lightning report to classify quantities as expensive or not expensive using a five-item threshold, then hide the quantity column and apply changes.

Requirements

Computer and Internet connection.
Zeal to learn Salesforce Lightning UI interface
No programming experience needed to take this course

Description

Master Salesforce Lightning with Hands-On Training and Build Confidence in the New UI

Salesforce Lightning is more than just a refreshed interface — it’s a complete reimagining of how users interact with the world’s #1 CRM. For sales professionals, consultants, administrators, and technical users, Lightning represents both an opportunity and a challenge.

The opportunity: Lightning brings powerful new tools, dashboards, and productivity features that can supercharge your effectiveness.
The challenge: Learning Lightning without guidance can be overwhelming and time-consuming.

That’s where this course comes in. Salesforce Lightning: Learn about Salesforce Lightning is a step-by-step video training program designed to help you unlock the full potential of the Lightning platform. Instead of struggling on your own, you’ll gain the knowledge and confidence to use Lightning effectively in your daily work.

Why Take This Course?

If you are moving from Salesforce Classic to Lightning or are completely new to Salesforce, this course provides clear, practical guidance on how to navigate, customize, and maximize the Lightning experience.

You’ll learn by building a custom Salesforce Application using the Lightning UI. This hands-on approach ensures that you not only understand the features but can also apply them immediately in real-world scenarios.

What You’ll Learn

Sales and Service Management in Lightning
Building and customizing Lightning Apps
Creating and analyzing Lightning dashboards and reports
Managing security within Lightning
Automating processes with Lightning Process Builder
Using the Data Import Wizard effectively
Hands-on point-and-click application development
Opportunity stage management and other advanced features

By the end of the course, you will be confident in working with Salesforce Lightning and equipped with the tools to improve productivity, efficiency, and user adoption.

Who This Course Is For

Sales professionals who want to manage opportunities, accounts, and pipelines more effectively
Consultants and administrators tasked with implementing Salesforce Lightning for clients or organizations
Technical users who want to explore Lightning’s new app-building and customization capabilities
Anyone transitioning from Salesforce Classic to Lightning and looking for structured, hands-on training

Why Learn From This Course?

This course isn’t about theory or endless slides. It’s about real practice, real apps, and real results. You’ll build a working Salesforce app alongside me, gaining the confidence to apply these skills to your own organization or career.

With Salesforce Lightning skills, you’ll position yourself as an indispensable resource in a market where businesses are rapidly moving away from Classic.

Take Control of Your Salesforce Journey

Salesforce Lightning is the future of the platform. The sooner you master it, the sooner you can harness its power to grow your career or your business.

Enroll today in Salesforce Lightning: Learn about Salesforce Lightning and start building the skills that will set you apart.

Who this course is for:

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

Salesforce Lightning: Learn about Salesforce Lightning

What you'll learn

Explore related topics

Course content

Introduction to Salesforce lightning5 lectures • 25min

Customizing Home Page, App Page and Record Page in Salesforce Lightning7 lectures • 47min

Create a Lightning App15 lectures • 1hr 59min

Lightning Process Builder4 lectures • 42min

Data import Wizard and Data Loader6 lectures • 47min

Upgrade Classic App to Lightning1 lecture • 10min

Reports and Dashboards5 lectures • 28min

Requirements

Description

Who this course is for: