Sign-in & Setup in Salesforce Lightning (2018 update)
Salesforce Lightning (2018 update)
| Beginner
- 10 videos | 41m 6s
- Includes Assessment
- Earns a Badge
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
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Sign in to salesforce lightningGet around in salesforce lightningUse the search tool in salesforce lightningPerform an advanced search in salesforce lightningEdit your personal information in salesforce lightning
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Link your twitter account to salesforce lightningCreate a new list view in salesforce lightningChange your email settings in salesforce lightningCustomize the user interface in salesforce lightningConfigure your display in salesforce lightning
IN THIS COURSE
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4m 24sIn 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
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4m 28sOnce 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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3m 29sUsing 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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3m 31sYou 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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4m 13sFrom 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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3m 57sYou 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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5m 51sList 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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2m 50sFrom 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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3m 49sYou 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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4m 33sCustomize and change the appearance of your objects. Add or remove fields and personalize your Salesforce pages. FREE ACCESS
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
Skillsoft is providing you the opportunity to earn a digital badge upon successful completion on some of our courses, which can be shared on any social network or business platform.
Digital badges are yours to keep, forever.