Salesforce Lightning 101 End-User Training Manual
Transitioning to Salesforce Lightning? Onboarding new employees? Use this guide to help your team navigate Salesforce Lightning including how to create reports, dashboards, opportunities, leads and more!
Download to view content including:
- How to create reports in Salesforce Lightning
A getting started guide for created your first Salesforce Lightning Reports
- How to create and customize views
Create unique views and customize them to your business needs.
- How to create campaigns in Salesforce Lightning
An introduction to your first Salesforce Lightning campaigns.
- How to create opportunities in Salesforce Lightning
Learn how to create opportunities, leads, convert contacts and more in the new Salesforce Lightning experience.
What our customers say
Vice President of Sales Enablement
Farm Credit Services of America
Spekit’s team of experts helped us structure and embed new product playbooks within Salesforce, keeping relevant sales content at our sales team’s fingertips. It’s so intuitive that now our teams are confident and embracing both our sales technology and sales strategies.”
Every Salesforce user needs this! I work at Salesforce as an Account Executive and I am well aware that learning how to use Salesforce can have a steep learning curve. Spekit is the perfect tool for any organization that uses Salesforce to train their employees on how to better use Salesforce for their organization.”
Senior Vice President, IT Solutions
Spekit is a key part of every new feature or business process we deploy and has dramatically reduced our onboarding and ramp up time. It’s an outstanding way to support your users, drive adoption and improve data quality.”