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Corporate Salesforce Lightning Training Course
Edstellar’s Salesforce Lightning instructor-led training course equips teams with essential skills to effectively manage customer relationships and leverage the power of Lightning for dynamic user interfaces. Professionals will learn component-based development, UI customization, and managing leads, contacts, accounts, and campaigns.
(Virtual / On-site / Off-site)
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Drive Team Excellence with Salesforce Lightning Corporate Training
Empower your teams with expert-led on-site/in-house or virtual/online Salesforce Lightning Training through Edstellar, a premier Salesforce Lightning training company for organizations globally. Our customized training program equips your employees with the skills, knowledge, and cutting-edge tools needed for success. Designed to meet your specific training needs, this Salesforce Lightning group training program ensures your team is primed to drive your business goals. Transform your workforce into a beacon of productivity and efficiency.
Salesforce Lightning is a modern, component-based framework designed for building dynamic and responsive user interfaces within the Salesforce ecosystem, enabling developers to create highly customizable and efficient applications. It's essential for organizations seeking streamlined user experiences, improved productivity, and enhanced customer relationship management through intuitive interfaces and seamless integration with Salesforce data and services. Training in Salesforce Lightning provides professionals with the skills necessary to leverage its powerful capabilities for designing, customizing, and optimizing user interfaces, ultimately driving organizational success in Salesforce application development and user engagement.
Edstellar's virtual/onsite Salesforce Lightning training course provides customization and integrates cutting-edge methodologies. Our trainers are renowned for their expertise in the Salesforce Lightning instructor-led training course and have vast experience guiding teams through the complexities of CRM implementation, automation, and data-driven decision-making.
Key Skills Employees Gain from Salesforce Lightning Training
Salesforce Lightning skills corporate training will enable teams to effectively apply their learnings at work.
- Implement Lightning Components
- Develop Lightning Apps
- Utilize Lightning Design System
- Apply Lightning Events
- Integrate With Apex
- Customize Lightning Experience
Key Learning Outcomes of Salesforce Lightning Training Workshop
Edstellar’s Salesforce Lightning group training will not only help your teams to acquire fundamental skills but also attain invaluable learning outcomes, enhancing their proficiency and enabling application of knowledge in a professional environment. By completing our Salesforce Lightning workshop, teams will to master essential Salesforce Lightning and also focus on introducing key concepts and principles related to Salesforce Lightning at work.
Employees who complete Salesforce Lightning training will be able to:
- Apply advanced search techniques to find leads, contacts, accounts, and opportunities efficiently
- Analyze the lead data and use the lead scoring system to prioritize the nurturing of leads
- Evaluate the sales pipeline by filtering and analyzing opportunities at different stages
- Manage campaign performance by tracking member engagement and response within campaigns
- Investigate and resolve case management issues with the help of case history and activity logs
- Collaborate with teams using Chatter functionalities like groups, posts, and file sharing
- Interpret data trends and insights from reports and dashboards to make data-driven decisions
Key Benefits of the Salesforce Lightning Group Training
Attending our Salesforce Lightning classes tailored for corporations offers numerous advantages. Through our Salesforce Lightning group training classes, participants will gain confidence and comprehensive insights, enhance their skills, and gain a deeper understanding of Salesforce Lightning.
- Cultivates ideas in professionals for personalizing the Salesforce interface to enhance their productivity
- Provides insights into managing customer interactions and automating tasks throughout the sales process
- Empowers professionals with the skills to manage cases efficiently, track history and trends, and improve customer service
- Provides professionals with the skills needed to navigate Salesforce interfaces, find and manage leads, and automate lead nurturing
- Develops the required skills in professionals to collaborate with colleagues using Chatter functionalities and streamline communication
- Develops required skills in professionals to leverage the Salesforce AppExchange to extend functionality and integrate with third-party apps
- Equips the team with the techniques for searching and analyzing data effectively using reports and dashboards, for data-driven decision making
Topics and Outline of Salesforce Lightning Training
Our virtual and on-premise Salesforce Lightning training curriculum is divided into multiple modules designed by industry experts. This Salesforce Lightning training for organizations provides an interactive learning experience focused on the dynamic demands of the field, making it relevant and practical.
- Using search
- Advanced search techniques in Salesforce
- Filtering search results for efficiency
- Using global search for cross-object queries
- Personal settings
- Customizing the Salesforce interface for personal use
- Setting up email templates and signatures
- Managing login security and two-factor authentication
- Personalizing display and layout options
- Integrating with personal calendars and contacts
- Help portal
- Accessing Salesforce documentation and user guides
- Utilizing the help portal for troubleshooting issues
- How to submit support cases via the help portal
- AppExchange
- Exploring and selecting apps from Salesforce AppExchange
- Understanding app ratings and reviews
- Managing app installations and updates
- Integrating third-party apps with Salesforce
- AppExchange security and compliance considerations
- Salesforce trailblazer community
- Engaging with the Trailblazer community for support and networking
- Participating in discussions and Q&A
- Accessing community-contributed resources and best practices
- Finding Trailblazer events and meetups
- Salesforce tabs
- Customizing tabs for optimized navigation
- Creating custom object tabs
- Managing tab visibility and permissions
- Customize the home page
- Personalizing the Salesforce Home page layout
- Adding and configuring Home page components
- Searching for leads
- Advanced filtering options in lead search
- Utilizing global search for leads
- Saving and sharing lead search views
- Pulling lists of leads
- Creating custom lead list views
- Utilizing reports for detailed lead analysis
- Sharing lead lists within teams
- Best practices for managing lead lists
- Using filters to refine lead lists
- Creating new leads
- Steps to create a new lead in Salesforce
- Importing leads from external sources
- Using web-to-lead forms to capture new leads automatically
- Setting up lead assignment rules
- Updating existing leads
- Bulk editing leads for efficient management
- Tracking changes and history of lead records
- Using workflow rules to automate lead updates
- Managing lead statuses throughout the sales process
- Merging duplicate leads
- Identifying duplicate leads in Salesforce
- Steps to merge duplicate leads safely
- Logging tasks and calls against leads
- Using the activity timeline for leads
- Automating task and call logging with Salesforce tools
- Best practices for documenting lead interactions
- Integrating telephony solutions for call logging
- Setting reminders and follow-ups for lead activities
- Converting and reassigning leads
- Steps for converting leads into contacts, accounts, and opportunities
- Managing lead conversion settings
- Reassigning leads to other sales representatives or teams
- Automating lead reassignment and routing
- Relationships between contacts and accounts
- Understanding the hierarchical structure of contacts and accounts
- Linking contacts to multiple accounts
- Managing parent and child accounts
- Visualizing account and contact relationships
- Best practices for maintaining accurate relationships
- Searching for contacts and accounts
- Advanced search techniques for finding contacts and accounts
- Customizing search layouts for contacts and accounts
- Utilizing global search for broader queries
- Pulling lists of contacts and accounts
- Creating dynamic list views for contacts and accounts
- Utilizing reports for comprehensive analysis
- Sharing and collaborating on contact and account lists
- Best practices for list management
- Creating new contacts and accounts
- Steps to add new contacts and accounts in Salesforce
- Importing contacts and accounts
- Customizing forms for contact and account creation
- Updating existing contacts and accounts
- Bulk updating contacts and accounts for efficiency
- Utilizing workflow rules for automatic updates
- Keeping track of contact and account history and changes
- Merging duplicate contacts and accounts
- Identifying and managing duplicate contacts and accounts
- Steps and considerations for merging duplicates safely
- Customizing duplicate management settings
- Educating users on the impact of merging on data integrity
- Resolving conflicts during the merge process
- Create new task and log a call
- Using Salesforce activities to track interactions
- Automating task creation and call logging
- Customizing task and call log templates for specific needs
- Setting reminders for follow-up activities
- Reassigning accounts
- Configuring and managing account teams
- Automating account reassignment processes
- Ensuring smooth transitions during account handovers
- Opportunities, and how they are different from leads, contacts, and accounts
- Understanding the sales funnel in Salesforce
- Differentiating between leads, opportunities, contacts, and accounts
- Configuring opportunity stages to match the sales process
- Searching for opportunities
- Advanced search strategies for opportunities
- Customizing opportunity search views for different roles
- Utilizing global search for cross-object analysis
- Saving and refining opportunity searches
- Pulling lists of opportunities by stage, amount, close date, and owner
- Creating dynamic list views for opportunity segmentation
- Using reports and dashboards for opportunity analysis
- Sharing and collaborating on opportunity lists
- Creating new opportunities
- Steps for manual opportunity creation in Salesforce
- Automating opportunity creation from qualified leads
- Customizing opportunity fields and page layouts
- Setting up and managing opportunity teams
- Adding products to opportunities
- Configuring product catalog within Salesforce
- Linking products to opportunities for revenue tracking
- Customizing pricing and discounts on opportunity products
- Managing product bundles and packages
- Analyzing product performance within opportunities
- Working with opportunity teams
- Setting up and managing opportunity team members
- Defining roles and permissions within opportunity teams
- Collaborating on opportunities for team selling
- Updating existing opportunities
- Best practices for maintaining accurate opportunity records
- Bulk editing opportunities for efficiency
- Utilizing workflows and processes for automatic updates
- Tracking changes and history for audit purposes
- Ensuring data quality through validation rules
- Logging tasks and calls against opportunities
- Efficiently documenting interactions within opportunity records
- Automating task and call logging to save time
- Customizing activity layouts for opportunities
- Setting reminders for critical follow-up actions
- Reassigning opportunities
- Managing opportunity ownership changes
- Automating reassignment rules based on criteria
- Ensuring a smooth transition during reassignment
- Introduction to campaigns
- Understanding the role of campaigns in Salesforce
- Different types of campaigns and their purposes
- Setting up campaign hierarchies for organized management
- Aligning campaigns with marketing strategies
- Searching for campaigns
- Utilizing advanced search techniques for campaigns
- Customizing campaign search views for different needs
- Leveraging global search for comprehensive campaign analysis
- Saving frequently used search configurations
- Filtering campaigns by status, type, and other criteria
- Pulling lists of campaigns
- Creating dynamic list views for campaign segmentation
- Utilizing reports to analyze campaign performance
- Sharing campaign lists for collaborative planning
- Updating existing campaigns
- Bulkediting campaigns for streamlined management
- Tracking and recording changes to campaign details
- Using workflow rules to automate campaign updates
- Implementing validation rules for campaign data integrity
- Creating new campaigns
- Steps to set up a new campaign in Salesforce
- Importing campaign members and associating them with campaigns
- Customizing campaign fields and page layouts to match marketing needs
- Defining campaign goals and metrics for success
- Leveraging templates for consistent campaign creation
- Adding campaign members
- Methods for adding members to campaigns in Salesforce
- Utilizing lead and contact lists for campaign member addition
- Managing campaign member statuses throughout the campaign lifecycle
- Tracking campaign member status
- Customizing campaign member status values for precise tracking
- Monitoring member engagement and response within campaigns
- Using reports and dashboards to analyze member activity
- Adjusting campaign strategies based on member feedback
- Set up campaign hierarchies
- Organizing campaigns within a hierarchical structure for clarity
- Associating child campaigns with parent campaigns for consolidated reporting
- Managing permissions and visibility within campaign hierarchies
- Utilizing hierarchies for budgeting and resource allocation
- Analyzing aggregated campaign data across the hierarchy
- Salesforce tasks
- Understanding the function and importance of tasks in Salesforce
- Creating and assigning tasks to team members
- Tracking task completion and follow-up actions
- Integrating tasks with calendars for scheduling
- How to manually log calls in salesforce?
- Steps for entering call details into Salesforce records
- Customizing call log fields to capture relevant information
- Automating call logging with telephony integrations
- What are the cases?
- Defining cases and their role in customer service and support
- Differentiating between cases and other Salesforce objects
- Setting up case management workflows
- Searching for cases
- Advanced techniques for finding specific cases
- Customizing case search views for efficiency
- Leveraging global search for cross-object case investigation
- Saving and reusing case search configurations
- Pulling lists of cases
- Creating dynamic list views for case management
- Using reports to analyze case trends and volumes
- Sharing case lists among support team members
- Creating new cases
- Steps for manual case creation in Salesforce
- Automating case creation from emails and web forms
- Customizing case page layouts and fields for detailed information capture
- Implementing assignment rules for case distribution
- Establishing protocols for initial case evaluation and action
- Updating existing cases
- Bulk editing cases for efficient case management
- Utilizing workflow rules and processes for automated updates
- Tracking case history and modifications for audit purposes
- Implementing validation rules to maintain case data quality
- Case feed 'Log a Call' options
- Utilizing the Case Feed for integrated communication logging
- Customizing 'Log a Call' options for detailed call tracking
- Automating call logging within case activities
- Best practices for documenting interactions in the Case Feedt
- Reassigning cases
- Managing case ownership transfers for workload balancing
- Automating case reassignment based on criteria or triggers
- Introduction to chatter
- Exploring Chatter as Salesforce's enterprise social network
- Understanding Chatter's features and capabilities for collaboration
- Setting up Chatter for team and company-wide use
- Chatter vs email
- Comparing Chatter's collaboration benefits to traditional email
- Leveraging Chatter for efficient team communication and knowledge sharing
- Reducing email clutter by moving conversations to Chatter
- Integrating Chatter with email for notifications and updates
- Best practices for using Chatter to complement email communication
- Chat session records
- Creating and managing chat records within Salesforce
- Linking chat sessions to Salesforce records for context and tracking
- Utilizing chat data for customer service and sales insights
- Implementing chat solutions that integrate with Salesforce Chatter
- Chatter groups and notifications
- Setting up Chatter groups for team collaboration and project management
- Customizing notification settings to manage information flow
- Engaging group members with posts, polls, and shared files
- Managing group memberships and permissions for security
- Update email notifications in chatter
- Configuring Chatter email notification preferences for users
- Managing email alerts for posts, mentions, and group activities
- Reducing notification overload with selective alerts
- Utilizing email notifications to stay engaged with Chatter activity
- Best practices for balancing Chatter notifications with productivity
- Enabling collaboration in a report
- Sharing reports through Chatter for collaborative analysis
- Embedding report data in Chatter feeds for context and discussion
- Utilizing Chatter comments for insights and decision-making
- Difference between a report and dashboard
- Understanding the fundamental differences and uses of reports vs. dashboards
- Customizing reports for detailed data analysis and filtering
- Designing dashboards for at-a-glance performance metrics
- Integrating reports into dashboards for deeper insights
- Difference between a list view and a report
- Clarifying the purposes and capabilities of list views compared to reports
- Utilizing list views for quick data access and management
- Creating reports for complex data analysis and trends
- Customizing list views and reports for specific user needs
- Leveraging both tools for comprehensive data oversight
- Who sees what data?
- Managing data visibility with Salesforce sharing rules and permissions
- Configuring report and dashboard access for different user roles
- Understanding the impact of organization-wide defaults on data visibility
- Who can access my reports?
- Setting up report folders and permissions for controlled access
- Sharing reports with specific users, roles, or groups
- Ensuring appropriate visibility for sensitive or critical reports
- Utilizing report sharing settings to facilitate collaboration
- Monitoring and reviewing report access and usage
- How to find and use existing reports and dashboards?
- Navigating Salesforce to locate relevant reports and dashboards
- Utilizing the report and dashboard directories for quick access
- Customizing existing reports and dashboards for specific needs
- Saving and organizing frequently used reports for efficiency
- How to modify existing reports and dashboards?
- Editing report criteria, filters, and fields for refined analysis
- Customizing dashboard components and layouts for targeted insights
- Utilizing report formulas and summaries for advanced data manipulation
- Sharing modified reports and dashboards for collaborative review
- Understanding report types
- Exploring the variety of report types available in Salesforce
- Selecting the appropriate report type for specific data analysis needs
- Customizing standard report types with additional fields and filters
- How to create new reports?
- Steps for creating a new report in Salesforce from scratch
- Defining report criteria and selecting the correct report type
- Adding and configuring fields, filters, and groupings
- Previewing and refining reports for accuracy and relevance
- Sharing new reports with team members for action and decision-making
- Excel add-ins
- Integrating Salesforce with Excel for data analysis and reporting
- Utilizing Excel add-ins to import Salesforce data directly into spreadsheets
- Analyzing Salesforce data using Excel's advanced features
- Automating data updates between Salesforce and Excel
- Best practices for maintaining data integrity and security with Excel add-ins
Target Audience for Salesforce Lightning Training Course
The Salesforce Lightning training program can also be taken by professionals at various levels in the organization.
- Salesforce Administrators
- CRM Specialists
- Sales Representatives
- Marketing Specialists
- IT Support Technicians
- Application Developers
- Business Analysts
- Technical Support Engineers
- Customer Service Representatives
- Data Analysts
- Cloud Engineers
- Managers
Prerequisites for Salesforce Lightning Training
Professionals with a basic understanding of Salesforce CRM and cloud computing concepts can take up the Salesforce Lightning training course.
Corporate Group Training Delivery Modes
for Salesforce Lightning Training
At Edstellar, we understand the importance of impactful and engaging training for employees. To ensure the training is more interactive, we offer Face-to-Face onsite/in-house or virtual/online for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.
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Our virtual group training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.
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Edstellar's onsite group training delivers immersive and insightful learning experiences right in the comfort of your office.
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Edstellar's off-site group training programs offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.
Explore Our Customized Pricing Package
for
Salesforce Lightning Corporate Training
Elevate your team's performance with our customized Salesforce Lightning training. Find transparent pricing options to match your training needs. Start maximizing your team's potential now.
64 hours of training (includes VILT/In-person On-site)
Tailored for SMBs
Tailor-Made Licenses with Our Exclusive Training Packages!
160 hours of training (includes VILT/In-person On-site)
Ideal for growing SMBs
400 hours of training (includes VILT/In-person On-site)
Designed for large corporations
Unlimited duration
Designed for large corporations
Edstellar: Your Go-to Salesforce Lightning Training Company
Experienced Trainers
Our trainers bring years of industry expertise to ensure the training is practical and impactful.
Quality Training
With a strong track record of delivering training worldwide, Edstellar maintains its reputation for its quality and training engagement.
Industry-Relevant Curriculum
Our course is designed by experts and is tailored to meet the demands of the current industry.
Customizable Training
Our course can be customized to meet the unique needs and goals of your organization.
Comprehensive Support
We provide pre and post training support to your organization to ensure a complete learning experience.
Multilingual Training Capabilities
We offer training in multiple languages to cater to diverse and global teams.
What Our Clients Say
We pride ourselves on delivering exceptional training solutions. Here's what our clients have to say about their experiences with Edstellar.
"Edstellar's IT Service Management training has been transformative. Our IT teams have seen significant improvements through multiple courses delivered at our office by expert trainers. Excellent feedback has prompted us to extend the training to other teams."
"Edstellar's quality and process improvement training courses have been fantastic for our team of quality engineers, process engineers and production managers. It’s helped us improve quality and streamline manufacturing processes. Looking ahead, we’re excited about taking advanced courses in quality management, and project management, to keep improving in the upcoming months."
"Partnering with Edstellar for web development training was crucial for our project requirements. The training has equipped our developers with the necessary skills to excel in these technologies. We're excited about the improved productivity and quality in our projects and plan to continue with advanced courses."
"Partnering with Edstellar for onsite ITSM training courses was transformative. The training was taken by around 80 IT service managers, project managers, and operations managers, over 6 months. This has significantly improved our service delivery and standardized our processes. We’ve planned the future training sessions with the company."
"Partnering with Edstellar for onsite training has made a major impact on our team. Our team, including quality assurance, customer support, and finance professionals have greatly benefited. We've completed three training sessions, and Edstellar has proven to be a reliable training partner. We're excited for future sessions."
"Edstellar's online training on quality management was excellent for our quality engineers and plant managers. The scheduling and coordination of training sessions was smooth. The skills gained have been successfully implemented at our plant, enhancing our operations. We're looking forward to future training sessions."
"Edstellar's online AI and Robotics training was fantastic for our 15 engineers and technical specialists. The expert trainers and flexible scheduling across different time zones were perfect for our global team. We're thrilled with the results and look forward to future sessions."
"Edstellar's onsite process improvement training was fantastic for our team of 20 members, including managers from manufacturing, and supply chain management. The innovative approach, and comprehensive case studies with real-life examples were highly appreciated. We're excited about the skills gained and look forward to future training."
"Edstellar's professional development training courses were fantastic for our 50+ team members, including developers, project managers, and consultants. The multiple online sessions delivered over several months were well-coordinated, and the trainer's methodologies were highly effective. We're excited to continue our annual training with Edstellar."
"Edstellar's IT service management training for our 30 team members, including IT managers, support staff, and network engineers, was outstanding. The onsite sessions conducted over three months were well-organized, and it helped our team take the exams. We are happy about the training and look forward to future collaborations."
"Edstellar's office productivity training for our 40+ executives, including project managers and business analysts, was exceptional. The onsite sessions were well-organized, teaching effective tool use with practical approaches and relevant case studies. Everyone was delighted with the training, and we're eager for more future sessions."
"Edstellar's quality management training over 8 months for our 15+ engineers and quality control specialists was outstanding. The courses addressed our need for improved diagnostic solutions, and the online sessions were well-organized and effectively managed. We're thrilled with the results and look forward to more."
"Edstellar's digital marketing training for our small team of 10, including content writers, SEO analysts, and digital marketers, was exactly what we needed. The courses delivered over a few months addressed our SEO needs, and the online sessions were well-managed. We're very happy with the results and look forward to more."
"Edstellar's telecommunications training was perfect for our small team of 12 network engineers and system architects. The multiple online courses delivered over a few months addressed our needs for network optimization and cloud deployment. The training was well-managed, and the case studies were very insightful. We're thrilled with the outcome."
"Edstellar's professional development training was fantastic for our 50+ participants, including team leaders, analysts, and support staff. Over several months, multiple courses were well-managed and delivered as per the plan. The trainers effectively explained topics with insightful case studies and exercises. We're happy with the training and look forward to more."
Get Your Team Members Recognized with Edstellar’s Course Certificate
Upon successful completion of the Salesforce Lightning training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.
This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.
We have Expert Trainers to Meet Your Salesforce Lightning Training Needs
The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.
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