Salesforce Lightning Training Videos

Salesforce Experience Transition Project Overview_28 April

Learn how the Salesforce Experience Transition project was built and how it fits into CFA Institute's greater Society Technology Roadmap.

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Salesforce Lightning Training Videos

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Salesforce Transition_Partner User Experience Demo Session 1_7 February 2022

Salesforce Transition_Partner User Experience Demo Session 1_7 February 2022

Using Files/Libraries in Salesforce Lightning

Using Files/Libraries in Salesforce Lightning

Add Local Membership to Contact in Lightning

Add Local Membership to Contact in Lightning

Local Membership Reports in Lightning

Local Membership Reports in Lightning

Edit Existing Local Membership on Contact in Lightning

Edit Existing Local Membership on Contact in Lightning

Sending Email To Campaign in Salesforce Lightning

Sending Email To Campaign in Salesforce Lightning

Adding Campaigns in Salesforce Lightning

Adding Campaigns in Salesforce Lightning

Adding Contacts to Campaigns in Salesforce Lightning

Adding Contacts to Campaigns in Salesforce Lightning

Reports in Salesforce Lightning

Reports in Salesforce Lightning

Currently loaded videos are 1 through 9 of 9 total videos.