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Book Cover
E-book
Author Duarte, Felicia, author

Title Learn salesforce lightning : the visual guide to the lightning UI / Felicia Duarte, Rachelle Hoffman
Published California : Apress, [2018]
©2018

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Description 1 online resource
Contents 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
Summary "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 managementLightning Apps on the AppExchangeLightning dashboards and reportsLightning securityLightning Process Builder and more What You'll Learn Navigate the Salesforce Lightning interfaceKnow where to go in the setup area to make customizationsCreate dynamic reports and dashboardsView Lightning on a mobile deviceTrain 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."--Provided by publisher
Notes Includes index
Online resource; title from PDF title page (EBSCO, viewed January 5, 2018)
Subject Salesforce (Online service)
Customer relations -- Management -- Data processing.
Sales management -- Data processing.
BUSINESS & ECONOMICS -- Industrial Management.
BUSINESS & ECONOMICS -- Management.
BUSINESS & ECONOMICS -- Management Science.
BUSINESS & ECONOMICS -- Organizational Behavior.
Customer relations -- Management -- Data processing.
Sales management -- Data processing.
Salesforce (Online service)
Form Electronic book
Author Hoffman, Rachelle, author
ISBN 9781484229941
1484229940