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Get Started with Lightning Experience

Salesforce via Trailhead

Overview

Start your journey to becoming a new Salesforce Admin with Lightning ... Experience.
  • Learn how to use customer relationship management (CRM) software to grow your business.
  • Set up users and control how they can view or edit your business data.
  • Learn how to import and export data in Salesforce.
  • Get started with Chatter administration in Lightning Experience.
  • Visualize key business metrics in real-time using Lightning Experience.
  • Customize the Lightning Experience user interface without writing any code.
  • Develop a strategy to transition your org to Lightning Experience and roll out the new user interface to your users.

Syllabus

  • Salesforce CRM
    • Get Started with Salesforce CRM
    • Navigate Around
  • User Management
    • Add New Users
    • Control What Your Users Can Access
  • Data Management
    • Import Data
    • Export Data
  • Chatter Administration for Lightning Experience
    • Get Started with Chatter
    • Work with Chatter Groups
    • Enable Feed Tracking
    • Approve Records from a Chatter Feed
    • Develop a Rollout Strategy
  • Reports & Dashboards for Lightning Experience
    • Introduction to Reports and Dashboards in Lightning Experience
    • Create Reports with the Report Builder
    • Format Reports
    • Visualize Your Data with the Lightning Dashboard Builder
    • Extend Your Reporting Strategy with AppExchange
  • Lightning Experience Customization
    • Set Up Your Org
    • Create and Customize Lightning Apps
    • Create and Customize List Views
    • Customize Record Highlights with Compact Layouts
    • Customize Record Details with Page Layouts
    • Create Custom Buttons and Links
    • Empower Your Users with Quick Actions
  • Lightning Experience Rollout
    • Prepare for the Transition to Lightning Experience
    • Roll Out Lightning Experience to Your Users
    • Drive Lightning Experience Adoption

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