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01/

Overview of Classic and Lightning

Tour of Classic

Tour of Lightning

Ready for Lightning?

02/

Security

Profile

Permission Set

OWD

Role Hierarchy

Sharing Rules

Opportunity and Account Teams

Case Teams

Manual Sharing

Queues

Field Level Security

Creating Fields

Field History

Setup Audit Trail

03/

Opportunities

Page Layouts

Record Types

Business Processes

Guidance for Success

Products and Price Books

Quotes

04/

Service

Cases

Solutions vs Knowledge

Case Assignment Rules

Case Escalation Rules

Email to Case

Web to Case

Case Auto Response Rules

Service Console in Classic

06/

Custom Apps and Objects

Schema Builder

Object Relationships

Lookup vs Master Detail Fields

Roll Up Summary Fields

Lookup Field Filters

Trainer Application

Custom Objects

Custom Tabs

App Exchange

05/

Marketing

Campaigns

Leads

Converting Leads in Classic and LE

Adding Campaign Members

Web-To-Lead

Lead Assignment Rules

Lead Auto Response Rules

07/

Automation

Workflow

Classic Templates

Approval Process

Process Builder

08/

Database Management

Salesforce Record Ids

Data Import Wizard

Data Loader vs Data Import Wizard

External Ids

Mass Transfer

Mass Delete

Weekly Data Export

09/

Reports and List Views

List Views in Classic

Create Report Folders in Classic

Tabular Reports in Classic

Summary Reports in Classic

Bucket Fields

Charts

Summarizing

Conditional Highlighting

Report Summary Fields

Matrix Reports in Classic

Joined Reports in Classic

Custom Report Types

Report Scheduling

Subscribing

Exporting reports to Excel

10/

Dashboards

Creating Dashboard Folders in Classic

Creating Dashboards in Classic

Dashboard Scheduling and Subscribing

11/

Company Settings

Locale Settings

Business Hours

Holidays

12/

Chatter

Using Chatter

Searching by #

Using @

Configuring Chatter Settings

Chatter Feed Tracking

Following in Chatter

Chatter Groups

Streams