Learn Salesforce Lightning: The Visual Guide to the Lightning UI
Autor Felicia Duarte, Rachelle Hoffmanen Limba Engleză Paperback – 20 dec 2017
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
- LightningProcess Builder and more
- 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
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.
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Specificații
ISBN-13: 9781484229934
ISBN-10: 1484229932
Pagini: 428
Ilustrații: XVII, 373 p. 455 illus., 451 illus. in color.
Dimensiuni: 178 x 254 x 24 mm
Greutate: 0.75 kg
Ediția:1st ed.
Editura: Apress
Colecția Apress
Locul publicării:Berkeley, CA, United States
ISBN-10: 1484229932
Pagini: 428
Ilustrații: XVII, 373 p. 455 illus., 451 illus. in color.
Dimensiuni: 178 x 254 x 24 mm
Greutate: 0.75 kg
Ediția:1st ed.
Editura: Apress
Colecția Apress
Locul publicării:Berkeley, CA, United States
Cuprins
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.-
Notă biografică
Felicia Duarte is the chief operating officer of Cloud Creations, Inc., a full-service Salesforce consulting and implementation firm in Los Angeles. She oversees the daily operations of the company, including 70+ active implementations at any given time. Her technical expertise on the Salesforce platform is contrasted by her retail management experience, including SEO, web analytics, and social media marketing. In 2017, Felicia filmed Salesforce Admin Certification training courses for ITPRO.TV. In her time off, she enjoys quality time with her two young boys: Michael and Ayden.
Rachelle Hoffman is the chief technology officer of Cloud Creations, Inc., a full-service Salesforce consulting and implementation firm in Los Angeles. Her years of experience on the Salesforce platform include the retail and business services industries. Her marquee clients include Southern California Edison, Smart & Final, Paramount Pictures, and other Fortune 500 Cloud Creations clients.
Rachelle Hoffman is the chief technology officer of Cloud Creations, Inc., a full-service Salesforce consulting and implementation firm in Los Angeles. Her years of experience on the Salesforce platform include the retail and business services industries. Her marquee clients include Southern California Edison, Smart & Final, Paramount Pictures, and other Fortune 500 Cloud Creations clients.
Textul de pe ultima copertă
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:
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
- LightningProcess Builder and more
- 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
Caracteristici
The first book available on Salesforce Lightning The book's no-nonsense approach helps readers find their way through the Lightning interface quickly Salesforce as a company is changing its entire product line to match the Lightning interface—there will be ongoing demand for Lightning interface guides well into future editions