Learn Salesforce Lightning: The Visual Guide to the Lightning Ui

ISBN-13: 9781484229934 / Angielski / Miękka / 2017 / 373 str.

Justin Davis; Felicia Duarte; Rachelle Hoffman

Opis

Refer to this invaluable how-to guide for users looking for basic training on Salesforce Lightning. With this book salespeople and technical users and consultants will no longer have to resort to learning the interface on their own, which is very time-consuming. Salesforce Lightning is a collection of tools and technologies behind a significant upgrade to the Salesforce platform. Lightning includes: Experience, Lightning Component Framework, Visual Building Tools, Lightning Exchange, and Lightning Design System. Sales teams are the largest Salesforce users and readership demographic for Salesforce how-to guides. Learn Salesforce Lightning is a step-by-step visual guide that offers immediate and valuable solutions to the new set of UI tools included in Lightning. With chapters broken down into easily absorbed topics, readers are walked through the entire process of managing their daily activities within Salesforce, as well as basic customizations and system management. The book explains the primary use cases for Lighting, and simplifies some of the more complex features, such as opportunity stage management and the new dashboard builder. Topics covered include:

• Sales and service management
  
• Lightning Apps on the AppExchange
  
• Lightning dashboards and reports
  
• Lightning security
  
• Lightning Process Builder and more
  

What You'll Learn

• Navigate the Salesforce Lightning interface
  
• Know where to go in the setup area to make customizations
  
• Create dynamic reports and dashboards
  
• View Lightning on a mobile device
  
• Train other users on common day-to-day activities within Lightning
  

Who This Book Is for Sales staff -- salespeople, sales managers, and sales executives -- who are currently evaluating Salesforce.com, who recently purchased a license with Salesforce.com, or recently upgraded to the Lightning user interface. This book is also for Salesforce administrators, consultants, project managers, and technical users looking for basic training on Salesforce Lightning.

O autorze

Felicia Duarte is the chief operating officer of Cloud Creations, Inc., a full-service Salesforce consulting and implementation firm in Los Angeles. She oversees the daily operations of the company, including 70+ active implementations at any given time. Her technical expertise on the Salesforce platform is contrasted by her retail management experience, including SEO, web analytics, and social media marketing. In 2017, Felicia filmed Salesforce Admin Certification training courses for ITPRO.TV. In her time off, she enjoys quality time with her two young boys: Michael and Ayden.  

Rachelle Hoffman is the chief technology officer of Cloud Creations, Inc., a full-service Salesforce consulting and implementation firm in Los Angeles. Her years of experience on the Salesforce platform include the retail and business services industries. Her marquee clients include Southern California Edison, Smart & Final, Paramount Pictures, and other Fortune 500 Cloud Creations clients.

 

Blurb

Refer to this invaluable how-to guide for basic training on Salesforce Lightning. Salespeople and technical users and consultants will no longer have to resort to learning the interface on their own, which is very time consuming.

Learn Salesforce Lightning is a step-by-step visual guide that offers immediate and valuable solutions to the new set of UI tools included in Lightning. With chapters broken down into easily absorbed topics, you walk through the entire process of managing your daily activities within Salesforce, as well as basic customizations and system management. The book explains the primary use cases for Lighting, and simplifies some of the more complex features, such as opportunity stage management and the new dashboard builder. Topics covered include:

• Sales and service management
  
• Lightning Apps on the AppExchange
  
• Lightning dashboards and reports
  
• Lightning security
  
• Lightning Process Builder and more
  

What You’ll Learn:

• Navigate the Salesforce Lightning interface
  
• Know where to go in the setup area to make customizations
  
• Create dynamic reports and dashboards
  
• View Lightning on a mobile device
  
• Train other users on common day-to-day activities within Lightning