Introduction to Salesforce for Sales - Lightning

Begins: 11/20/2017  at  9:00 am Eastern Time (US)
Ends: 11/20/2017  at  2:00 pm Eastern Time (US)
Instructor: Charlie Sharp
Location: Virtual
Price: $300
Class Code: SPSA-101L

Overview

Welcome to the Lightning Experience, the latest user experience from Salesforce. Influenced by the growing popularity of mobile, Lightning takes a sales-centric mindset and provides the user with an intuitive, intelligent interface from the mobile experience bringing it to the desktop.


This online class is delivered by a live instructor and is specifically designed to teach sales people the basics of Salesforce Lightning. The instructor will focus on the key pages in Lightning optimized for sales use. The focus will be on the features of Lightning that help sales reps focus on the right deals and the right activities. 

A student in this class will learn the basics of managing leads, accounts, contacts and opportunities in the Lightning experience. In addition, the instructor will show students the basics of activity management and how to utilize Lightning's flexible, interactive tools to visualize data and build a plan to win. Finally, the student will learn how to leverage these tools and understand how they seamlessly translate to the Salesforce1 (Mobile) platform.

Each student will be given a practice learning environment to participate in hands-on exercises during the class. The student will be able to use that learning environment indefinitely after the class without any additional fee.

Who Should Attend?

Sales people with little or no experience with Salesforce or those who've used Salesforce Classic for years and want to now learn the basics of the Lightning experience.

Agenda

  • Introductions / Login to Lightning Training Org
  • Overview of Salesforce Lightning for Sales
  • Working with Leads
  • Working with Accounts
  • Working with Contacts
  • Working with Opportunities
  • Working with Activities
  • A Plan to Win
  • Salesforce1 (Mobile)
  • Question & Answer

Delivery Format

Virtual – 5 Hours

Pricing Details

$300 / student

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Additional Class Sessions

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11/20/2017
11/20/2017Charlie SharpVirtual
12/20/2017
12/20/2017Charlie SharpVirtual