Extensive and interactive, Administrative Essentials in Lightning Experience is the core training that ensures your success with Salesforce Lightning. It's a must for new administrators, and we recommend completing this course before starting a Salesforce deployment or when taking over an existing deployment.

Course Objectives

  • Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience
  • Learn how security settings created in Salesforce Classic are applied in Lightning
  • Maintain and import clean data in Lightning
  • Use Lightning features to create high-value reports and dashboards
  • Understand how workflow automation complies with Lightning
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Upcoming Schedules

Course Prerequisites

Required

  • Getting Started: Navigating Salesforce
  • Getting Started: Using the Sales Cloud
  • We also strongly recommend you complete the Get Started with Lightning Experience trail in Trailhead to get the most out of this course.

Course Outline

Getting Around the App
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  • Data Model and Navigation
  • Lightning Experience
  • Help & Training