This blog post will introduce you to 4 highlights of Salesforce Lightning so you will be ready for the change in your Salesforce experience.
If you have used Salesforce1 mobile app, the new Salesforce Lightning User Interface will take you to familiar territory.
The good news is that Salesforce Lightning can be rolled out user-by-user, profile-by-profile, and users can be given the ability to switch back and forth between interfaces to ease the transition. Note: if your org uses Person Accounts, you can’t enable Lightning; it is not supported.
Here are 4 highlights of Salesforce Lightning, to get you started with the transition:
1. Home Page
The new Home page is a Salesperson’s eye candy, with key indicators and ability to edit your goals directly from the home screen. It is intended to show you important news about your accounts via the Account Insight feature. The new Assistant panel automatically shows overdue tasks and special alerts such as Opportunities with no activity in 30 days.
Unfortunately, it doesn’t appear this is really customizable yet.
There is a new Notes object. It can be standalone, or related to one or more objects and records. It uses rich text formatting, including bulleted and numbered lists. You can search Salesforce for just Notes and create tasks from Notes (Salesforce1 only). When used in the Lightning interface it will auto-save as you type. No more typing and having to click on “Save” frequently. The multiple object association feature may cause issues with reports and other processes which are expecting only one What and one Who.
3. List Views:
A new section in List Views allows you to visualize data with charts, a very handy feature which will save you the trouble of creating a report and a chart to visualize your list view data. Opportunity list views have a new feature to display the Opportunities in Board vs. Grid mode. It organizes them by Stage, and allows quick drag and drop, automatically recalculating the total Opportunity amounts at the top of each stage column.
The new Lightning Dashboards allow you to stretch and resize your charts. You are no longer limited to three columns. Charts can be arranged in tiles of various shapes and sizes. Lightning Dashboards can be viewed in Classic Dashboards, though the charts may look different and will align into the three column limit. Lightning Dashboards cannot be edited in the Classic interface. Likewise, Classic Dashboards will display in the Lightning interface, but you may not be satisfied with the apparent arbitrary changes to the charts.
Lightning is definitely more touchscreen-friendly, modern and intuitive, but for some who are used to seeing more data on the screen, you will find it a bit of an adjustment to have to scroll down a page or window to see some of the fields that used to be visible in the more compact Salesforce Classic page.
It is the first release and it will be evolving.
We hope you have found this information on these 4 highlights of Salesforce Lightning useful to prepare yourself and your organization for the change.
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