Sign-in & Setup in Salesforce Lightning (2018 update)

Salesforce Lightning (2018 update)    |    Beginner
  • 10 videos | 41m 6s
  • Includes Assessment
  • Earns a Badge
Rating 3.9 of 51 users Rating 3.9 of 51 users (51)
Get acquainted with the latest version of Salesforce Lightning. Discover how to sign in to your account, navigate and customize the interface, edit your personal information, link with your Twitter account, and create a new list view.

WHAT YOU WILL LEARN

  • Sign in to salesforce lightning
    Get around in salesforce lightning
    Use the search tool in salesforce lightning
    Perform an advanced search in salesforce lightning
    Edit your personal information in salesforce lightning
  • Link your twitter account to salesforce lightning
    Create a new list view in salesforce lightning
    Change your email settings in salesforce lightning
    Customize the user interface in salesforce lightning
    Configure your display in salesforce lightning

IN THIS COURSE

  • 4m 24s
    In order to use Salesforce Lightning, you will need to sign in with your email address and password. You will see in this module how to connect and disconnect from the platform. FREE ACCESS
  • 4m 28s
    Once you are connected to Salesforce, you will need to learn how to navigate around the site to become familiar with the platform. You will see in this module how to get the most out of Salesforce by using the tools provided. FREE ACCESS
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    3.  Using the search tool in Salesforce Lightning (2018 update)
    3m 29s
    Using the search bar, you can search all the items stored on Salesforce. You can search for names, phrases and refine your search results by categories to find exactly what you are looking for. FREE ACCESS
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    4.  Performing an advanced search in Salesforce Lightning (2018 update)
    3m 31s
    You can perform an advanced search in Salesforce by searching for exact phrases or approximate variations of a word or phrase. You will see in this module how to use special characters to perform an advanced search. FREE ACCESS
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    5.  Editing your personal information in Salesforce Lightning (2018 update)
    4m 13s
    From the settings menu you can edit your profile and update your personal information. See how to access and change your account details. FREE ACCESS
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    6.  Linking your Twitter account to Salesforce Lightning (2018 update)
    3m 57s
    You can connect to your accounts and contacts to your Twitter account. See how to access and link your Twitter to your accounts and contacts on Salesforce. FREE ACCESS
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    7.  Creating a new list view in Salesforce Lightning (2018 update)
    5m 51s
    List views allow you to organize and filter your information. See how to create, customize and manage your lists on Salesforce. FREE ACCESS
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    8.  Changing your email settings in Salesforce Lightning (2018 update)
    2m 50s
    From the settings menu you can access and change your email configurations. Change your display name, email and even add a signature to your emails on Salesforce. FREE ACCESS
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    9.  Customizing the user interface in Salesforce Lightning (2018 update)
    3m 49s
    You can change the user display within your organization by accessing the setup menu. See how to add or remove features for your users on Salesforce. FREE ACCESS
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    10.  Configuring your display in Salesforce Lightning (2018 update)
    4m 33s
    Customize and change the appearance of your objects. Add or remove fields and personalize your Salesforce pages. FREE ACCESS

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