Connections

Salesforce Lightning

Don’t start from scratch. Migrate to Lightning in lightning speed with the Salesforce Lightning end-user training manual.

Download and learn how you can customize to surface process guidance and training directly within Salesforce Lightning.

Download manual

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.

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What our customers say

Not only is Spekit super awesome and easy to implement but the ease of use, Chrome Extension & Outlook add-on make this solution meet the needs of various learning types! And, the support is fabulous!

Nana Gregg

JLL TECHNOLOGY SOLUTIONS

I’ve honestly never seen a tool as quickly accepted and loved as Spekit was by our group – it was awesome. The only feedback our users gave was “More!” and “Why didn’t we have this when I started”?

Libby Magliolo

MANAGER, ORGANIZATIONAL HEALTH

In searching for an in-app solution for user guidance, Spekit was the clear leader early on. Their ability to connect knowledge to business outcomes, reducing the time our reps spend learning tools and processes is going to be a critical component of our growth strategy moving forward.”

Keith Jones

REVENUE OPERATIONS SYSTEMS LEAD

After purchasing and rolling out Spekit to our 450 employees in just four business days during COVID, I just couldn’t stop bragging about your “white glove” approach to Customer Service.“

Daniel Ritch

CHIEF INFORMATION OFFICER