Overview
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
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Table of contents (9 chapters)
Keywords
About this book
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
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.
Authors and Affiliations
About the authors
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.
Bibliographic Information
Book Title: Learn Salesforce Lightning
Book Subtitle: The Visual Guide to the Lightning UI
Authors: Felicia Duarte, Rachelle Hoffman
DOI: https://doi.org/10.1007/978-1-4842-2994-1
Publisher: Apress Berkeley, CA
eBook Packages: Professional and Applied Computing, Professional and Applied Computing (R0), Apress Access Books
Copyright Information: Felicia Duarte, Rachelle Hoffman 2018
Softcover ISBN: 978-1-4842-2993-4Published: 20 December 2017
eBook ISBN: 978-1-4842-2994-1Published: 20 December 2017
Edition Number: 1
Number of Pages: XVII, 373
Number of Illustrations: 4 b/w illustrations, 451 illustrations in colour
Topics: Computer Applications