Lightning Adoption Workshop-In-A-Box

Everything You Need to Host Your Own Lightning Adoption Workshop

 

Showing Anyone How To Move To Lightning Is As Easy As 1, 2, 3

The Lightning Adoption Workshop-in-a-Box offers a series of tools to help you and others successfully transition from Salesforce Classic to Lightning Experience. Each workshop is designed to take just 30-minutes. Bring workshops to User Group Meetings, lunch-and-learns, community-led events, and more!
 
Step 1: Skill-Up for Your Workshop
In just 35 minutes, the Trailhead Workshop Basics module, brought to you by BAM!, will teach you everything you need to know about how to be a multiplier and run a successful learning event, from set up to follow up.
Step 2: Plan and Promote Your Workshop
Choose from eight Lightning Adoption Workshops — each with its own step-by-step guide and social promo card to help you get the word out.
Step 3. Get Salesforce Swag and Support
We're here to help! Whether you're looking for swag to add polish to your workshop, or have questions about this program, use the links below to reach out. 
 

Workshop Catalog

Explore available workshops below. Each comes with a step-by-step teaching guide, and most also include a comprehensive training video led by one of our product experts.

 

Elevate the Opportunity Workspace with Lightning Experience Features

Learn how to take advantage of the layouts and app builder to get the most out of Sales Cloud Lightning. Get on the fast track to configuring the Opportunity Workspace in creative new ways with standard components like Path and take advantage of key capabilities to make your workspace dynamic.

Tailor Your Case View with Lightning Experience Features

Learn how to take advantage of the layouts and app builder to get the most out of Service Cloud Lightning. Get on the fast track to configuring the Case Workspace in creative new ways with standard components like Path and take advantage of key capabilities to make your workspace dynamic and more productive with Actions.

Track Anything in Salesforce with Lightning Reports and Dashboards

Reports and dashboards in Lightning are better than ever. This 30-minute hands-on workshop will walk you through the new UI and new, only-in-Lightning features.
 

Boost Productivity with Quick Actions

Learn new ways in which you can incorporate Quick Actions in Lightning to drive productivity updating records, creating multiple records at one time and updating Global Actions to save your users time and clicks.

Boost Productivity with Console Apps

In this workshop, you will get hands on with a Console App and learn how to maximize user productivity through features like Console navigation, Quick Text and Macros.

Move JavaScript Buttons and Actions with the Lightning Configuration Converter

JavaScript Buttons is one area that needs to be addressed prior to moving to Lightning Experience. Come discover the Lightning Configuration Converter to understand the manual and automated ways in which you should replace your JavaScript Buttons.
 

Get Started with the New Flow Builder

We know Flow can be intimidating. So we've partnered with Jennifer Lee, automation all-star and Lightning Champion, to help you understand what Flow is all about and to help you get started with the new Flow Builder. In this workshop, you will learn about the foundational building blocks of Flow and build your very first flow.