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Learn Salesforce Lightning

The Visual Guide to the Lightning UI

Authors: Duarte, Felicia, Hoffman, Rachelle

  • 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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Buy this book

eBook $19.99
price for Mexico (gross)
  • ISBN 978-1-4842-2994-1
  • Digitally watermarked, DRM-free
  • Included format: EPUB, PDF
  • ebooks can be used on all reading devices
  • Immediate eBook download after purchase
Softcover $29.99
price for Mexico
  • ISBN 978-1-4842-2993-4
  • Free shipping for individuals worldwide
  • Usually dispatched within 3 to 5 business days.
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.

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.

 

Table of contents (9 chapters)

  • Introducing Salesforce Lightning

    Duarte, Felicia (et al.)

    Pages 1-51

  • Sales Cloud Lightning

    Duarte, Felicia (et al.)

    Pages 53-101

  • Salesforce Service Cloud

    Duarte, Felicia (et al.)

    Pages 103-147

  • Lightning Apps

    Duarte, Felicia (et al.)

    Pages 149-168

  • Lightning Reports and Dashboards

    Duarte, Felicia (et al.)

    Pages 169-232

Buy this book

eBook $19.99
price for Mexico (gross)
  • ISBN 978-1-4842-2994-1
  • Digitally watermarked, DRM-free
  • Included format: EPUB, PDF
  • ebooks can be used on all reading devices
  • Immediate eBook download after purchase
Softcover $29.99
price for Mexico
  • ISBN 978-1-4842-2993-4
  • Free shipping for individuals worldwide
  • Usually dispatched within 3 to 5 business days.

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Bibliographic Information

Bibliographic Information
Book Title
Learn Salesforce Lightning
Book Subtitle
The Visual Guide to the Lightning UI
Authors
Copyright
2018
Publisher
Apress
Copyright Holder
Felicia Duarte, Rachelle Hoffman
eBook ISBN
978-1-4842-2994-1
DOI
10.1007/978-1-4842-2994-1
Softcover ISBN
978-1-4842-2993-4
Edition Number
1
Number of Pages
XVII, 373
Number of Illustrations and Tables
4 b/w illustrations, 451 illustrations in colour
Topics