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Salesforce Lightning Experience Overview by Brainiate
The document provides an overview of Salesforce's Lightning Experience, highlighting its modern features and improvements over Salesforce Classic. It discusses the user interface, key functionalities such as customizable dashboards, task management, and navigation, as well as resources for learning and transitioning to Lightning Experience. Additionally, it outlines options for users to switch between the two experiences while detailing compatibility and support considerations for existing customizations.
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Salesforce Lightning Experience Overview by Brainiate
- 1.
- 2. • Introduction toLightning Experience • Understanding the user experience • Resources ‐ Where to learn more ‐ How existing customizations are impacted ‐ How to roll out Lightning Experience Objectives What you can expect from this presentation
- 3. Introduction to LightningExperience
- 4. Lightning Experience isa new, modern user experience in Salesforce Meet the new user experience in Salesforce! Lightning Experience Salesforce Classic Meet the new Salesforce Understand the previous experience
- 5. A set ofpowerful features in an intuitive, intelligent interface to support your business Introducing Lightning Experience Features App Launcher Home Alerts Account Insights Contact Insights Navigation Menu Master-Detail View Board View List View Chart Performance Chart User Profile Notifications Assistant Filters Composer Highlights Panel Sales Path Quick View Workspace Email Composer lightning experience
- 6. Home Performance Chart Track yourperformance to target Assistant Customized to each sales rep, to help you focus on what’s important each day Account Insights Get insights and updates that help you take action on your top accounts An intelligent way to start your day fast
- 7. List Views List ViewCharts Visualize your lists on the fly with a bar or donut chart Filters Anyone can add or edit a filter with a simple, visual interface Type-Ahead Search Find any list view with an easy type-ahead search feature See your data, your way, with easy filters and visualization tools
- 8. Dashboards Spanning columns Give achart the space it needs to show the right data Flexible Layout Add more components in a row with more columns available Easy Filters Add filters with a simple, visual interface Visualize your data with beautiful charts and a flexible layout
- 9. Board Visualize Your Pipeline Seeyour opportunities organized by stage, with subtotals up top Drag and Drop Move deals between stages with click and drag Alerts Get smart alerts prompting you to take action on deals that need your attention A powerful way to visualize and work your pipeline
- 10. Opportunity & LeadWorkspaces Sales Path Customizable guidance to support your sales process Composer Create records with ease Quick View Hover over links to view details without ever leaving the page Highlights Panel See important information at a glance Action-oriented workspaces to work your deals in flight
- 11. Sales Path Customizable Add yourstatuses and stages for leads and opportunities Guidance for Success Provide coaching in context at each step in the sales process, including helpful scripts, questions to ask, and tips Key Fields Present important details up top, with the ability to edit Helpful guidance and relevant information at every stage to support your sales process Customize Sales Path to support your sales process
- 12. Notes Autosave Never lose adetail while you compose your thoughts Rich Text Add bullets, numbered lists, or text formatting to organize your content for easy reference Relate to Multiple Records Relate a single note to an account, contact, opportunity, and more Take detailed notes and relate them to multiple records
- 13. Composer New Task Make afollow-up task on the fly New Event Quickly create a meeting request Email Compose and send an email, with rich text formatting, attachments, templates, and more Take action fast on any record
- 14. Tasks Tasks Access your tasksfrom a convenient Tasks page right from the navigation menu Master-Detail See your complete task list, and drill into any task, side- by-side Actions Edit a task, add comments, and change priority, status, and more View and update all your tasks from one place
- 15. Navigation Menu Collapsible Space-saving navigation menucan be expanded as needed Hover Hover over any icon to see the name of the object Access Drill into any object to access records, or launch the App Launcher to access other objects Navigate your way through the app with collapsible menu
- 16. Search Recent Items Drop-down listof your recently-viewed items Type-Ahead Search Potential matches for your search suggested as you type Frequently-Used Objects Search results show your most frequently used objects and top results at the top Find what you’re looking for fast
- 17. Help Menu Contextual Help Findcontextual help topics, videos, guides, and more, all in the context of the page you’re viewing Walkthroughs Get an in-app walkthrough on the topic you choose by clicking a walkthrough link Feedback Give instant feedback on Salesforce and Lightning Experience Get contextual help right in Salesforce
- 18. Understanding the userexperience
- 19. Both experiences areavailable for customers to use Lightning Experience and Salesforce Classic Lightning Experience Salesforce Classic ● The user experience immediately predating Lightning Experience is Salesforce Classic. ● Features not yet supported in Lightning Experience are available in Salesforce Classic. ● If you’re not ready to migrate all users to Lightning Experience, you can use both Lightning Experience and Salesforce Classic.
- 20. You can switchbetween Lightning Experience and Salesforce Classic with ease Switching Between Interfaces Any user can switch between interfaces on demand
- 21. Roll out toall users or pilot with a group of users Understanding your options 1 2 3 If you’re just starting with Salesforce, start with Lightning Experience Use Permission Sets or Profiles to run a pilot of Lightning Experience Migrate your entire user population at one time to Lightning Experience
- 22.
- 23. Your free guideto learning and challenging yourself on the Salesforce1 Platform. trailhead.salesforce.com Introducing Trailhead
- 24. How to assessif any existing customizations are affected by Lightning Experience How Existing Customizations are Affected Get the Lightning Experience Basics badge on Trailhead, where you’ll learn how to: ● Conduct a gap analysis ● Compare the two user experiences ● Learn about what isn’t supported See Appendix A for additional details
- 25. Develop a rolloutstrategy and go live with greatness How to roll out Lightning Experience Get the Lightning Experience Rollout badge on Trailhead, where you’ll learn how to: ● Get educated on Lightning Experience ● Craft and execute a rollout plan ● Measure your results
- 26. • Get yourbadges on Trailhead • Read the Release Notes • Join the Lightning Experience group on the Success Community Learn and Engage Where to learn more about Lightning Experience Learn Engage
- 27.
- 28. Appendix A: ComparisonCharts
- 29. Comparison Chart: Home Thisisn’t a comprehensive list of supported and unsupported features. For a more detailed list, please see the Salesforce Help. Feature Lightning Experience Salesforce Classic Performance Chart X Assistant X Account Insights X Chatter X Customizable dashboards X Tasks X X Items to Approve X Calendar X Recent Records X X Top Deals X Customizable home page components X
- 30. Comparison Chart: Accounts& Contacts Feature Lightning Experience Salesforce Classic Account Insights X Contact Insights (Closed Pilot in Winter ’16) X Highlights panel X Activity Timeline X Distinct ‘reference’ page layout X Related lists X X Notes component X X New Files X Twitter highlights X X Quick View (hover) X Granular sharing and security settings X X Collaborate X X Person Accounts X Account Teams X This isn’t a comprehensive list of supported and unsupported features. For a more detailed list, please see the Salesforce Help.
- 31. Comparison Chart: Leads& Opportunities This isn’t a comprehensive list of supported and unsupported features. For a more detailed list, please see the Salesforce Help. Feature Lightning Experience Salesforce Classic Opportunity Teams X Opportunity Splits X Add similar opportunities X Big deal alerts X Opportunities Feature Lightning Experience Salesforce Classic Find duplicate leads X Change lead owner to a queue X Lead campaign history X Create leads X X Assign leads to campaigns X Customize lead conversions via API X X Leads Feature Lightning Experience Salesforce Classic Customizable highlights panel X Sales path X Create related records in context X Quick view (hover) X Composer X X* Integrated email and templates X X Workspace template page layout X Activity timeline X Enhanced Notes X New Files X Collaborate X X Leads & Opportunities
- 32. Comparison Chart: Board Thisisn’t a comprehensive list of supported and unsupported features. For a more detailed list, please see the Salesforce Help. Feature Lightning Experience Salesforce Classic Charts X Create filters on the fly X Drag and drop X Intelligent Alerts X Type-ahead list view search X Advanced Filter Logic ((1 and 2) or 3) Sortable columns Sharing settings X* Create and edit list views X * Only list views marked as “Visible only to me” or “Visible to all users” are supported. Sharing with certain groups of users isn’t supported.
- 33. Comparison Chart: ListViews This isn’t a comprehensive list of supported and unsupported features. For a more detailed list, please see the Salesforce Help. Feature Lightning Experience Salesforce Classic Charts X Create filters on the fly X Type-ahead list view search X Advanced Filter Logic ((1 and 2) or 3) X Sortable columns X X Resizable columns X Sharing settings X* X Create and edit list views X X * Only list views marked as “Visible only to me” or “Visible to all users” are supported. Sharing with certain groups of users isn’t supported.
- 34. Comparison Chart: Reports Thisisn’t a comprehensive list of supported and unsupported features. For a more detailed list, please see the Salesforce Help. Feature Lightning Experience Salesforce Classic Create filters X Enhanced report charts X Matrix report details auto-hidden X Hide totals and subgroups from report view page X Scheduling reports X Follow reports X Report folder sharing X* X Create report folders X Report notifications X Bucket fields X X Custom summary formulas X X Joined reports X Report editing X X * You can’t set up folder sharing in Lightning Experience; however, folders viewed in Lightning Experience that were created in Salesforce Classic inherit all permissions assigned in Salesforce Classic.
- 35. Comparison Chart: Dashboards Thisisn’t a comprehensive list of supported and unsupported features. For a more detailed list, please see the Salesforce Help. Feature Lightning Experience Salesforce Classic More than 3 columns supported X Flexible layout X Schedule dashboard refresh X* X Follow dashboards X Dashboard filters X Enhanced dashboard list views X Some visualization components X * Dashboards that are already scheduled in Salesforce Classic will run as scheduled.
- 36. Comparison Chart: General Feature/ProductLightning Experience Salesforce Classic Custom objects X X Quotes X Forecasting X Territory management X Campaigns X Inline editing X Partner and Customer Community X* X Ideas Community X* X Service Cloud via Classic** X Pardot via Classic X Data.com Prospector via Classic*** X Data.com Clean via Classic X Work.com via Classic X * No community switcher in Lightning Experience ** Only cases available in Lightning Experience *** Only Reuters News Notifications and Stories in Lightning Experience This isn’t a comprehensive list of supported and unsupported features. For a more detailed list, please see the Salesforce Help.