Lightning Experience - Masterclass

What is Salesforce? What's a CRM?

What is Salesforce Lightning Experience?

Get started now!

"Where can I find Salesforce Training for End Users?"

...I get this question all the time!

Every day I hear from regular business people...the folks who are in Sales, Marketing, Customer Service and Operations.

Here's what they tell me:

  • "I'm expected to use Salesforce, yet I haven't been trained!"
  • "I'm struggling to track prospects, customers, tasks and deals in Salesforce. When I ask my manager for help...he asks me to talk to some incompetent colleague who just shrugs his shoulders at me."
  • "We used to be on Salesforce Classic...now my company rolled out Lightning Experience. No training. Nothing. I'm lost. Instead, I'm using Excel and I hate it!"
  • "I'm sick and tired of searching Google and YouTube..only to find that most of the materials I come across are for Administrators and Developers. What about the end users?!"
  • "I'm starting to worry that my Salesforce skills are impacting my career. I'm concerned!"
  • "I need to change the trajectory of my career. If I don't learn Salesforce I'll never find another job."

I hear you. I get it.

...and that's precisely why I decided to create this Salesforce Lightning Experience Masterclass!

You need coaching, hand-holding and structure. The free content that you find online through Google and YouTube is great...but most of it is geared towards Salesforce Admins and Developers.


I'm going to help you through small, focused and bite-size lessons so that you can learn how to use Salesforce Lightning Experience at your own pace, from anywhere!

Here's what we're I'm going to teach you:


  • Using Search
  • Personal Settings
  • Help Portal
  • AppExchange
  • Salesforce Trailblazer Community
  • Tabs
  • Main Screen


  • Searching for leads
  • Pulling lists of leads
  • Creating new leads
  • Updating existing leads
  • Merging duplicate leads
  • Logging tasks & calls against leads
  • Converting leads
  • Reassigning leads


  • Understanding the relationships between contacts & accounts
  • Searching for contacts & accounts
  • Pulling lists of contacts & accounts
  • Creating new contacts & accounts
  • Updating existing contacts & accounts
  • Merging duplicate contacts & accounts
  • Logging tasks & calls against contacts & accounts
  • Reassigning contacts & accounts


  • Understanding what opportunities are, and how they are different from leads, contacts and accounts
  • Searching for opportunities
  • Pulling lists of opportunities by stage, amount, close date, owner
  • Creating new opportunities
  • Adding products to opportunities
  • Working with Opportunity Teams
  • Updating existing opportunities
  • Logging tasks and calls against opportunities
  • Reassigning opportunities


  • What are campaigns?
  • Searching for campaigns
  • Pulling lists of campaigns
  • Creating new campaigns
  • Updating existing campaigns
  • Adding campaign members
  • Tracking campaign member status
  • Logging tasks and calls against campaigns
  • Linking campaigns to opportunities to track ROI
  • Reassigning campaigns


  • What are cases and why should I care?
  • Searching for cases
  • Pulling lists of cases
  • Creating new cases
  • Updating existing cases
  • Logging tasks and calls against cases
  • Reassigning cases


  • What is Chatter?
  • How is Chatter different from email?
  • Chatter visibility (Who sees it?)
  • Chatting on records
  • Chatter groups
  • Topics
  • Chatter notifications
  • Adjusting your Chatter notification preferences
  • Chatter on reports & dashboards


  • What is the difference between a report & dashboard?
  • What is the difference between a list view and a report?
  • Who sees what data?
  • Who can access my reports?
  • How to find & use existing reports & dashboards
  • How to modify existing reports & dashboards
  • Understanding report types
  • How to create new reports & dashboards
  • How to export to Excel...and why you shouldn't do it!

Class Curriculum

  Unit 1 - Navigating Salesforce
Available in days
days after you enroll
  Unit 2 - Managing Leads
Available in days
days after you enroll

Get started now!

Whether you are brand new to Salesforce, or simply new to Lightning Experience, this class is meant for new business users who need to learn how to use Salesforce to track people, deals, tasks, calls, to-dos and more.

Curriculum includes:

  • Navigating Salesforce
  • Managing Leads
  • Working with Contacts & Accounts
  • Tracking Opportunities
  • Managing Campaigns
  • Working with Cases
  • Collaborating with Chatter
  • Reports and Dashboards

  • Every course you take here is special


    🏆 Build Salesforce Confidence

    From the very first lesson, you'll be learning how to use Salesforce like a pro. Follow up with your prospects & customers like never before.

    🔍 Step-by-Step Help

    Watch the videos. Download the PDF workbooks. Ask & answer questions in our community. You'll get all the help you need, when you need it. And you're gonna love it here.

    📱 Anywhere Access

    Learn when and where you choose. Grab the beverage of your choice and dive in!

    🎧 Learn From a Pro

    I'm a Salesforce trainer, blogger, podcaster, author & MVP with over 20 years of corporate training experience.

    ☁️ Salesforce is Easy

    Truth: Learning Salesforce is all about understanding how to find the data you need quickly and easily. Give me a chance, and I'll show you exactly how easy it can be!

    💛 Made with Love

    I get why you are struggling with Salesforce. I've been there and I've helped thousands of other business professionals learn how to use Salesforce without any pain or drama.

    Get started now!

    Your Instructor

    David Giller
    David Giller
    • As an attorney, I used to practice law..helping clients navigate through difficult situations related to family law, bankruptcy and foreclosure issues.
    • I’ve stepped away from the legal profession and now I am CEO of Brainiate, a Salesforce consulting firm.
    • As a Salesforce Partner, my Brainiate team helps non-profit and for-profit organizations unleash the power of Salesforce to work more efficiently, get a 360-degree view of customers, and automate business processes.

    How did I go from practicing law to becoming a Salesforce expert?

    Through a series of bizarre and unexpected career turns, I found myself working at NBC Universal, where I managed large scale IT projects, based out of Rockefeller Center in NYC.

    After several years at NBC Universal, I moved over to GE Capital, where I inherited some responsibility for the company’s CRM (Siebel).

    While at GE Capital, a Salesforce project landed on my lap, and I before I knew it, I became known as the “Salesforce Guru” at GE Capital.

    I’ve decided to take my knowledge and expertise on the Salesforce platform and help others people solve their business problems and become Salesforce Rockstars.

    Within the last few years, I have become a recognized expert in the global Salesforce community, through my blog, webinars, podcast, ebooks, and my role as a Salesforce User Group Leader for the NYC and Northern NJ Salesforce User Groups.

    In 2016, I became a Salesforce MVP. MVPs are nominated by the Salesforce community and selected by Salesforce employees based on their expertise, generosity, leadership, and advocacy.

    I can often be found at most Salesforce events in the NYC area (and certainly at Dreamforce), either speaking publicly (sharing best practices, cool new features), or helping to staff the Salesforce event in other capacities.

    I'm looking forward to helping YOU become a Salesforce Rockstar!

    Class Curriculum

      Unit 1 - Navigating Salesforce
    Available in days
    days after you enroll
      Unit 2 - Managing Leads
    Available in days
    days after you enroll

    Get started now!