Salesforce End User Training Overview
This Salesforce® End User (Lightning) training course teaches new users (and current users wanting to better leverage its full power) how to use the Salesforce platform effectively.
Location and Pricing
This course is taught as a private, live online class for teams of 3 or more. All our courses are hands-on, instructor-led, and tailored to fit your group’s goals and needs. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for online corporate training, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Complete the login process
- Use Salesforce® nomenclature – Apps, Objects, Records
- Configure Personal Settings
- Navigate in Lightning
- Use the sharing model
- Use Standard Objects
- Use Custom Objects, Field types, Custom fields
- Create List Views
- Create, edit, and delete records
- Use Tasks
- Use Events
- Create email templates
- Email from record pages and List Views
- Create Reports and Dashboards
- Use Help and Training
- Use the AppExchange
- Find other Learning resources
Prerequisites
No prior experience is presumed.
Outline
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Introduction
Logging in
- Username and passwords
- Password policies
Navigating in Salesforce
- App Launcher
- Search
- Tabs
- Favorites
- Global Actions
- Notifications
- Viewing Records
Personal Settings
- User Info
- Customizing pages
- Email Settings
- Activity Reminders
- Adding Navigation Tabs
Sharing Model
- Profiles
- OWD
- Roles
- Sharing Rules
Objects
- The main standard objects
- Custom objects
- Records
- Fields
Field Customization
- Custom Fields
- Formula Fields
- Required Fields
List Views
- Standard List Views
- Custom List Views
- Tagging a List View as a Favorite
Using Records
- Create, view, edit, delete
- Undelete Records
Sending Email from Salesforce
- Email Integration
- Email Templates
Reports and Dashboards
- Creating Reports
- Creating Dashboards
Other Tools
- Help and Training
- AppExchange
- Salesforce Community
- Trailhead
- User Groups
Conclusion
Training Materials
All Salesforce training students will receive comprehensive courseware.
Software Requirements
Salesforce is web-based and attendees only need an Internet connection and modern web browser for training. Salesforce recommends Chrome.
