Learn Salesforce Lightning : the visual guide to the Lightening UI

Front Matter ....Pages i-xvii Introducing Salesforce Lightning (Felicia Duarte, Rachelle Hoffman)....Pages 1-51 Sales Cloud Lightning (Felicia Duarte, Rachelle Hoffman)....Pages 53-101 Salesforce Service Cloud (Felicia Duarte, Rachelle Hoffman)....Pages 103-147 Lightning Apps (Felicia Duarte, Rachelle Hoffman)....Pages 149-168 Lightning Reports and Dashboards (Felicia Duarte, Rachelle Hoffman)....Pages 169-232 Collaborating (Felicia Duarte, Rachelle Hoffman)....Pages 233-277 Lightning Process Builder (Felicia Duarte, Rachelle Hoffman)....Pages 279-294 Data Management (Felicia Duarte, Rachelle Hoffman)....Pages 295-341 Security Overview (Felicia Duarte, Rachelle Hoffman)....Pages 343-366 Back Matter ....Pages 367-373 Table of Contents 4 About the Authors 10 About the Technical Reviewer 11 Foreword 12 Acknowledgments 14 Introduction 15 Chapter 1: Introducing Salesforce Lightning 16 Lightning Pages 17 Migrate to Lightning Experience 18 Migration Assistant 18 Check Readiness 21 Preview 23 Optimize with Features 25 Set Up Users 26 Rollout Approach 28 Turn It On 29 Lightning Home Page 31 Navigation Bar 32 Quarterly Performance 33 Setting a Goal 34 News 35 Assistant 37 Global Search 37 Favorites List 38 Lightning Actions 40 Help and Training 41 Setup 43 Notifications 44 View Profile 45 Users 45 Create a New User 46 Create and Edit User Information 47 Add Multiple Users 48 Deactivate a User 52 Lightning Pages 53 Create a New Lightning App 55 Company Settings 60 Company Information 61 Organization Detail 61 Storage Usage 61 User Licenses 62 Permission Set Licenses 63 Feature Set Licenses 63 Usage-Based Entitlements (BETA) Licenses 63 Fiscal Year 63 Modify Fiscal Year: Standard 64 Business Hours 65 Summary 66 Chapter 2: Sales Cloud Lightning 67 Lead Management 68 Lead Conversion 68 Understand the Lead Page 68 Create a Lead 74 How to Convert a Lead 77 Accounts and Contacts 79 Accounts 80 Create a New Account 80 Contacts 81 List Views 83 Create a List View 84 Take Action on List Views 87 Kanban Feature 88 Mass Change Status 89 Create an Email Template 89 Send an Email 91 Opportunities 91 Create a New Opportunity 92 Opportunity Stage History 94 Products 94 Create a Product 95 Opportunity Products 97 Opportunity Record Page 100 Activity Timeline 100 Configuring Activity Feed 101 Create New Task 102 Create a New Event 103 Create a Web-to-Lead Form 105 Create a Web-to-Lead Autoresponse Rule 107 Create a Lead Assignment Rule 109 Create a Lead Queue 111 Create a Campaign 112 Summary 115 Chapter 3: Salesforce Service Cloud 116 Overview of Salesforce Case Management 117 Introduction to Standard Case Fields and Related Lists 117 Creating a New Case Record 125 Collaborating with Your Team on a Case Record 127 Case Automation 130 Creating Case Queues 130 Creating Case Assignment Rules 133 Creating Case Auto-Response Rules 138 Creating Case Escalation Rules 143 Setting Up Email-to-Case 149 Setting Up Web-to-Case 156 Summary 160 Chapter 4: Lightning Apps 161 Apps 161 Discover the AppExchange Marketplace 162 Choose an App 163 Price 164 Compatibility 164 App Home Page 165 Reviews 168 Provider 170 Install an App 171 Installed Packages 175 Lightning Component 176 Find a Consultant 177 Summary 180 Chapter 5: Lightning Reports and Dashboards 181 Understanding Reports and Report Features 182 Report Types 182 Creating Report Types 182 Report Formats 190 Tabular Report Formats 191 Summary Report Format 192 Matrix Report Format 193 Report Filters 194 Standard Filters 194 Accounts, Contacts, and Leads 195 Opportunities’ Standard Filter Fields 197 Case Filters 199 Campaigns 201 Field Filters 202 Filter Logic 205 Cross Filter 206 Row Limit 207 Using the Report Builder 208 Creating a Leads Report 208 Creating Contacts and Accounts Report 213 Creating an Opportunity Report 216 Creating Tabular, Summary, and Matrix Reports 220 Building a Tabular Report 222 Building a Summary Report 223 Building a Matrix Format Report 227 Summarizing Your Data 228 Adding Formulas to Reports 230 Exporting Reports 232 Creating Report Charts 234 Understanding Dashboards 238 Creating a Dashboard, Adding Dashboard Components, and Modifying Your Dashboard 238 Using Dynamic Dashboards 242 Summary 244 Chapter 6: Collaborating 245 Understanding Chatter 246 Sidebar 246 Following in Chatter 247 Bookmarking a Post 247 Creating a Stream 248 Creating Groups 249 Chatter Feed 250 Creating Posts on Your Feed 251 Creating a Post on a Record’s Feed 252 Creating Topics in Your Post 253 Creating Chatter Polls 254 Creating Chatter Questions 258 Chatter Notifications 259 Enabling Chatter Email Notifications 260 User’s Configuration for Chatter Notifications 262 Feed Tracking 266 Enabling and Customizing Feed Tracking 267 Chatter Profiles 270 Uploading Your Profile Picture 271 Editing Your Profile 273 Updating Your Header Photo 275 Salesforce Mobile App for iPhone and Android Users 278 Quick-Start Guide to Setting Up the Mobile App 279 Creating Compact Layouts 285 Summary 289 Chapter 7: Lightning Process Builder 290 Salesforce Workflow Rules vs. Process Builder 291 Process Builder: Action Types 292 Time-Dependent Actions 294 Example 294 Creating a Process Using Process Builder 295 Setting the Criteria 301 Summary 305 Chapter 8: Data Management 306 Using the Data Import Wizard 307 Preparing Your Data for an Import 308 Importing Accounts and Contacts with the Data Import Wizard 310 Importing Leads 322 Scheduling a Data Export 333 Duplicating Data Management 339 Mass Deleting Records 345 Mass Transferring Records 348 Summary 352 Chapter 9: Security Overview 353 Salesforce Security Model 354 Profiles and Permission Sets 355 Profiles 355 Profile Home Page 355 Console Settings 355 Page Layouts 356 Field-Level Security 356 App and Tab Settings 358 Record Type Settings 358 Administrative and General User Permissions 359 Object-Level Security 360 Password Policies, Login Hours, and IP Ranges 361 Assigning a Profile 362 Create a Custom Profile 362 Permission Sets 366 Record-Level Security 367 Record Ownership 367 Organization-wide Defaults 368 Private or Public? 368 Change Sharing Settings 368 Role Hierarchies 370 Creating a New Role 372 Sharing Rules 373 Public Groups 374 Creating a Public Group 374 Manual Sharing 375 Summary 376 Index 377 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. "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 managementLightning Apps on the AppExchangeLightning dashboards and reportsLightning securityLightning Process Builder and more What You'll Learn Navigate the Salesforce Lightning interfaceKnow where to go in the setup area to make customizationsCreate dynamic reports and dashboardsView Lightning on a mobile deviceTrain 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."-- Provided by publisher.