Salesforce Lightning Training

• Professional Experience: Learners should have at least 1 year of experience in sales, marketing, or customer service to effectively apply the skills and strategies taught in this training. 

• Educational Background: While no specific educational qualifications are required, familiarity with CRM tools or marketing concepts is highly recommended. 

• Language Proficiency: A good command of English is required, as all course content, discussions, and assessments are conducted in English. 

• CRM Mastery: Gain in-depth knowledge of Salesforce Lightning features and functionalities. 

• Workflow Optimisation: Learn to streamline workflows and improve team efficiency. 

• Data-Driven Insights: Master the use of Salesforce’s reporting tools to analyse customer behaviour and business performance. 

• Sales and Marketing Alignment: Develop the ability to integrate sales and marketing strategies for cohesive execution. 

• Automation Expertise: Learn to implement marketing and sales automation to save time and enhance results. 

• Customised Strategies: Tailor CRM strategies to the unique context of your organisation for maximum impact. 

• Customer-Centric Approach: Improve customer engagement and satisfaction through effective relationship management. 

• Professional Certification: Achieve a certificate that validates your expertise in Salesforce Lightning and enhances your professional credentials. 

The Salesforce Lightning Training is designed for professionals looking to maximise the potential of their CRM systems, including:

• Sales Professionals

• Marketing Professionals

• Customer Service Managers

• Business Analysts

• CRM Administrators

• Team Leaders

• Business Owners

Module 1: Navigating Salesforce

• Using Search

• Personal Settings

• Help Portal

• AppExchange

• Salesforce Trailblazer Community

• Salesforce Tabs

• Customise the Home Page
   

Module 2: Managing Leads

• Searching for Leads

• Pulling Lists of Leads

• Creating New Leads

• Updating Existing Leads

• Merging Duplicate Leads

• Logging Tasks and Calls Against Leads

• Converting and Reassigning Leads
   

Module 3: Working with Contacts and Accounts

• Relationships Between Contacts and Accounts

• Searching for Contacts and Accounts

• Pulling Lists of Contacts and Accounts

• Creating New Contacts and Accounts

• Updating Existing Contacts and Accounts

• Merging Duplicate Contacts and Accounts

• Create New Task and Log a Call

• Reassigning Accounts
   

Module 4: Tracking Opportunities

• Opportunities, and How They are Different from Leads, Contacts, and Accounts

• Searching for Opportunities

• Pulling Lists of Opportunities by Stage, Amount, Close Date, and Owner

• Creating New Opportunities

• Adding Products to Opportunities

• Working with Opportunity Teams

• Updating Existing Opportunities

• Logging Tasks and Calls Against Opportunities

• Reassigning Opportunities
   

Module 5: Managing Campaigns

• Introduction to Campaigns

• Searching for Campaigns

• Pulling Lists of Campaigns

• Updating Existing Campaigns

• Creating New Campaigns

• Adding Campaign Members

• Tracking Campaign Member Status

• Set Up Campaign Hierarchies

• Salesforce Tasks

• How to Manually Log Calls in Salesforce?
   

Module 6: Working with Cases

• What are Cases?

• Searching for Cases

• Pulling Lists of Cases

• Creating New Cases

• Updating Existing Cases

• Case Feed 'Log a Call' Options

• Reassigning Cases
   

Module 7: Collaborating with Chatter

• Introduction to Chatter

• Chatter Vs Email

• Chat Session Records

• Chatter Groups and Notifications

• Update Email Notifications in Chatter

• Enabling Collaboration in a Report
   

Module 8: Reports and Dashboards

• Difference Between a Report and Dashboard

• Difference Between a List View and a Report

• Who Sees What Data?

• Who can Access My Reports?

• How to Find and Use Existing Reports and Dashboards?

• How to Modify Existing Reports and Dashboards?

• Understanding Report Types

• How to Create New Reports?

• Excel Add-Ins