Learn Salesforce Lightning: The Visual Guide to the Lightning UI

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.

這本書是一本關於Salesforce Lightning基礎培訓的寶貴指南。銷售人員、技術使用者和顧問將不再需要自行學習介面，這樣非常耗時。

《學習Salesforce Lightning》是一本逐步的視覺指南，提供了對Lightning中包含的新一套UI工具的即時和有價值的解決方案。每個章節都被分解成易於理解的主題，您將通過整個在Salesforce中管理日常活動的過程，以及基本的自定義和系統管理。本書解釋了Lightning的主要用例，並簡化了一些較複雜的功能，例如機會階段管理和新的儀表板生成器。涵蓋的主題包括：

- 銷售和服務管理
- AppExchange上的Lightning應用程式
- Lightning儀表板和報表
- Lightning安全性
- Lightning流程生成器等

您將學到：

- 導航Salesforce Lightning介面
- 知道在設置區域進行自定義的位置
- 創建動態報表和儀表板
- 在移動設備上查看Lightning
- 培訓其他使用者在Lightning中進行常見的日常活動

這本書適合以下人士：

- 目前正在評估Salesforce.com、最近購買了Salesforce.com許可證或最近升級到Lightning用戶界面的銷售人員、經理和高管。這本書也適合Salesforce管理員、顧問、項目經理和技術使用者，他們正在尋找有關Salesforce Lightning的基礎培訓。