salesforce lightning training for end users

If you're looking for help with Salesforce end user training, we'd love to talk.

Scenario Based Training – End users don’t need to know what all the screens and features do as much as they need to know when to use specific tools. Don’t co-opt power users just because they’re power users, and don’t expect them to put in 120% work days just to ensure your training program succeeds. You can select the frequency, days, and time.As of Summer ‘20, you can now attach .csv files (Details Only reports) and .xlsx Excel files (Formatted Report) to report subscriptions. WalkMe is an enterprise-grade solution which offers a full suite of features that are well-suited to enterprise businesses. Yet, it really doesn't have to be scary or overwhelming. For example, if the dashboard tab is not in the navigation bar and you need to access it frequently, you can simply add it. Keep in mind that several of the applications mentioned (such as macros, CTI softphone, and omni-channel) apply to support agents more than other types of users.An admin configures your apps for you and selects what objects are available in your navigation bar. Salesforce Lightning Activity management will enable sales teams to track leads, key accounts, contacts and open opportunities and what they are doing next. Salesforce adoption is directly correlated to the extent and breadth of the training offered alongside it – fail to prep users in advance, and you’ll end up with an organization that’s half … Download and customize to align with your unique business needs to guide your team in Salesforce. There are many ways to customize the navigation bar and prioritize items that you frequently access.The App Launcher recently got an upgrade in Salesforce. u/rodney534x follow unfollow. As a creative artist with an analytical mind, his focus is to create new worlds; sometimes through words and sometimes through (meta)data. Training your end users seems like a daunting task.

The goal is to help you enhance your productivity while using Salesforce Lightning.As we approach the 5-year anniversary of the release of the Salesforce Lightning Experience (LEX), we are now working with a platform that has not only caught up with Classic but has far surpassed it in terms of available functionality and new release updates. created by rodney534x a community for 2 minutes. In conclusion, I hope these Lightning tips and tricks will help you enhance your productivity as an end user while using Salesforce Lightning. The two modules in this trail are designed to show Salesforce Classic users how to switch gears to Lightning Experience. After pinning the list view, it will open up as the default list view for that object from then on and save you several clicks each time.Another useful list view feature is the Kanban view. All Rights Reserved. While setting up the report subscription, click on Attach File, select your Export View, and save. For those of you who might be new to Salesforce, the Lightning Experience is the newer user interface (UI) on the Salesforce Platform, whereas Classic represents the old UI.

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