Templates

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.

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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.

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Jack Michel

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Todd Tribble

Vice President, Sales Operations and Enablement

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“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.”

Sam Choi

Head of Revenue Operations

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Templates

Salesforce Lightning Templates

Salesforce Lightning 101 End-User Training Templates

These templates include training content for:

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