Salesforce Lightning Templates
Migrate, onboard, and reinforce training in Salesforce Lightning in days, not months.
Spekit has partnered with experts to produce this Salesforce Lightning training templates. View available content and contact Spekit to easily customize and surface directly within your own Salesforce instance.
Salesforce Lightning 101 End-User Training Templates
Struggling with long ramp times, inaccurate data, and getting reps to follow Salesforce processes? Spekit makes it easy to reinforce training, surface best practices, and drive accountability. Customize the training within these templates and surface it within your own Salesforce instance directly beside fields, terms, picklist values, and more to maximize your Salesforce ROI.
These templates include training content for:
- How to create reports in Salesforce Lightning
A getting-started guide for creating 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 Salesforce Lightning experience.
Salesforce Lightning 101 End-User Training Template
Using Reports in Salesforce Lightning Template
Using Dashboards in Salesforce Lightning Template
Customizing Your Settings in Salesforce Lightning Template
Using List Views in Salesforce Lightning
Salesforce Classic Content Template
What our customers say
“Employees think Spekit is genius. They don’t need to hunt for answers in a giant wiki anymore — they can just use Spekit, no matter what page they’re on in Salesforce, or if they’re in Slack or a different app. They like it so much better than searching for answers in a completely separate tool.”
“Spekit reduced the rollout period for new tools, processes, and changes. Therefore, we were able to decrease the time to close and increase revenue.”
“After seeing Spekit in action, it all clicked. Of course, you should put information where the user is. Of course, you should deliver training in a way that’s quick, integrated, and simple to alter and change. It became so obvious.”
“Spekit’s true power is being able to deliver snippets of playbooks in context. If I train my head of sales to qualify, it makes more sense for him to see the process when he’s about to qualify someone. It doesn’t make a lot of sense if I have to run it through every week in a random meeting. Contextual enablement is definitely the future.”