Details

Learn Salesforce Lightning

The Visual Guide to the Lightning UI

von: Felicia Duarte, Rachelle Hoffman
56,99 €
Verlag:	Apress
Format:	PDF
Veröffentl.:	20.12.2017
ISBN/EAN:	9781484229941
Sprache:	englisch

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Als Gutschein

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Beschreibungen

Titelbeschreibung

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: <ul><li>Sales and service management </li><li>Lightning Apps on the AppExchange </li><li>Lightning dashboards and reports </li><li>Lightning security </li><li>LightningProcess Builder and more </li></ul> What You’ll Learn <ul><li>Navigate the Salesforce Lightning interface </li><li>Know where to go in the setup area to make customizations </li><li>Create dynamic reports and dashboards </li><li>View Lightning on a mobile device </li><li>Train other users on common day-to-day activities within Lightning </li></ul> Who This Book Is for Salespeople, managers, and 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.

Inhaltsverzeichnis

Chapter 1: Introducing Salesforce Lightning.- Chapter 2: Sales Management.- Chapter 3: Salesforce Service Cloud.- Chapter 4: Lightning Apps on the AppExchange.- Chapter 5: Lightning Dashboards and Reports.- Chapter 6: Collaborating.- Chapter 7: Lightning Process Builder.- Chapter 8: Data Management.- Chapter 9: Security Overview.-

Autorenportrait

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.

Back cover copy

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: <ul><li>Sales and service management </li><li>Lightning Apps on the AppExchange </li><li>Lightning dashboards and reports </li><li>Lightning security </li><li>LightningProcess Builder and more </li></ul>What You’ll Learn: <ul><li>Navigate the Salesforce Lightning interface </li><li>Know where to go in the setup area to make customizations </li><li>Create dynamic reports and dashboards </li><li>View Lightning on a mobile device </li><li>Train other users on common day-to-day activities within Lightning </li></ul>

Sonderbeitrag

The first book available on Salesforce Lightning The book's no-nonsense approach helps readers find their way through the Lightning interface quickly Salesforce as a company is changing its entire product line to match the Lightning interface—there will be ongoing demand for Lightning interface guides well into future editions

Verkaufsargumente

The first book available on Salesforce Lightning The book's no-nonsense approach helps readers find their way through the Lightning interface quickly Salesforce as a company is changing its entire product line to match the Lightning interface—there will be ongoing demand for Lightning interface guides well into future editions