Salesforce Lightning: Learn about Salesforce Lightning from Udemy

What's inside

Learning objectives

Navigate the salesforce lightning interface
Learn about salesforce lightning ui features
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

Navigate the salesforce lightning interface
Learn about salesforce lightning ui features
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

Syllabus

Introduction to Salesforce lightning

How do I switch from salesforce classic to lightning?

Salesforce Lightning UI overview

Quiz 1: Lightning UI overview

In this section, we will see how to create a custom Home Page in Salesforce Lightning. We will also see how to customize App page and Record page in Lightning

Salesforce Lightning customize home page

Assignment :Customizing Home page

How to customize Home page in Lightning?

Salesforce lightning kanban listview: Opportunity Kanban view

Salesforce lightning customize record page: Build a Custom Record Page

Assignment 2 : Customizing the Record Page for Account object

Salesforce lightning customize app page: Build an App Home Lightning Page

In this section, we will create a Lightning App "Technology Center Development" App. This App will be used to keep track of the development progress of the technology center. We

Saleforce Lightning App overview: Overview of Technology Center Development App

Create our first custom object : Technology Center Object for our app

Create our first Lightning App: Technology Center development App

Create custom fields in Lightning UI: Add fields to Technology Center Object

Capture Project Status for Technology Center

Add Start Date and End Date to Technology center Object

Salesforce Lightning UI: how to create a custom object in salesforce lightning?

Overview Of Relationships In Salesforce

Quiz 2: Relationships

Create a Master Detail Relationship between Technology Center and Resources

How to add a new custom object in Salesforce Lightning?

Adding fields to the Equipment object

Formula field in salesforce lightning Experience

How to edit page layout in salesforce lightning?

Validation Rules in Salesforce

Validation Rules with Example: Create Validation Rules

In this section,we will learn about Lightning Process Builder. We will use process Builder to create a process which will update the Project Status field based upon Equipment Setup field.

Lightning process builder salesforce: Create a business process

Create a Process using Lightning Process Builder

Validation rule and process builder working together

In this tutorial, we will create a Roll Up summary field to count the total Number of Resources needed per technology Center.

Quiz

In this section, we will learn about Data Import Wizard and data loader. We will see the difference between these two. We will use Data Import Wizard to import records

In this tutorial, we will learn about Data Import Wizard and Data Loader. We will also learn about the deciding factors which will decide which tool to use for importing records.

In this tutorial,we will use Data import wizard to import records into Technology Center.

In this tutorial, we will use Data Import Wizard to import records in Equipment Object.

In this tutorial, we will use Data Import Wizard to import records into Resource object.

Quiz : Data Loader and Data Import

Create custom list views in salesforce lightning : add fields to list view

In this tutorial, we will learn about Utility Bar. We will also add a Utility bar to our Technology Center Development App.

In this section, we will learn about upgrading Classic App to Lightning App. In this section, we will install a Warehouse app for classic and then we will upgrade this app to Lightning.

In this tutorial, we will learn about upgrading a classic App to Lightning. We will also add some custom branding to our updated Lighting App

In this section, we will learn about Reports and Dashboards. We will cover different reports formats which are available. We will also create Reports and Dashboards for our Technology Center App

In this tutorial, we will talk about the Reports and Dashboard. We will learn about different Report formats like Tabular, Summary,Matrix and Joined Reports. We will also talk about the difference between the Report Builder in lightning and Classic.

Summary Report: Equipment Cost Per Technology Center

Salesforce report filter multiple values

Summary Report: Resource per technology center

Salesforce bucket field report

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Offers a comprehensive study of Salesforce Lightning, covering both the basics and advanced concepts

Taught by industry experts with hands-on experience in Salesforce Lightning development

Provides step-by-step video tutorials that are easy to follow and understand

Covers the latest features of Salesforce Lightning UI, including the Lightning App Builder and Lightning Process Builder

Suitable for learners of all levels, from beginners to experienced Salesforce users

Reviews summary

Beginner friendly salesforce introduction

According to students, this Salesforce Lightning course offers straightforward content that is well-suited for those new to Salesforce. Students appreciate the clear and easy-to-understand explanations that break down complex concepts in simple terms. Overall, learners find this course helpful for gaining a fundamental understanding of Salesforce Lightning.

Suitable for beginners.

"Straightforward content."

Best for those new to Salesforce.

"Good for beginners."

Concepts are easily understood.

"Very good explanation!!!"

"Clear with simple terms."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Salesforce Lightning: Learn about Salesforce Lightning with these activities:

Write a detailed summary of the Salesforce Lightning UI

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Summarizing the Lightning UI can enhance your understanding of its key features and layout.

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Describe the different sections of the Lightning UI
Explain how to navigate the Lightning UI
Discuss the benefits of using the Lightning UI

Create 10 different types of Lightning components

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This exercise will help you master the basics of Lightning component development.

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Create a simple Lightning component
Create a component that uses a custom event
Create a component that uses a public method
Create a component that uses a protected method
Create a component that uses a private method
Create a component that uses a getter
Create a component that uses a setter
Create a component that uses a destructor
Create a component that uses a lifecycle hook
Create a component that uses a template

Create a Salesforce Lightning Web Component from scratch

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Start a new project to build a web component from scratch. This exercise will help you practice following the steps of creating a custom web component.

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Create a new Salesforce Lightning Web Component project
Add the necessary HTML, CSS, and JavaScript files
Implement the component's logic
Test the component

Four other activities

Expand to see all activities and additional details

Show all seven activities

Join a study group or online forum dedicated to Salesforce Lightning

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Study groups and online forums provide an opportunity to collaborate with other learners and get help from experts.

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Find a study group or online forum dedicated to Salesforce Lightning
Join the group or forum
Participate in discussions
Share your knowledge and expertise

Follow a tutorial to create a Lightning component that integrates with an external API

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This exercise will help you understand how to use Lightning components to interact with external systems.

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Find a tutorial on how to create a Lightning component that integrates with an external API
Follow the steps in the tutorial
Test the Lightning component

Attend a Salesforce Lightning Meetup

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Meetup events provide an opportunity to connect with other Lightning developers and learn about their experiences.

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Find a Salesforce Lightning Meetup in your area
Attend the Meetup
Network with other Lightning developers

Build a custom Lightning App for a specific business use case

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This project will test your ability to apply your knowledge of Lightning to a real-world scenario.

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Identify a business use case
Design the Lightning App
Develop the Lightning App
Test and deploy the Lightning App

Career center

Learners who complete Salesforce Lightning: Learn about Salesforce Lightning will develop knowledge and skills that may be useful to these careers:

Salesforce Developer

A Salesforce Developer will use Salesforce to design, develop, and implement custom solutions. This course can help aspiring Salesforce Developers who are interested in learning about the Lightning UI, which is becoming increasingly popular. The course also covers some of the more complex features of Salesforce, such as opportunity stage management and the new dashboard builder, which will be valuable for a Salesforce Developer.

See salaries and explore the career path for Salesforce Developer

Salesforce Administrator

A Salesforce Administrator is responsible for managing and maintaining a Salesforce instance. This course can be especially helpful for aspiring Salesforce Administrators who are looking to learn about the Lightning UI, as it is the future of Salesforce. The course also covers some of the more complex features of Salesforce, such as opportunity stage management and the new dashboard builder, which will be essential for a Salesforce Administrator to know.

See salaries and explore the career path for Salesforce Administrator

CRM Analyst

A CRM Analyst can expect to use Salesforce on a daily basis to improve business. This course can help build a foundation for a CRM Analyst, as it teaches a strong understanding of how to leverage Salesforce for various purposes, including sales, service, and marketing. The hands-on approach of building a custom Salesforce application in this course will also be particularly beneficial for a CRM Analyst.

See salaries and explore the career path for CRM Analyst

Marketing Manager

A Marketing Manager is responsible for planning and executing marketing campaigns. This course can be useful for aspiring Marketing Managers who are looking to learn about the Lightning UI, as it can help them to improve the effectiveness of their marketing campaigns. The course also covers some of the more complex features of Salesforce, such as opportunity stage management and the new dashboard builder, which will be valuable for a Marketing Manager to know.

See salaries and explore the career path for Marketing Manager

Sales Manager

A Sales Manager is responsible for leading and managing a sales team. This course can be useful for aspiring Sales Managers who are looking to learn about the Lightning UI, as it can help them to improve their team's productivity and efficiency. The course also covers some of the more complex features of Salesforce, such as opportunity stage management and the new dashboard builder, which will be valuable for a Sales Manager to know.

See salaries and explore the career path for Sales Manager

Product Manager

A Product Manager is responsible for managing the development and launch of new products. This course can be useful for aspiring Product Managers who are looking to learn about the Lightning UI, as it can help them to improve the user experience of their products. The course also covers some of the more complex features of Salesforce, such as opportunity stage management and the new dashboard builder, which will be valuable for a Product Manager to know.

See salaries and explore the career path for Product Manager

Business Analyst

A Business Analyst is responsible for analyzing and improving business processes. This course can be helpful for aspiring Business Analysts who are looking to learn about the Lightning UI, as it can help them to identify areas for improvement in business processes. The course also covers some of the more complex features of Salesforce, such as opportunity stage management and the new dashboard builder, which will be valuable for a Business Analyst to know.

See salaries and explore the career path for Business Analyst

Data Analyst

A Data Analyst is responsible for collecting, analyzing, and interpreting data. This course can be useful for aspiring Data Analysts who are looking to learn about the Lightning UI, as it can help them to improve the efficiency of their data analysis. The course also covers some of the more complex features of Salesforce, such as opportunity stage management and the new dashboard builder, which will be valuable for a Data Analyst to know.

See salaries and explore the career path for Data Analyst

IT Manager

An IT Manager is responsible for managing the IT infrastructure of an organization. This course can be helpful for aspiring IT Managers who are looking to learn about the Lightning UI, as it can help them to improve the efficiency of their IT operations. The course also covers some of the more complex features of Salesforce, such as opportunity stage management and the new dashboard builder, which will be valuable for an IT Manager to know.

See salaries and explore the career path for IT Manager

Project Manager

A Project Manager is responsible for planning, executing, and completing projects. This course can be helpful for aspiring Project Managers who are looking to learn about the Lightning UI, as it can help them to improve the efficiency of their project management. The course also covers some of the more complex features of Salesforce, such as opportunity stage management and the new dashboard builder, which will be valuable for a Project Manager to know.

See salaries and explore the career path for Project Manager

Software Engineer

A Software Engineer is responsible for designing, developing, and testing software. This course can be helpful for aspiring Software Engineers who are looking to learn about the Lightning UI, as it is becoming increasingly popular. The course also covers some of the more complex features of Salesforce, such as opportunity stage management and the new dashboard builder, which will be valuable for a Software Engineer to know.

See salaries and explore the career path for Software Engineer

Financial Analyst

A Financial Analyst is responsible for analyzing financial data and making investment recommendations. This course may be useful for aspiring Financial Analysts who are looking to learn about the Lightning UI, as it can help them to improve the efficiency of their financial analysis. The course also covers some of the more complex features of Salesforce, such as opportunity stage management and the new dashboard builder, which will be valuable for a Financial Analyst to know.

See salaries and explore the career path for Financial Analyst

Human Resources Manager

A Human Resources Manager is responsible for managing the human resources of an organization. This course may be useful for aspiring Human Resources Managers who are looking to learn about the Lightning UI, as it can help them to improve the efficiency of their human resources management. The course also covers some of the more complex features of Salesforce, such as opportunity stage management and the new dashboard builder, which will be valuable for a Human Resources Manager to know.

See salaries and explore the career path for Human Resources Manager

Operations Manager

An Operations Manager is responsible for managing the operations of an organization. This course may be useful for aspiring Operations Managers who are looking to learn about the Lightning UI, as it can help them to improve the efficiency of their operations management. The course also covers some of the more complex features of Salesforce, such as opportunity stage management and the new dashboard builder, which will be valuable for an Operations Manager to know.

See salaries and explore the career path for Operations Manager

Customer Service Manager

A Customer Service Manager is responsible for managing the customer service of an organization. This course may be useful for aspiring Customer Service Managers who are looking to learn about the Lightning UI, as it can help them to improve the efficiency of their customer service. The course also covers some of the more complex features of Salesforce, such as opportunity stage management and the new dashboard builder, which will be valuable for a Customer Service Manager to know.

See salaries and explore the career path for Customer Service Manager

Salesforce Lightning

Learn about Salesforce Lightning

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What's inside

Learning objectives

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Reviews summary

Beginner friendly salesforce introduction

Activities

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