Mastering Salesforce Lightning for High-Performance Sales Teams
You’re under pressure. Quotas are rising. Expectations are higher than ever. Your team needs to close faster, forecast smarter, and engage clients with precision-all while navigating a complex CRM that few truly command. Most Salesforce users operate at 30% capacity, missing critical features that could double their pipeline velocity. The difference between average and exceptional? Deep mastery of Salesforce Lightning, not just surface-level navigation. Mastering Salesforce Lightning for High-Performance Sales Teams is the only structured path to transform your team from Lightning users to Lightning experts-equipping them to build smarter processes, forecast with confidence, and close more deals in less time. One sales director, managing a 12-person team in SaaS, completed the programme and restructured their entire lead routing system. Within 6 weeks, their sales cycle shortened by 22% and win rates increased by 18%. All from implementing just three modules. This isn’t just about clicks and fields. It’s about strategy, automation, and insight. It’s about turning Lightning into your competitive weapon-predictable, scalable, and fully aligned with revenue outcomes. We designed this course to take you from uncertain and overwhelmed to fully in control-with systems, confidence, and a board-ready implementation plan in just 30 days. Here’s how this course is structured to help you get there.Course Format & Delivery Details Designed for maximum impact with minimal friction, Mastering Salesforce Lightning for High-Performance Sales Teams is built for global sales professionals, managers, and revenue operations leads who need results without disruption. Self-Paced. Immediate. Always Accessible.
This is a self-paced programme with on-demand access. Enrol once, and begin whenever it suits you-no fixed start dates or schedules. Most learners complete the core material in 21 to 30 hours, with tangible results visible in under two weeks. - Lifetime access to all course content, including future updates at no additional cost
- 24/7 global access from any device, with full mobile compatibility
- No time zones, no deadlines, no pressure-learn at your pace, on your terms
Instructor Support & Ongoing Guidance
You’re not alone. Each enrollee receives direct access to our expert Salesforce coaching team through a dedicated support portal. Submit questions, request feedback on Lightning configurations, or clarify workflow logic-our team provides detailed, real-world advice within 24 business hours. Certificate of Completion – Issued by The Art of Service
Upon finishing the course, you’ll earn a Certificate of Completion from The Art of Service-a globally recognised credential trusted by enterprise teams across finance, tech, and revenue organisations. This certificate validates your mastery of Salesforce Lightning and strengthens your professional credibility. Transparent Pricing, No Hidden Fees
You pay one straightforward fee. There are no subscriptions, upsells, or surprise charges. The price you see is the price you pay-complete access, forever. We accept all major payment methods, including Visa, Mastercard, and PayPal. Satisfied or Refunded – Risk-Free Enrollment
We guarantee your satisfaction. If you complete the first three modules and don’t feel confident in building, customising, or optimising Salesforce Lightning for your team’s performance, request a full refund. No questions asked. Confirmed Access, Delivered Securely
After enrolment, you’ll receive a confirmation email. Once your course materials are prepared, a separate access notification will be sent with your login details and next steps. “Will This Work for Me?” – Our Guarantee
This course works even if you’ve tried Salesforce training before and found it too technical or too vague. It works even if you’re not an admin but need to lead a team that uses Lightning daily. It works even if your org has years of legacy configurations slowing performance. Why? Because we’ve structured every lesson around real-world scenarios faced by sales leaders-not theory, but friction points like lead handoffs, stage misalignment, or reporting inaccuracies. Our graduates include CRM managers at Fortune 500 companies, sales VPs in high-growth startups, and revenue ops specialists who’ve used this course to redesign their entire sales stack. This isn’t generic training. It’s your personal roadmap to high-performance Salesforce execution-with clarity, confidence, and measurable ROI.
Module 1: Foundations of Salesforce Lightning for Sales Excellence - Understanding the Salesforce Lightning Experience vs Classic
- Key benefits of Lightning for sales productivity and pipeline visibility
- How Lightning enables faster deal progression and reduced admin time
- The role of Lightning in modern revenue operations
- Core navigation: App Launcher, Utility Bar, and Home tab
- Customising your personal Lightning layout for efficiency
- Understanding the Lightning App Builder interface
- Creating custom apps for sales-specific workflows
- Managing multiple tabs and context switching effectively
- Setting up productivity shortcuts using keyboard commands
- Best practices for mobile access and offline readiness
- Integrating personal goals with Lightning activity tracking
- Configuring global search for rapid record access
- Using Recent Items and pinned records for speed
- Managing user permissions and access levels
Module 2: Mastering the Sales Console and Tab Management - Setting up the Lightning Sales Console for high-volume teams
- Creating list views for leads, opportunities, and accounts
- Configuring split views for parallel task execution
- Tab organisation: primary, subtab, and sticky tab strategies
- Using console navigation rules to streamline workflows
- Creating custom console layouts for different user roles
- Managing multitasking without losing focus or data
- Setting up default console tabs for onboarding consistency
- Using the Highlights Panel to surface key data instantly
- Configuring Highlights Panel components for sales leaders
- Personalising Highlights Panels for AE, SDR, and manager roles
- Best practices for reducing clicks per activity
- Optimising console performance with minimal lag
- Enabling hover details for quick insights
- Training team members on console adoption using structured templates
Module 3: Customising Page Layouts for Maximum Efficiency - Anatomy of a Lightning page layout
- Section organisation: prioritising high-impact fields
- Field-level security and visibility settings
- Implementing collapsible sections to reduce clutter
- Adding custom buttons and quick actions to layouts
- Creating role-specific page layouts for SDRs and AEs
- Using dependent picklists for accurate stage progression
- Designing layouts that enforce CRM hygiene
- Moving fields based on deal stage using dynamic layouts
- Setting default values to accelerate data entry
- Using formula fields to auto-calculate key metrics
- Integrating validation rules to prevent inaccurate entries
- Standardising layout naming conventions across teams
- Testing layout changes in sandbox environments
- Documenting layout changes for audit and training purposes
Module 4: Accelerating Data Entry with Smart Actions and Automation - Understanding Lightning Actions and their strategic impact
- Creating custom actions for common sales tasks
- Adding actions to page layouts and mobile interfaces
- Using Update Record actions to move deals forward
- Creating Log a Call actions with predefined templates
- Configuring Create a Record actions for follow-up tasks
- Developing global actions accessible from any object
- Using Actions in Kanban and List views
- Automating routine updates with predefined field values
- Reducing manual entry by 40% using smart actions
- Setting up action layouts for console users
- Training reps on action usage via in-app prompts
- Measuring action adoption with usage reports
- Integrating actions with approval processes
- Designing action sequences for multi-step follow-ups
Module 5: Optimising Opportunity Management in Lightning - Structuring opportunity stages for accurate forecasting
- Configuring stage probability mapping
- Using Path to guide reps through deal progression
- Customising Path milestones with checklists and guidance
- Adding tooltips and best practice tips to each stage
- Integrating Key Fields into Path for real-time visibility
- Setting up required fields per stage to enforce compliance
- Using Kanban view to manage multiple opportunities
- Filtering opportunities by owner, stage, or close date
- Dragging and dropping deals across stages in Kanban
- Creating list views for at-risk, upcoming, and hot deals
- Linking opportunities to contracts and quotes
- Configuring Opportunity Splits for team selling
- Setting up Partner Roles on opportunities
- Using Chatter to collaborate on deal strategy
Module 6: Advanced Lead and Account Management Strategies - Setting up Lead Conversion processes in Lightning
- Mapping lead fields to account, contact, and opportunity
- Using custom lookup fields during conversion
- Automating assignment rules for rapid lead response
- Creating queuing systems for team-based lead distribution
- Using Einstein Activity Capture to auto-link emails and events
- Configuring Email-to-Case for inbound lead capture
- Building Account Hierarchies for enterprise selling
- Visualising parent-child relationships in Lightning
- Using Related Lists to surface key contacts and opportunities
- Creating custom Related Lists using Lightning components
- Adding Notes and Files directly to account records
- Using Tags for rapid categorisation and filtering
- Implementing duplicate management rules
- Training teams on consistent account naming conventions
Module 7: Building High-Value Lightning Reports and Dashboards - Navigating the Lightning Report Builder interface
- Choosing the right report type for sales data
- Applying filters to focus on active or at-risk deals
- Grouping data by owner, region, or product line
- Using summary formulas to calculate win rates
- Creating time-based trends for pipeline health
- Building funnel reports to visualise stage drop-off
- Designing forecast accuracy reports using actuals vs predicted
- Adding conditional highlighting to flag risks
- Sharing reports with managers and executives
- Setting up report subscriptions for weekly delivery
- Building dashboards with multiple report components
- Using dashboard filters for dynamic exploration
- Configuring mobile-optimised dashboards
- Training reps to self-serve using standard reports
Module 8: Implementing Process Automation with Flow - Introduction to Flow as the future of Salesforce automation
- Comparing Flow with Process Builder and Workflow Rules
- Building a Screen Flow for guided deal reviews
- Creating a Record-Triggered Flow for lead follow-up
- Using Scheduled Flows for nurturing campaigns
- Configuring Flow Interviews for real-time execution
- Adding decision elements to route actions intelligently
- Updating multiple records in a single transaction
- Using variables to store dynamic data
- Handling errors and exceptions in Flow logic
- Launching Flows from buttons, actions, or schedules
- Testing Flows in debug mode
- Documenting Flow purpose and logic for future updates
- Using Flow to enforce compliance and best practices
- Measuring Flow adoption and impact on productivity
Module 9: Automating Sales Tasks with Einstein and AI Tools - Enabling Einstein Activity Capture in your org
- Understanding how Einstein surfaces key contacts and deals
- Using Einstein Opportunity Scoring to prioritise follow-up
- Interpreting confidence scores and next best actions
- Customising scoring models for your industry
- Setting up Einstein Lead Scoring for SDR efficiency
- Integrating scoring with assignment rules
- Using Einstein Forecasting for accurate revenue prediction
- Comparing manual vs AI-driven forecasts
- Adjusting forecast categories based on AI insights
- Reviewing Forecast Categories: Omitted, Best Case, Commit
- Training managers to trust and verify AI suggestions
- Using Einstein Discovery for advanced sales insights
- Embedding predictive models into dashboards
- Auditing AI recommendations for bias and accuracy
Module 10: Advanced Lightning Component Customisation - Understanding Lightning Web Components (LWC) fundamentals
- Using App Builder to add standard components to pages
- Adding Rich Text components for coaching notes
- Using List View components to embed dynamic records
- Configuring Charts components for in-page visuals
- Adding Chatter components to encourage collaboration
- Using Related Lists to improve data access
- Adding Buttons and Links components for one-click actions
- Embedding custom HTML snippets safely
- Controlling component visibility with conditional rules
- Using public, shared, and private components appropriately
- Testing component responsiveness on desktop and mobile
- Documenting component usage standards across teams
- Integrating third-party hosted components securely
- Training admins on component governance
Module 11: Team Collaboration and Communication in Lightning - Using Chatter for real-time deal collaboration
- Posting updates with @mentions to tag stakeholders
- Creating record-specific Chatter groups for deals
- Using Polls to gather quick feedback on strategy
- Sharing files and presentations directly in Chatter
- Following records, users, and topics proactively
- Saving Chatter posts as Salesforce Notes
- Enabling email notifications for critical mentions
- Setting up automated Chatter alerts for stage changes
- Using Post Templates to standardise communication
- Training new hires using Chatter onboarding groups
- Moderating Chatter usage to prevent noise
- Archiving stale groups to maintain clarity
- Measuring engagement with Chatter analytics
- Integrating Chatter with external messaging tools
Module 12: Mobile Optimisation for On-the-Go Sales Teams - Configuring the Salesforce mobile app for Lightning
- Setting up mobile navigation menus
- Optimising page layouts for small screens
- Using mobile actions for quick updates
- Enabling offline access for field reps
- Synchronising data when reconnected
- Capturing signatures and photos via mobile
- Using voice-to-text for rapid note entry
- Creating mobile-specific list views
- Building mobile dashboards for visual insights
- Configuring push notifications for key events
- Tracking mobile adoption across the team
- Training remote reps on mobile best practices
- Securing mobile access with multi-factor authentication
- Monitoring mobile usage via login reports
Module 13: Data Integrity and CRM Governance - Establishing data quality standards for sales teams
- Using validation rules to enforce required entries
- Creating custom error messages that guide users
- Implementing required fields at critical stages
- Using lookup filters to prevent incorrect associations
- Setting up duplicate rules for accounts and contacts
- Configuring matching rules for automated detection
- Reviewing duplicate reports weekly
- Training reps on data ownership and hygiene
- Creating standard picklist values for consistency
- Using workflow rules to auto-fill common data
- Archiving inactive records to improve performance
- Running data cleanse campaigns quarterly
- Documenting data governance policies
- Appointing data stewards within sales teams
Module 14: Change Management and User Adoption Strategies - Assessing current Lightning adoption levels
- Identifying resistance points in your team
- Creating role-based training paths
- Building a Lightning Champions network
- Hosting peer-led knowledge sharing sessions
- Using release notes to communicate updates
- Running sandbox trials before rollout
- Gathering feedback through structured surveys
- Tracking adoption with login and usage reports
- Recognising high-performing users publicly
- Linking CRM usage to performance reviews
- Creating quick reference guides and FAQs
- Using tooltips and in-app guidance for learning
- Minimising disruption during transitions
- Measuring ROI of adoption initiatives
Module 15: Implementing Your High-Performance Lightning Blueprint - Conducting a Lightning maturity assessment
- Auditing existing configurations for inefficiencies
- Identifying top three bottlenecks in your sales process
- Choosing one high-impact automation to implement first
- Building a 30-day rollout plan with milestones
- Setting up a test environment for safe configuration
- Validating changes with key stakeholders
- Gathering early user feedback
- Iterating based on real-world usage
- Documenting the final configuration
- Creating a handover package for future admins
- Training your team using role-specific scenarios
- Measuring success using KPIs: time saved, accuracy, adoption
- Scaling the solution across regions or teams
- Planning for ongoing optimisation cycles
Module 16: Certification, Next Steps, and Career Advancement - Preparing for your Certificate of Completion assessment
- Reviewing key concepts from all 15 modules
- Taking the final knowledge check with detailed feedback
- Receiving your Certificate of Completion from The Art of Service
- Adding your certification to LinkedIn and professional profiles
- Accessing the exclusive alumni community
- Downloading templates, checklists, and configuration guides
- Joining monthly expert roundtables for Lightning professionals
- Exploring advanced certification pathways
- Building a portfolio of Lightning optimisations
- Negotiating promotions or new roles using your credential
- Leading Lightning initiatives in future organisations
- Staying updated with new Salesforce releases
- Contributing to best practice documentation
- Accessing career coaching resources from The Art of Service
- Understanding the Salesforce Lightning Experience vs Classic
- Key benefits of Lightning for sales productivity and pipeline visibility
- How Lightning enables faster deal progression and reduced admin time
- The role of Lightning in modern revenue operations
- Core navigation: App Launcher, Utility Bar, and Home tab
- Customising your personal Lightning layout for efficiency
- Understanding the Lightning App Builder interface
- Creating custom apps for sales-specific workflows
- Managing multiple tabs and context switching effectively
- Setting up productivity shortcuts using keyboard commands
- Best practices for mobile access and offline readiness
- Integrating personal goals with Lightning activity tracking
- Configuring global search for rapid record access
- Using Recent Items and pinned records for speed
- Managing user permissions and access levels
Module 2: Mastering the Sales Console and Tab Management - Setting up the Lightning Sales Console for high-volume teams
- Creating list views for leads, opportunities, and accounts
- Configuring split views for parallel task execution
- Tab organisation: primary, subtab, and sticky tab strategies
- Using console navigation rules to streamline workflows
- Creating custom console layouts for different user roles
- Managing multitasking without losing focus or data
- Setting up default console tabs for onboarding consistency
- Using the Highlights Panel to surface key data instantly
- Configuring Highlights Panel components for sales leaders
- Personalising Highlights Panels for AE, SDR, and manager roles
- Best practices for reducing clicks per activity
- Optimising console performance with minimal lag
- Enabling hover details for quick insights
- Training team members on console adoption using structured templates
Module 3: Customising Page Layouts for Maximum Efficiency - Anatomy of a Lightning page layout
- Section organisation: prioritising high-impact fields
- Field-level security and visibility settings
- Implementing collapsible sections to reduce clutter
- Adding custom buttons and quick actions to layouts
- Creating role-specific page layouts for SDRs and AEs
- Using dependent picklists for accurate stage progression
- Designing layouts that enforce CRM hygiene
- Moving fields based on deal stage using dynamic layouts
- Setting default values to accelerate data entry
- Using formula fields to auto-calculate key metrics
- Integrating validation rules to prevent inaccurate entries
- Standardising layout naming conventions across teams
- Testing layout changes in sandbox environments
- Documenting layout changes for audit and training purposes
Module 4: Accelerating Data Entry with Smart Actions and Automation - Understanding Lightning Actions and their strategic impact
- Creating custom actions for common sales tasks
- Adding actions to page layouts and mobile interfaces
- Using Update Record actions to move deals forward
- Creating Log a Call actions with predefined templates
- Configuring Create a Record actions for follow-up tasks
- Developing global actions accessible from any object
- Using Actions in Kanban and List views
- Automating routine updates with predefined field values
- Reducing manual entry by 40% using smart actions
- Setting up action layouts for console users
- Training reps on action usage via in-app prompts
- Measuring action adoption with usage reports
- Integrating actions with approval processes
- Designing action sequences for multi-step follow-ups
Module 5: Optimising Opportunity Management in Lightning - Structuring opportunity stages for accurate forecasting
- Configuring stage probability mapping
- Using Path to guide reps through deal progression
- Customising Path milestones with checklists and guidance
- Adding tooltips and best practice tips to each stage
- Integrating Key Fields into Path for real-time visibility
- Setting up required fields per stage to enforce compliance
- Using Kanban view to manage multiple opportunities
- Filtering opportunities by owner, stage, or close date
- Dragging and dropping deals across stages in Kanban
- Creating list views for at-risk, upcoming, and hot deals
- Linking opportunities to contracts and quotes
- Configuring Opportunity Splits for team selling
- Setting up Partner Roles on opportunities
- Using Chatter to collaborate on deal strategy
Module 6: Advanced Lead and Account Management Strategies - Setting up Lead Conversion processes in Lightning
- Mapping lead fields to account, contact, and opportunity
- Using custom lookup fields during conversion
- Automating assignment rules for rapid lead response
- Creating queuing systems for team-based lead distribution
- Using Einstein Activity Capture to auto-link emails and events
- Configuring Email-to-Case for inbound lead capture
- Building Account Hierarchies for enterprise selling
- Visualising parent-child relationships in Lightning
- Using Related Lists to surface key contacts and opportunities
- Creating custom Related Lists using Lightning components
- Adding Notes and Files directly to account records
- Using Tags for rapid categorisation and filtering
- Implementing duplicate management rules
- Training teams on consistent account naming conventions
Module 7: Building High-Value Lightning Reports and Dashboards - Navigating the Lightning Report Builder interface
- Choosing the right report type for sales data
- Applying filters to focus on active or at-risk deals
- Grouping data by owner, region, or product line
- Using summary formulas to calculate win rates
- Creating time-based trends for pipeline health
- Building funnel reports to visualise stage drop-off
- Designing forecast accuracy reports using actuals vs predicted
- Adding conditional highlighting to flag risks
- Sharing reports with managers and executives
- Setting up report subscriptions for weekly delivery
- Building dashboards with multiple report components
- Using dashboard filters for dynamic exploration
- Configuring mobile-optimised dashboards
- Training reps to self-serve using standard reports
Module 8: Implementing Process Automation with Flow - Introduction to Flow as the future of Salesforce automation
- Comparing Flow with Process Builder and Workflow Rules
- Building a Screen Flow for guided deal reviews
- Creating a Record-Triggered Flow for lead follow-up
- Using Scheduled Flows for nurturing campaigns
- Configuring Flow Interviews for real-time execution
- Adding decision elements to route actions intelligently
- Updating multiple records in a single transaction
- Using variables to store dynamic data
- Handling errors and exceptions in Flow logic
- Launching Flows from buttons, actions, or schedules
- Testing Flows in debug mode
- Documenting Flow purpose and logic for future updates
- Using Flow to enforce compliance and best practices
- Measuring Flow adoption and impact on productivity
Module 9: Automating Sales Tasks with Einstein and AI Tools - Enabling Einstein Activity Capture in your org
- Understanding how Einstein surfaces key contacts and deals
- Using Einstein Opportunity Scoring to prioritise follow-up
- Interpreting confidence scores and next best actions
- Customising scoring models for your industry
- Setting up Einstein Lead Scoring for SDR efficiency
- Integrating scoring with assignment rules
- Using Einstein Forecasting for accurate revenue prediction
- Comparing manual vs AI-driven forecasts
- Adjusting forecast categories based on AI insights
- Reviewing Forecast Categories: Omitted, Best Case, Commit
- Training managers to trust and verify AI suggestions
- Using Einstein Discovery for advanced sales insights
- Embedding predictive models into dashboards
- Auditing AI recommendations for bias and accuracy
Module 10: Advanced Lightning Component Customisation - Understanding Lightning Web Components (LWC) fundamentals
- Using App Builder to add standard components to pages
- Adding Rich Text components for coaching notes
- Using List View components to embed dynamic records
- Configuring Charts components for in-page visuals
- Adding Chatter components to encourage collaboration
- Using Related Lists to improve data access
- Adding Buttons and Links components for one-click actions
- Embedding custom HTML snippets safely
- Controlling component visibility with conditional rules
- Using public, shared, and private components appropriately
- Testing component responsiveness on desktop and mobile
- Documenting component usage standards across teams
- Integrating third-party hosted components securely
- Training admins on component governance
Module 11: Team Collaboration and Communication in Lightning - Using Chatter for real-time deal collaboration
- Posting updates with @mentions to tag stakeholders
- Creating record-specific Chatter groups for deals
- Using Polls to gather quick feedback on strategy
- Sharing files and presentations directly in Chatter
- Following records, users, and topics proactively
- Saving Chatter posts as Salesforce Notes
- Enabling email notifications for critical mentions
- Setting up automated Chatter alerts for stage changes
- Using Post Templates to standardise communication
- Training new hires using Chatter onboarding groups
- Moderating Chatter usage to prevent noise
- Archiving stale groups to maintain clarity
- Measuring engagement with Chatter analytics
- Integrating Chatter with external messaging tools
Module 12: Mobile Optimisation for On-the-Go Sales Teams - Configuring the Salesforce mobile app for Lightning
- Setting up mobile navigation menus
- Optimising page layouts for small screens
- Using mobile actions for quick updates
- Enabling offline access for field reps
- Synchronising data when reconnected
- Capturing signatures and photos via mobile
- Using voice-to-text for rapid note entry
- Creating mobile-specific list views
- Building mobile dashboards for visual insights
- Configuring push notifications for key events
- Tracking mobile adoption across the team
- Training remote reps on mobile best practices
- Securing mobile access with multi-factor authentication
- Monitoring mobile usage via login reports
Module 13: Data Integrity and CRM Governance - Establishing data quality standards for sales teams
- Using validation rules to enforce required entries
- Creating custom error messages that guide users
- Implementing required fields at critical stages
- Using lookup filters to prevent incorrect associations
- Setting up duplicate rules for accounts and contacts
- Configuring matching rules for automated detection
- Reviewing duplicate reports weekly
- Training reps on data ownership and hygiene
- Creating standard picklist values for consistency
- Using workflow rules to auto-fill common data
- Archiving inactive records to improve performance
- Running data cleanse campaigns quarterly
- Documenting data governance policies
- Appointing data stewards within sales teams
Module 14: Change Management and User Adoption Strategies - Assessing current Lightning adoption levels
- Identifying resistance points in your team
- Creating role-based training paths
- Building a Lightning Champions network
- Hosting peer-led knowledge sharing sessions
- Using release notes to communicate updates
- Running sandbox trials before rollout
- Gathering feedback through structured surveys
- Tracking adoption with login and usage reports
- Recognising high-performing users publicly
- Linking CRM usage to performance reviews
- Creating quick reference guides and FAQs
- Using tooltips and in-app guidance for learning
- Minimising disruption during transitions
- Measuring ROI of adoption initiatives
Module 15: Implementing Your High-Performance Lightning Blueprint - Conducting a Lightning maturity assessment
- Auditing existing configurations for inefficiencies
- Identifying top three bottlenecks in your sales process
- Choosing one high-impact automation to implement first
- Building a 30-day rollout plan with milestones
- Setting up a test environment for safe configuration
- Validating changes with key stakeholders
- Gathering early user feedback
- Iterating based on real-world usage
- Documenting the final configuration
- Creating a handover package for future admins
- Training your team using role-specific scenarios
- Measuring success using KPIs: time saved, accuracy, adoption
- Scaling the solution across regions or teams
- Planning for ongoing optimisation cycles
Module 16: Certification, Next Steps, and Career Advancement - Preparing for your Certificate of Completion assessment
- Reviewing key concepts from all 15 modules
- Taking the final knowledge check with detailed feedback
- Receiving your Certificate of Completion from The Art of Service
- Adding your certification to LinkedIn and professional profiles
- Accessing the exclusive alumni community
- Downloading templates, checklists, and configuration guides
- Joining monthly expert roundtables for Lightning professionals
- Exploring advanced certification pathways
- Building a portfolio of Lightning optimisations
- Negotiating promotions or new roles using your credential
- Leading Lightning initiatives in future organisations
- Staying updated with new Salesforce releases
- Contributing to best practice documentation
- Accessing career coaching resources from The Art of Service
- Anatomy of a Lightning page layout
- Section organisation: prioritising high-impact fields
- Field-level security and visibility settings
- Implementing collapsible sections to reduce clutter
- Adding custom buttons and quick actions to layouts
- Creating role-specific page layouts for SDRs and AEs
- Using dependent picklists for accurate stage progression
- Designing layouts that enforce CRM hygiene
- Moving fields based on deal stage using dynamic layouts
- Setting default values to accelerate data entry
- Using formula fields to auto-calculate key metrics
- Integrating validation rules to prevent inaccurate entries
- Standardising layout naming conventions across teams
- Testing layout changes in sandbox environments
- Documenting layout changes for audit and training purposes
Module 4: Accelerating Data Entry with Smart Actions and Automation - Understanding Lightning Actions and their strategic impact
- Creating custom actions for common sales tasks
- Adding actions to page layouts and mobile interfaces
- Using Update Record actions to move deals forward
- Creating Log a Call actions with predefined templates
- Configuring Create a Record actions for follow-up tasks
- Developing global actions accessible from any object
- Using Actions in Kanban and List views
- Automating routine updates with predefined field values
- Reducing manual entry by 40% using smart actions
- Setting up action layouts for console users
- Training reps on action usage via in-app prompts
- Measuring action adoption with usage reports
- Integrating actions with approval processes
- Designing action sequences for multi-step follow-ups
Module 5: Optimising Opportunity Management in Lightning - Structuring opportunity stages for accurate forecasting
- Configuring stage probability mapping
- Using Path to guide reps through deal progression
- Customising Path milestones with checklists and guidance
- Adding tooltips and best practice tips to each stage
- Integrating Key Fields into Path for real-time visibility
- Setting up required fields per stage to enforce compliance
- Using Kanban view to manage multiple opportunities
- Filtering opportunities by owner, stage, or close date
- Dragging and dropping deals across stages in Kanban
- Creating list views for at-risk, upcoming, and hot deals
- Linking opportunities to contracts and quotes
- Configuring Opportunity Splits for team selling
- Setting up Partner Roles on opportunities
- Using Chatter to collaborate on deal strategy
Module 6: Advanced Lead and Account Management Strategies - Setting up Lead Conversion processes in Lightning
- Mapping lead fields to account, contact, and opportunity
- Using custom lookup fields during conversion
- Automating assignment rules for rapid lead response
- Creating queuing systems for team-based lead distribution
- Using Einstein Activity Capture to auto-link emails and events
- Configuring Email-to-Case for inbound lead capture
- Building Account Hierarchies for enterprise selling
- Visualising parent-child relationships in Lightning
- Using Related Lists to surface key contacts and opportunities
- Creating custom Related Lists using Lightning components
- Adding Notes and Files directly to account records
- Using Tags for rapid categorisation and filtering
- Implementing duplicate management rules
- Training teams on consistent account naming conventions
Module 7: Building High-Value Lightning Reports and Dashboards - Navigating the Lightning Report Builder interface
- Choosing the right report type for sales data
- Applying filters to focus on active or at-risk deals
- Grouping data by owner, region, or product line
- Using summary formulas to calculate win rates
- Creating time-based trends for pipeline health
- Building funnel reports to visualise stage drop-off
- Designing forecast accuracy reports using actuals vs predicted
- Adding conditional highlighting to flag risks
- Sharing reports with managers and executives
- Setting up report subscriptions for weekly delivery
- Building dashboards with multiple report components
- Using dashboard filters for dynamic exploration
- Configuring mobile-optimised dashboards
- Training reps to self-serve using standard reports
Module 8: Implementing Process Automation with Flow - Introduction to Flow as the future of Salesforce automation
- Comparing Flow with Process Builder and Workflow Rules
- Building a Screen Flow for guided deal reviews
- Creating a Record-Triggered Flow for lead follow-up
- Using Scheduled Flows for nurturing campaigns
- Configuring Flow Interviews for real-time execution
- Adding decision elements to route actions intelligently
- Updating multiple records in a single transaction
- Using variables to store dynamic data
- Handling errors and exceptions in Flow logic
- Launching Flows from buttons, actions, or schedules
- Testing Flows in debug mode
- Documenting Flow purpose and logic for future updates
- Using Flow to enforce compliance and best practices
- Measuring Flow adoption and impact on productivity
Module 9: Automating Sales Tasks with Einstein and AI Tools - Enabling Einstein Activity Capture in your org
- Understanding how Einstein surfaces key contacts and deals
- Using Einstein Opportunity Scoring to prioritise follow-up
- Interpreting confidence scores and next best actions
- Customising scoring models for your industry
- Setting up Einstein Lead Scoring for SDR efficiency
- Integrating scoring with assignment rules
- Using Einstein Forecasting for accurate revenue prediction
- Comparing manual vs AI-driven forecasts
- Adjusting forecast categories based on AI insights
- Reviewing Forecast Categories: Omitted, Best Case, Commit
- Training managers to trust and verify AI suggestions
- Using Einstein Discovery for advanced sales insights
- Embedding predictive models into dashboards
- Auditing AI recommendations for bias and accuracy
Module 10: Advanced Lightning Component Customisation - Understanding Lightning Web Components (LWC) fundamentals
- Using App Builder to add standard components to pages
- Adding Rich Text components for coaching notes
- Using List View components to embed dynamic records
- Configuring Charts components for in-page visuals
- Adding Chatter components to encourage collaboration
- Using Related Lists to improve data access
- Adding Buttons and Links components for one-click actions
- Embedding custom HTML snippets safely
- Controlling component visibility with conditional rules
- Using public, shared, and private components appropriately
- Testing component responsiveness on desktop and mobile
- Documenting component usage standards across teams
- Integrating third-party hosted components securely
- Training admins on component governance
Module 11: Team Collaboration and Communication in Lightning - Using Chatter for real-time deal collaboration
- Posting updates with @mentions to tag stakeholders
- Creating record-specific Chatter groups for deals
- Using Polls to gather quick feedback on strategy
- Sharing files and presentations directly in Chatter
- Following records, users, and topics proactively
- Saving Chatter posts as Salesforce Notes
- Enabling email notifications for critical mentions
- Setting up automated Chatter alerts for stage changes
- Using Post Templates to standardise communication
- Training new hires using Chatter onboarding groups
- Moderating Chatter usage to prevent noise
- Archiving stale groups to maintain clarity
- Measuring engagement with Chatter analytics
- Integrating Chatter with external messaging tools
Module 12: Mobile Optimisation for On-the-Go Sales Teams - Configuring the Salesforce mobile app for Lightning
- Setting up mobile navigation menus
- Optimising page layouts for small screens
- Using mobile actions for quick updates
- Enabling offline access for field reps
- Synchronising data when reconnected
- Capturing signatures and photos via mobile
- Using voice-to-text for rapid note entry
- Creating mobile-specific list views
- Building mobile dashboards for visual insights
- Configuring push notifications for key events
- Tracking mobile adoption across the team
- Training remote reps on mobile best practices
- Securing mobile access with multi-factor authentication
- Monitoring mobile usage via login reports
Module 13: Data Integrity and CRM Governance - Establishing data quality standards for sales teams
- Using validation rules to enforce required entries
- Creating custom error messages that guide users
- Implementing required fields at critical stages
- Using lookup filters to prevent incorrect associations
- Setting up duplicate rules for accounts and contacts
- Configuring matching rules for automated detection
- Reviewing duplicate reports weekly
- Training reps on data ownership and hygiene
- Creating standard picklist values for consistency
- Using workflow rules to auto-fill common data
- Archiving inactive records to improve performance
- Running data cleanse campaigns quarterly
- Documenting data governance policies
- Appointing data stewards within sales teams
Module 14: Change Management and User Adoption Strategies - Assessing current Lightning adoption levels
- Identifying resistance points in your team
- Creating role-based training paths
- Building a Lightning Champions network
- Hosting peer-led knowledge sharing sessions
- Using release notes to communicate updates
- Running sandbox trials before rollout
- Gathering feedback through structured surveys
- Tracking adoption with login and usage reports
- Recognising high-performing users publicly
- Linking CRM usage to performance reviews
- Creating quick reference guides and FAQs
- Using tooltips and in-app guidance for learning
- Minimising disruption during transitions
- Measuring ROI of adoption initiatives
Module 15: Implementing Your High-Performance Lightning Blueprint - Conducting a Lightning maturity assessment
- Auditing existing configurations for inefficiencies
- Identifying top three bottlenecks in your sales process
- Choosing one high-impact automation to implement first
- Building a 30-day rollout plan with milestones
- Setting up a test environment for safe configuration
- Validating changes with key stakeholders
- Gathering early user feedback
- Iterating based on real-world usage
- Documenting the final configuration
- Creating a handover package for future admins
- Training your team using role-specific scenarios
- Measuring success using KPIs: time saved, accuracy, adoption
- Scaling the solution across regions or teams
- Planning for ongoing optimisation cycles
Module 16: Certification, Next Steps, and Career Advancement - Preparing for your Certificate of Completion assessment
- Reviewing key concepts from all 15 modules
- Taking the final knowledge check with detailed feedback
- Receiving your Certificate of Completion from The Art of Service
- Adding your certification to LinkedIn and professional profiles
- Accessing the exclusive alumni community
- Downloading templates, checklists, and configuration guides
- Joining monthly expert roundtables for Lightning professionals
- Exploring advanced certification pathways
- Building a portfolio of Lightning optimisations
- Negotiating promotions or new roles using your credential
- Leading Lightning initiatives in future organisations
- Staying updated with new Salesforce releases
- Contributing to best practice documentation
- Accessing career coaching resources from The Art of Service
- Structuring opportunity stages for accurate forecasting
- Configuring stage probability mapping
- Using Path to guide reps through deal progression
- Customising Path milestones with checklists and guidance
- Adding tooltips and best practice tips to each stage
- Integrating Key Fields into Path for real-time visibility
- Setting up required fields per stage to enforce compliance
- Using Kanban view to manage multiple opportunities
- Filtering opportunities by owner, stage, or close date
- Dragging and dropping deals across stages in Kanban
- Creating list views for at-risk, upcoming, and hot deals
- Linking opportunities to contracts and quotes
- Configuring Opportunity Splits for team selling
- Setting up Partner Roles on opportunities
- Using Chatter to collaborate on deal strategy
Module 6: Advanced Lead and Account Management Strategies - Setting up Lead Conversion processes in Lightning
- Mapping lead fields to account, contact, and opportunity
- Using custom lookup fields during conversion
- Automating assignment rules for rapid lead response
- Creating queuing systems for team-based lead distribution
- Using Einstein Activity Capture to auto-link emails and events
- Configuring Email-to-Case for inbound lead capture
- Building Account Hierarchies for enterprise selling
- Visualising parent-child relationships in Lightning
- Using Related Lists to surface key contacts and opportunities
- Creating custom Related Lists using Lightning components
- Adding Notes and Files directly to account records
- Using Tags for rapid categorisation and filtering
- Implementing duplicate management rules
- Training teams on consistent account naming conventions
Module 7: Building High-Value Lightning Reports and Dashboards - Navigating the Lightning Report Builder interface
- Choosing the right report type for sales data
- Applying filters to focus on active or at-risk deals
- Grouping data by owner, region, or product line
- Using summary formulas to calculate win rates
- Creating time-based trends for pipeline health
- Building funnel reports to visualise stage drop-off
- Designing forecast accuracy reports using actuals vs predicted
- Adding conditional highlighting to flag risks
- Sharing reports with managers and executives
- Setting up report subscriptions for weekly delivery
- Building dashboards with multiple report components
- Using dashboard filters for dynamic exploration
- Configuring mobile-optimised dashboards
- Training reps to self-serve using standard reports
Module 8: Implementing Process Automation with Flow - Introduction to Flow as the future of Salesforce automation
- Comparing Flow with Process Builder and Workflow Rules
- Building a Screen Flow for guided deal reviews
- Creating a Record-Triggered Flow for lead follow-up
- Using Scheduled Flows for nurturing campaigns
- Configuring Flow Interviews for real-time execution
- Adding decision elements to route actions intelligently
- Updating multiple records in a single transaction
- Using variables to store dynamic data
- Handling errors and exceptions in Flow logic
- Launching Flows from buttons, actions, or schedules
- Testing Flows in debug mode
- Documenting Flow purpose and logic for future updates
- Using Flow to enforce compliance and best practices
- Measuring Flow adoption and impact on productivity
Module 9: Automating Sales Tasks with Einstein and AI Tools - Enabling Einstein Activity Capture in your org
- Understanding how Einstein surfaces key contacts and deals
- Using Einstein Opportunity Scoring to prioritise follow-up
- Interpreting confidence scores and next best actions
- Customising scoring models for your industry
- Setting up Einstein Lead Scoring for SDR efficiency
- Integrating scoring with assignment rules
- Using Einstein Forecasting for accurate revenue prediction
- Comparing manual vs AI-driven forecasts
- Adjusting forecast categories based on AI insights
- Reviewing Forecast Categories: Omitted, Best Case, Commit
- Training managers to trust and verify AI suggestions
- Using Einstein Discovery for advanced sales insights
- Embedding predictive models into dashboards
- Auditing AI recommendations for bias and accuracy
Module 10: Advanced Lightning Component Customisation - Understanding Lightning Web Components (LWC) fundamentals
- Using App Builder to add standard components to pages
- Adding Rich Text components for coaching notes
- Using List View components to embed dynamic records
- Configuring Charts components for in-page visuals
- Adding Chatter components to encourage collaboration
- Using Related Lists to improve data access
- Adding Buttons and Links components for one-click actions
- Embedding custom HTML snippets safely
- Controlling component visibility with conditional rules
- Using public, shared, and private components appropriately
- Testing component responsiveness on desktop and mobile
- Documenting component usage standards across teams
- Integrating third-party hosted components securely
- Training admins on component governance
Module 11: Team Collaboration and Communication in Lightning - Using Chatter for real-time deal collaboration
- Posting updates with @mentions to tag stakeholders
- Creating record-specific Chatter groups for deals
- Using Polls to gather quick feedback on strategy
- Sharing files and presentations directly in Chatter
- Following records, users, and topics proactively
- Saving Chatter posts as Salesforce Notes
- Enabling email notifications for critical mentions
- Setting up automated Chatter alerts for stage changes
- Using Post Templates to standardise communication
- Training new hires using Chatter onboarding groups
- Moderating Chatter usage to prevent noise
- Archiving stale groups to maintain clarity
- Measuring engagement with Chatter analytics
- Integrating Chatter with external messaging tools
Module 12: Mobile Optimisation for On-the-Go Sales Teams - Configuring the Salesforce mobile app for Lightning
- Setting up mobile navigation menus
- Optimising page layouts for small screens
- Using mobile actions for quick updates
- Enabling offline access for field reps
- Synchronising data when reconnected
- Capturing signatures and photos via mobile
- Using voice-to-text for rapid note entry
- Creating mobile-specific list views
- Building mobile dashboards for visual insights
- Configuring push notifications for key events
- Tracking mobile adoption across the team
- Training remote reps on mobile best practices
- Securing mobile access with multi-factor authentication
- Monitoring mobile usage via login reports
Module 13: Data Integrity and CRM Governance - Establishing data quality standards for sales teams
- Using validation rules to enforce required entries
- Creating custom error messages that guide users
- Implementing required fields at critical stages
- Using lookup filters to prevent incorrect associations
- Setting up duplicate rules for accounts and contacts
- Configuring matching rules for automated detection
- Reviewing duplicate reports weekly
- Training reps on data ownership and hygiene
- Creating standard picklist values for consistency
- Using workflow rules to auto-fill common data
- Archiving inactive records to improve performance
- Running data cleanse campaigns quarterly
- Documenting data governance policies
- Appointing data stewards within sales teams
Module 14: Change Management and User Adoption Strategies - Assessing current Lightning adoption levels
- Identifying resistance points in your team
- Creating role-based training paths
- Building a Lightning Champions network
- Hosting peer-led knowledge sharing sessions
- Using release notes to communicate updates
- Running sandbox trials before rollout
- Gathering feedback through structured surveys
- Tracking adoption with login and usage reports
- Recognising high-performing users publicly
- Linking CRM usage to performance reviews
- Creating quick reference guides and FAQs
- Using tooltips and in-app guidance for learning
- Minimising disruption during transitions
- Measuring ROI of adoption initiatives
Module 15: Implementing Your High-Performance Lightning Blueprint - Conducting a Lightning maturity assessment
- Auditing existing configurations for inefficiencies
- Identifying top three bottlenecks in your sales process
- Choosing one high-impact automation to implement first
- Building a 30-day rollout plan with milestones
- Setting up a test environment for safe configuration
- Validating changes with key stakeholders
- Gathering early user feedback
- Iterating based on real-world usage
- Documenting the final configuration
- Creating a handover package for future admins
- Training your team using role-specific scenarios
- Measuring success using KPIs: time saved, accuracy, adoption
- Scaling the solution across regions or teams
- Planning for ongoing optimisation cycles
Module 16: Certification, Next Steps, and Career Advancement - Preparing for your Certificate of Completion assessment
- Reviewing key concepts from all 15 modules
- Taking the final knowledge check with detailed feedback
- Receiving your Certificate of Completion from The Art of Service
- Adding your certification to LinkedIn and professional profiles
- Accessing the exclusive alumni community
- Downloading templates, checklists, and configuration guides
- Joining monthly expert roundtables for Lightning professionals
- Exploring advanced certification pathways
- Building a portfolio of Lightning optimisations
- Negotiating promotions or new roles using your credential
- Leading Lightning initiatives in future organisations
- Staying updated with new Salesforce releases
- Contributing to best practice documentation
- Accessing career coaching resources from The Art of Service
- Navigating the Lightning Report Builder interface
- Choosing the right report type for sales data
- Applying filters to focus on active or at-risk deals
- Grouping data by owner, region, or product line
- Using summary formulas to calculate win rates
- Creating time-based trends for pipeline health
- Building funnel reports to visualise stage drop-off
- Designing forecast accuracy reports using actuals vs predicted
- Adding conditional highlighting to flag risks
- Sharing reports with managers and executives
- Setting up report subscriptions for weekly delivery
- Building dashboards with multiple report components
- Using dashboard filters for dynamic exploration
- Configuring mobile-optimised dashboards
- Training reps to self-serve using standard reports
Module 8: Implementing Process Automation with Flow - Introduction to Flow as the future of Salesforce automation
- Comparing Flow with Process Builder and Workflow Rules
- Building a Screen Flow for guided deal reviews
- Creating a Record-Triggered Flow for lead follow-up
- Using Scheduled Flows for nurturing campaigns
- Configuring Flow Interviews for real-time execution
- Adding decision elements to route actions intelligently
- Updating multiple records in a single transaction
- Using variables to store dynamic data
- Handling errors and exceptions in Flow logic
- Launching Flows from buttons, actions, or schedules
- Testing Flows in debug mode
- Documenting Flow purpose and logic for future updates
- Using Flow to enforce compliance and best practices
- Measuring Flow adoption and impact on productivity
Module 9: Automating Sales Tasks with Einstein and AI Tools - Enabling Einstein Activity Capture in your org
- Understanding how Einstein surfaces key contacts and deals
- Using Einstein Opportunity Scoring to prioritise follow-up
- Interpreting confidence scores and next best actions
- Customising scoring models for your industry
- Setting up Einstein Lead Scoring for SDR efficiency
- Integrating scoring with assignment rules
- Using Einstein Forecasting for accurate revenue prediction
- Comparing manual vs AI-driven forecasts
- Adjusting forecast categories based on AI insights
- Reviewing Forecast Categories: Omitted, Best Case, Commit
- Training managers to trust and verify AI suggestions
- Using Einstein Discovery for advanced sales insights
- Embedding predictive models into dashboards
- Auditing AI recommendations for bias and accuracy
Module 10: Advanced Lightning Component Customisation - Understanding Lightning Web Components (LWC) fundamentals
- Using App Builder to add standard components to pages
- Adding Rich Text components for coaching notes
- Using List View components to embed dynamic records
- Configuring Charts components for in-page visuals
- Adding Chatter components to encourage collaboration
- Using Related Lists to improve data access
- Adding Buttons and Links components for one-click actions
- Embedding custom HTML snippets safely
- Controlling component visibility with conditional rules
- Using public, shared, and private components appropriately
- Testing component responsiveness on desktop and mobile
- Documenting component usage standards across teams
- Integrating third-party hosted components securely
- Training admins on component governance
Module 11: Team Collaboration and Communication in Lightning - Using Chatter for real-time deal collaboration
- Posting updates with @mentions to tag stakeholders
- Creating record-specific Chatter groups for deals
- Using Polls to gather quick feedback on strategy
- Sharing files and presentations directly in Chatter
- Following records, users, and topics proactively
- Saving Chatter posts as Salesforce Notes
- Enabling email notifications for critical mentions
- Setting up automated Chatter alerts for stage changes
- Using Post Templates to standardise communication
- Training new hires using Chatter onboarding groups
- Moderating Chatter usage to prevent noise
- Archiving stale groups to maintain clarity
- Measuring engagement with Chatter analytics
- Integrating Chatter with external messaging tools
Module 12: Mobile Optimisation for On-the-Go Sales Teams - Configuring the Salesforce mobile app for Lightning
- Setting up mobile navigation menus
- Optimising page layouts for small screens
- Using mobile actions for quick updates
- Enabling offline access for field reps
- Synchronising data when reconnected
- Capturing signatures and photos via mobile
- Using voice-to-text for rapid note entry
- Creating mobile-specific list views
- Building mobile dashboards for visual insights
- Configuring push notifications for key events
- Tracking mobile adoption across the team
- Training remote reps on mobile best practices
- Securing mobile access with multi-factor authentication
- Monitoring mobile usage via login reports
Module 13: Data Integrity and CRM Governance - Establishing data quality standards for sales teams
- Using validation rules to enforce required entries
- Creating custom error messages that guide users
- Implementing required fields at critical stages
- Using lookup filters to prevent incorrect associations
- Setting up duplicate rules for accounts and contacts
- Configuring matching rules for automated detection
- Reviewing duplicate reports weekly
- Training reps on data ownership and hygiene
- Creating standard picklist values for consistency
- Using workflow rules to auto-fill common data
- Archiving inactive records to improve performance
- Running data cleanse campaigns quarterly
- Documenting data governance policies
- Appointing data stewards within sales teams
Module 14: Change Management and User Adoption Strategies - Assessing current Lightning adoption levels
- Identifying resistance points in your team
- Creating role-based training paths
- Building a Lightning Champions network
- Hosting peer-led knowledge sharing sessions
- Using release notes to communicate updates
- Running sandbox trials before rollout
- Gathering feedback through structured surveys
- Tracking adoption with login and usage reports
- Recognising high-performing users publicly
- Linking CRM usage to performance reviews
- Creating quick reference guides and FAQs
- Using tooltips and in-app guidance for learning
- Minimising disruption during transitions
- Measuring ROI of adoption initiatives
Module 15: Implementing Your High-Performance Lightning Blueprint - Conducting a Lightning maturity assessment
- Auditing existing configurations for inefficiencies
- Identifying top three bottlenecks in your sales process
- Choosing one high-impact automation to implement first
- Building a 30-day rollout plan with milestones
- Setting up a test environment for safe configuration
- Validating changes with key stakeholders
- Gathering early user feedback
- Iterating based on real-world usage
- Documenting the final configuration
- Creating a handover package for future admins
- Training your team using role-specific scenarios
- Measuring success using KPIs: time saved, accuracy, adoption
- Scaling the solution across regions or teams
- Planning for ongoing optimisation cycles
Module 16: Certification, Next Steps, and Career Advancement - Preparing for your Certificate of Completion assessment
- Reviewing key concepts from all 15 modules
- Taking the final knowledge check with detailed feedback
- Receiving your Certificate of Completion from The Art of Service
- Adding your certification to LinkedIn and professional profiles
- Accessing the exclusive alumni community
- Downloading templates, checklists, and configuration guides
- Joining monthly expert roundtables for Lightning professionals
- Exploring advanced certification pathways
- Building a portfolio of Lightning optimisations
- Negotiating promotions or new roles using your credential
- Leading Lightning initiatives in future organisations
- Staying updated with new Salesforce releases
- Contributing to best practice documentation
- Accessing career coaching resources from The Art of Service
- Enabling Einstein Activity Capture in your org
- Understanding how Einstein surfaces key contacts and deals
- Using Einstein Opportunity Scoring to prioritise follow-up
- Interpreting confidence scores and next best actions
- Customising scoring models for your industry
- Setting up Einstein Lead Scoring for SDR efficiency
- Integrating scoring with assignment rules
- Using Einstein Forecasting for accurate revenue prediction
- Comparing manual vs AI-driven forecasts
- Adjusting forecast categories based on AI insights
- Reviewing Forecast Categories: Omitted, Best Case, Commit
- Training managers to trust and verify AI suggestions
- Using Einstein Discovery for advanced sales insights
- Embedding predictive models into dashboards
- Auditing AI recommendations for bias and accuracy
Module 10: Advanced Lightning Component Customisation - Understanding Lightning Web Components (LWC) fundamentals
- Using App Builder to add standard components to pages
- Adding Rich Text components for coaching notes
- Using List View components to embed dynamic records
- Configuring Charts components for in-page visuals
- Adding Chatter components to encourage collaboration
- Using Related Lists to improve data access
- Adding Buttons and Links components for one-click actions
- Embedding custom HTML snippets safely
- Controlling component visibility with conditional rules
- Using public, shared, and private components appropriately
- Testing component responsiveness on desktop and mobile
- Documenting component usage standards across teams
- Integrating third-party hosted components securely
- Training admins on component governance
Module 11: Team Collaboration and Communication in Lightning - Using Chatter for real-time deal collaboration
- Posting updates with @mentions to tag stakeholders
- Creating record-specific Chatter groups for deals
- Using Polls to gather quick feedback on strategy
- Sharing files and presentations directly in Chatter
- Following records, users, and topics proactively
- Saving Chatter posts as Salesforce Notes
- Enabling email notifications for critical mentions
- Setting up automated Chatter alerts for stage changes
- Using Post Templates to standardise communication
- Training new hires using Chatter onboarding groups
- Moderating Chatter usage to prevent noise
- Archiving stale groups to maintain clarity
- Measuring engagement with Chatter analytics
- Integrating Chatter with external messaging tools
Module 12: Mobile Optimisation for On-the-Go Sales Teams - Configuring the Salesforce mobile app for Lightning
- Setting up mobile navigation menus
- Optimising page layouts for small screens
- Using mobile actions for quick updates
- Enabling offline access for field reps
- Synchronising data when reconnected
- Capturing signatures and photos via mobile
- Using voice-to-text for rapid note entry
- Creating mobile-specific list views
- Building mobile dashboards for visual insights
- Configuring push notifications for key events
- Tracking mobile adoption across the team
- Training remote reps on mobile best practices
- Securing mobile access with multi-factor authentication
- Monitoring mobile usage via login reports
Module 13: Data Integrity and CRM Governance - Establishing data quality standards for sales teams
- Using validation rules to enforce required entries
- Creating custom error messages that guide users
- Implementing required fields at critical stages
- Using lookup filters to prevent incorrect associations
- Setting up duplicate rules for accounts and contacts
- Configuring matching rules for automated detection
- Reviewing duplicate reports weekly
- Training reps on data ownership and hygiene
- Creating standard picklist values for consistency
- Using workflow rules to auto-fill common data
- Archiving inactive records to improve performance
- Running data cleanse campaigns quarterly
- Documenting data governance policies
- Appointing data stewards within sales teams
Module 14: Change Management and User Adoption Strategies - Assessing current Lightning adoption levels
- Identifying resistance points in your team
- Creating role-based training paths
- Building a Lightning Champions network
- Hosting peer-led knowledge sharing sessions
- Using release notes to communicate updates
- Running sandbox trials before rollout
- Gathering feedback through structured surveys
- Tracking adoption with login and usage reports
- Recognising high-performing users publicly
- Linking CRM usage to performance reviews
- Creating quick reference guides and FAQs
- Using tooltips and in-app guidance for learning
- Minimising disruption during transitions
- Measuring ROI of adoption initiatives
Module 15: Implementing Your High-Performance Lightning Blueprint - Conducting a Lightning maturity assessment
- Auditing existing configurations for inefficiencies
- Identifying top three bottlenecks in your sales process
- Choosing one high-impact automation to implement first
- Building a 30-day rollout plan with milestones
- Setting up a test environment for safe configuration
- Validating changes with key stakeholders
- Gathering early user feedback
- Iterating based on real-world usage
- Documenting the final configuration
- Creating a handover package for future admins
- Training your team using role-specific scenarios
- Measuring success using KPIs: time saved, accuracy, adoption
- Scaling the solution across regions or teams
- Planning for ongoing optimisation cycles
Module 16: Certification, Next Steps, and Career Advancement - Preparing for your Certificate of Completion assessment
- Reviewing key concepts from all 15 modules
- Taking the final knowledge check with detailed feedback
- Receiving your Certificate of Completion from The Art of Service
- Adding your certification to LinkedIn and professional profiles
- Accessing the exclusive alumni community
- Downloading templates, checklists, and configuration guides
- Joining monthly expert roundtables for Lightning professionals
- Exploring advanced certification pathways
- Building a portfolio of Lightning optimisations
- Negotiating promotions or new roles using your credential
- Leading Lightning initiatives in future organisations
- Staying updated with new Salesforce releases
- Contributing to best practice documentation
- Accessing career coaching resources from The Art of Service
- Using Chatter for real-time deal collaboration
- Posting updates with @mentions to tag stakeholders
- Creating record-specific Chatter groups for deals
- Using Polls to gather quick feedback on strategy
- Sharing files and presentations directly in Chatter
- Following records, users, and topics proactively
- Saving Chatter posts as Salesforce Notes
- Enabling email notifications for critical mentions
- Setting up automated Chatter alerts for stage changes
- Using Post Templates to standardise communication
- Training new hires using Chatter onboarding groups
- Moderating Chatter usage to prevent noise
- Archiving stale groups to maintain clarity
- Measuring engagement with Chatter analytics
- Integrating Chatter with external messaging tools
Module 12: Mobile Optimisation for On-the-Go Sales Teams - Configuring the Salesforce mobile app for Lightning
- Setting up mobile navigation menus
- Optimising page layouts for small screens
- Using mobile actions for quick updates
- Enabling offline access for field reps
- Synchronising data when reconnected
- Capturing signatures and photos via mobile
- Using voice-to-text for rapid note entry
- Creating mobile-specific list views
- Building mobile dashboards for visual insights
- Configuring push notifications for key events
- Tracking mobile adoption across the team
- Training remote reps on mobile best practices
- Securing mobile access with multi-factor authentication
- Monitoring mobile usage via login reports
Module 13: Data Integrity and CRM Governance - Establishing data quality standards for sales teams
- Using validation rules to enforce required entries
- Creating custom error messages that guide users
- Implementing required fields at critical stages
- Using lookup filters to prevent incorrect associations
- Setting up duplicate rules for accounts and contacts
- Configuring matching rules for automated detection
- Reviewing duplicate reports weekly
- Training reps on data ownership and hygiene
- Creating standard picklist values for consistency
- Using workflow rules to auto-fill common data
- Archiving inactive records to improve performance
- Running data cleanse campaigns quarterly
- Documenting data governance policies
- Appointing data stewards within sales teams
Module 14: Change Management and User Adoption Strategies - Assessing current Lightning adoption levels
- Identifying resistance points in your team
- Creating role-based training paths
- Building a Lightning Champions network
- Hosting peer-led knowledge sharing sessions
- Using release notes to communicate updates
- Running sandbox trials before rollout
- Gathering feedback through structured surveys
- Tracking adoption with login and usage reports
- Recognising high-performing users publicly
- Linking CRM usage to performance reviews
- Creating quick reference guides and FAQs
- Using tooltips and in-app guidance for learning
- Minimising disruption during transitions
- Measuring ROI of adoption initiatives
Module 15: Implementing Your High-Performance Lightning Blueprint - Conducting a Lightning maturity assessment
- Auditing existing configurations for inefficiencies
- Identifying top three bottlenecks in your sales process
- Choosing one high-impact automation to implement first
- Building a 30-day rollout plan with milestones
- Setting up a test environment for safe configuration
- Validating changes with key stakeholders
- Gathering early user feedback
- Iterating based on real-world usage
- Documenting the final configuration
- Creating a handover package for future admins
- Training your team using role-specific scenarios
- Measuring success using KPIs: time saved, accuracy, adoption
- Scaling the solution across regions or teams
- Planning for ongoing optimisation cycles
Module 16: Certification, Next Steps, and Career Advancement - Preparing for your Certificate of Completion assessment
- Reviewing key concepts from all 15 modules
- Taking the final knowledge check with detailed feedback
- Receiving your Certificate of Completion from The Art of Service
- Adding your certification to LinkedIn and professional profiles
- Accessing the exclusive alumni community
- Downloading templates, checklists, and configuration guides
- Joining monthly expert roundtables for Lightning professionals
- Exploring advanced certification pathways
- Building a portfolio of Lightning optimisations
- Negotiating promotions or new roles using your credential
- Leading Lightning initiatives in future organisations
- Staying updated with new Salesforce releases
- Contributing to best practice documentation
- Accessing career coaching resources from The Art of Service
- Establishing data quality standards for sales teams
- Using validation rules to enforce required entries
- Creating custom error messages that guide users
- Implementing required fields at critical stages
- Using lookup filters to prevent incorrect associations
- Setting up duplicate rules for accounts and contacts
- Configuring matching rules for automated detection
- Reviewing duplicate reports weekly
- Training reps on data ownership and hygiene
- Creating standard picklist values for consistency
- Using workflow rules to auto-fill common data
- Archiving inactive records to improve performance
- Running data cleanse campaigns quarterly
- Documenting data governance policies
- Appointing data stewards within sales teams
Module 14: Change Management and User Adoption Strategies - Assessing current Lightning adoption levels
- Identifying resistance points in your team
- Creating role-based training paths
- Building a Lightning Champions network
- Hosting peer-led knowledge sharing sessions
- Using release notes to communicate updates
- Running sandbox trials before rollout
- Gathering feedback through structured surveys
- Tracking adoption with login and usage reports
- Recognising high-performing users publicly
- Linking CRM usage to performance reviews
- Creating quick reference guides and FAQs
- Using tooltips and in-app guidance for learning
- Minimising disruption during transitions
- Measuring ROI of adoption initiatives
Module 15: Implementing Your High-Performance Lightning Blueprint - Conducting a Lightning maturity assessment
- Auditing existing configurations for inefficiencies
- Identifying top three bottlenecks in your sales process
- Choosing one high-impact automation to implement first
- Building a 30-day rollout plan with milestones
- Setting up a test environment for safe configuration
- Validating changes with key stakeholders
- Gathering early user feedback
- Iterating based on real-world usage
- Documenting the final configuration
- Creating a handover package for future admins
- Training your team using role-specific scenarios
- Measuring success using KPIs: time saved, accuracy, adoption
- Scaling the solution across regions or teams
- Planning for ongoing optimisation cycles
Module 16: Certification, Next Steps, and Career Advancement - Preparing for your Certificate of Completion assessment
- Reviewing key concepts from all 15 modules
- Taking the final knowledge check with detailed feedback
- Receiving your Certificate of Completion from The Art of Service
- Adding your certification to LinkedIn and professional profiles
- Accessing the exclusive alumni community
- Downloading templates, checklists, and configuration guides
- Joining monthly expert roundtables for Lightning professionals
- Exploring advanced certification pathways
- Building a portfolio of Lightning optimisations
- Negotiating promotions or new roles using your credential
- Leading Lightning initiatives in future organisations
- Staying updated with new Salesforce releases
- Contributing to best practice documentation
- Accessing career coaching resources from The Art of Service
- Conducting a Lightning maturity assessment
- Auditing existing configurations for inefficiencies
- Identifying top three bottlenecks in your sales process
- Choosing one high-impact automation to implement first
- Building a 30-day rollout plan with milestones
- Setting up a test environment for safe configuration
- Validating changes with key stakeholders
- Gathering early user feedback
- Iterating based on real-world usage
- Documenting the final configuration
- Creating a handover package for future admins
- Training your team using role-specific scenarios
- Measuring success using KPIs: time saved, accuracy, adoption
- Scaling the solution across regions or teams
- Planning for ongoing optimisation cycles