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Learn CRM Fundamentals For Lightning Experience

This document provides an overview of Salesforce CRM fundamentals and Lightning Experience. It defines key CRM concepts like objects, records, fields and organizations. It describes standard Salesforce objects like Accounts, Contacts, Leads and Opportunities. It then introduces Lightning Experience as the modern user interface that helps sales teams work faster and smarter by providing optimized navigation, new features and interactive tools to manage opportunities, accounts and contacts. The benefits of Lightning Experience are highlighted as fast, beautiful and unique like lightning, with features that improve navigation, searching, and opportunity management.

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Adrian Espinoza
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172 views5 pages

Learn CRM Fundamentals For Lightning Experience

This document provides an overview of Salesforce CRM fundamentals and Lightning Experience. It defines key CRM concepts like objects, records, fields and organizations. It describes standard Salesforce objects like Accounts, Contacts, Leads and Opportunities. It then introduces Lightning Experience as the modern user interface that helps sales teams work faster and smarter by providing optimized navigation, new features and interactive tools to manage opportunities, accounts and contacts. The benefits of Lightning Experience are highlighted as fast, beautiful and unique like lightning, with features that improve navigation, searching, and opportunity management.

Uploaded by

Adrian Espinoza
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Learn CRM Fundamentals for Lightning Experience

https://trailhead.salesforce.com/en/content/learn/trails/crm-essentials-lightning-experience

Learn CRM Fundamentals for Lightning Experience


https://trailhead.salesforce.com/en/content/learn/trails/crm-essentials-lightning-experience

Salesforce CRM

What Is Salesforce? Salesforce is your customer success platform, designed to help you sell, service,
market, analyze, and connect with your customers.

What Is CRM? CRM stands for Customer Relationship Management. This technology allows you to
manage relationships with your customers and prospects and track data related to all of your
interactions.

How Salesforce Organizes Your Data? Salesforce organizes your data into objects and records. You can
think of objects like a tab on a spreadsheet, and a record like a single row of data.

What exactly are objects and records?

 Record An item you are tracking in your database; if your data is like a spreadsheet, then a
record is a row on the spreadsheet
 Field A place where you store a value, like a name or address; using our spreadsheet
example, a field would be a column on the spreadsheet
 Object A table in the database; in that spreadsheet example, an object is a tab on the
spreadsheet
 Org Short for “organization,” the place where all your data, configuration, and customization
lives. You and your users log in to access it. You might also hear this called “your instance of
Salesforce”
 App A set of fields, objects, permissions, and functionality to support a business process

Salesforce Standard and Custom Objects? Here are some of the core standard objects, and a
description of how each one is used.

 Accounts are the companies you’re doing business with.


 Contacts are the people who work at an Account.
 Leads are potential prospects. You haven’t yet qualified that they are ready to buy or what
product they need
 Opportunities are qualified leads that you’ve converted.

Note: When you convert the Lead, you create an Account and Contact along with the Opportunity.

Custom Object? Essentially, you’d make a form that the sales manager could fill out to request work,
and each time a form is filled out, a record is created and stored in Salesforce. But instead of storing that
record on a standard object, it’s stored on a custom object you’ve created, called “Projects.”
Now you understand the basics of Salesforce and the object model. But how do your sales reps actually
work with Leads, Opportunities, Contacts, and Accounts? They need a productive interface to help them
close more deals faster. And that’s where Lightning Experience comes in.

Introducing Lightning Experience? Lightning Experience is a modern, productive user experience


designed to help your sales team close more deals and sell faster and smarter.

 Optimized
 New features
 Flexible
 Interactive tools

Why We Built Lightning Experience?

Lightning? the kind you see during a storm.

 How fast it strikes


 How beautiful it is
 How unique each lightning bolt is

It’s fast, it’s beautiful, and it’s unique to each sales rep

General benefits:

 Navigate
 Find records

Some feature-specific benefits

 Home
 Opportunity Workspace
 Accounts and Contacts
 List Views
 Opportunity Kanban
 Reports and Dashboards

The Navigation Bar

Items and Apps for Efficient Navigation

Search for Records


Accounts & Contacts for Lightning Experience
https://trailhead.salesforce.com/en/content/learn/modules/accounts_contacts_lightning_experience?
trail_id=crm-essentials-lightning-experience

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