Table of Contents
How to activate Salesforce Lightning?
Set the Default Interface to Lightning Experience
- From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. …
- Select the Roll Out phase.
- Click Launch Lightning Experience to expand the stage.
- Click Switch Users next to Make Lightning Experience the default interface. …
- Click the + button next to the users you want to switch.
Why to move to Salesforce Lightning?
- Switch back to Classic
- Select the Reports tab
- Locate the reports (or dashboards) that you want to move
- Click on the report and drag and drop into the correct folder
How to get ready for Salesforce Lightning?
Get Ready to Troubleshoot
- Learning Objectives. Explain the benefits of working with unminified code. …
- Lightning Web Components Have Unique JavaScript Challenges. …
- Before You Begin. …
- Follow Along with Trail Together. …
- Set Up Your Troubleshooting Environment. …
- Open DevTools. …
- DevTools Menu. …
- Change the Location of DevTools. …
- Enable Custom Formatters. …
- Use Ignore List. …
What do you need to know about Salesforce Lightning?
Specifically, we think that:
- You should be comfortable reading and writing JavaScript. …
- It would be great if you know Apex. …
- If you’re coming to Lightning components from Visualforce, be sure to add the Apply Visualforce Skills to Lightning Components trail to your task list. …
What is lightning platform plus license?
Lightning Platform Starter and Lightning Platform Plus both contain a Salesforce Platform license and a Company Communities Permission Set License. This table shows which features are available to users granted a Salesforce Platform license and assigned the Company Communities Permission Set License.
Is Salesforce platform license free?
This is the same Platform that Enterprise and Unlimited users access. But Platform licenses are a lot less expensive. For example, the cost of a Salesforce Sales Cloud Enterprise user license is $1,800/year per license, while the license cost of a Lightning Platform Starter is $300/year per license.
What is lightning out Salesforce?
Lightning Out is a technology where one can take Lightning components built on the Force.com platform to the external applications like Sharepoint, SAP, Node apps on Heroku and many others.
What does Salesforce license include?
Each license provides more storage for Enterprise, Unlimited, and Performance Edition users. Designed for users who only need access to the Salesforce Knowledge app. This license provides access to custom objects, custom tabs, and the following standard tabs.
How does Salesforce licensing work?
Every user must have exactly one user license. You assign user permissions for data access through a profile and optionally one or more permission sets. A permission set is a convenient way to assign users specific settings and permissions to use various tools and functions.
What is difference between Salesforce license and platform license?
Salesforce licenses are designed for users who require full access to standard CRM and Force.com AppExchange apps. CRM apps are anything that requires access to Standard Objects like… Salesforce Platform licenses are designed for users who only need access to custom apps, and NOT the standard CRM functionality.
Can I use LWC outside salesforce?
Anywhere, because Lightning Web Components is now open source (https://github.com/salesforce/lwc) you can use them anywhere!
What is lightning out dependency app?
Lightning out dependency app is used for when you want to display your lightning component into VisualForce Page in Salesforce. By Clicking the Checkbox it enables you to display the lightning component into the VisualForce page.
What is force recordData?
A force:recordData component defines the parameters for accessing, modifying, or creating a record using Lightning Data Service. You have granular control on how you want to display or render the data in your custom component.
How many types of licenses are there in Salesforce?
2 Salesforce CRM licenses. 2 Salesforce Mobile licenses. 5 Salesforce Partner licenses. 10 Customer Portal Manager licenses.
How many types of Salesforce licenses are there?
Salesforce provides licenses in six different types of licenses.
What is difference between classic and lightning in Salesforce?
What is the difference between Salesforce Classic and Lightning? Salesforce Lightning has a new and improved interface whereas Classic sticks to the tried-and-trusted Salesforce formula. Lightning also comes with improved features such as an activity timeline and workplace page layouts.
Can you deploy Lightning to Salesforce?
Developing Lightning web components that you can deploy anywhere is generally the same as developing them to run within Salesforce. Everything that you know about component development still applies. The difference is how you embed your app in the remote web container, or origin server. Add Lightning Out to external apps in the form …
Can you create an app with Lightning?
Creating an app using Lightning Out is generally like creating any app with Lightning web components. However, because your components are running outside of Salesforce, there are a few issues you want to be aware of.
Does Lightning Out require authentication?
Authentication from Lightning Out. Lightning Out doesn’t handle authentication. Instead, you manually provide a Salesforce session ID or authentication token when you initialize a Lightning Out app.
Can Lightning run outside of Salesforce?
Use Lightning Out to run components outside of Salesforce servers. Whether it’s a Node.js app running on Heroku or a department server inside the firewall, add your Lightning web components to a standalone Aura dependency app. Then, run them wherever your users are.
Remote Web Container
Verify that the remote web container, or origin server, supports these requirements.
Lightning Dependency App
Create a special standalone Aura app that contains dependency information for all Lightning web components hosted on the origin server. This app is used only by Lightning Out.
Browser Third-Party Cookies
Lightning components set cookies in a user’s browser. Since Lightning Out runs Lightning components outside of Salesforce, those cookies are “third-party” cookies. Your users must allow third-party cookies in their browser settings.
Salesforce Licenses – Recap
As a recap, here are the links to all the main Enterprise licenses types, including a rather handy PDF specification/comparison sheet – just click “download the full comparison sheet” on the relevant page:
What are Platform Licenses?
Platform Starter and Platform Plus licenses offer the standard Salesforce functionality you’ve come to know and love. However, the range of standard objects and the number of custom objects are severely curtailed – e.g., barely anything sales or service-related.
Important Tips!
Contract restrictions – recreating standard objects. Salesforce is extremely clear about this. If you copy certain standard features using custom techniques, then you must pay for those standard features. The main example is Opportunities and recreating the functionality contained therein to save on cost.
Changing Salesforce Licenses
Sometimes you’ll see references to “Salesforce licenses”, which are Sales Cloud, Service Cloud or a combination thereof and sometimes to “Salesforce Platform licenses” which are the Platform Starter and Platform Plus licenses. In practical terms there’s no difference – both types have the same standard interface.
Best Practice
Keep your profiles very “bare bones” if you can, with only a few (or zero) objects. Then add in the permissions you require via permission sets (or permission set groups of course) – this enables users with different licenses to share the same permission sets.
Summary
There’s a lot of information to take in about Salesforce licenses and a lot of options. The time spent to work out your use case could have a very high ROI and unlock Salesforce for more areas of your business.
For Mobile Employees
Salesforce Field Service Lightning is designed to support any and all field service roles including field service techs, delivery professionals, home health nurses, retail associates, financial advisors, insurance agents, and others.
For Dispatchers
Salesforce Field Service Lightning allows you to assign the right field employees to the right jobs at the right time from a single, purpose-built dashboard
Field Service Lightning Plus
Salesforce Field Service Lightning Plus combines both Mobile Employee and Dispatcher along with Service Cloud and Sales Cloud.
For Contractors
You can boost the productivity of your external, third-party, and independent mobile employees.
What does Salesforce Lightning do?
Organizations can customize their Lightning interface according to their company branding, including building custom themes, logos, and colors.
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How departments can use Salesforce Lightning
Lightning provides sales teams with the ability to automate time-consuming lead nurturing tasks, including calls, emails, and meetings.
Features and benefits of Salesforce Lightning
The updated user interface of Lightning compared to Salesforce Classic provides a much more clean and straightforward experience for all users, from admins and developers to business users.
How much does Salesforce Lightning cost?
The advanced functionality and diverse range of components available in Salesforce mean that pricing can vary depending on the size of your organization, your needs from the platform, and what you choose to add on. For example, personalized support requires an additional fee of 30% of your licensing fee.
What is included in Salesforce Lightning?
Salesforce Lightning is the umbrella term for the entire Lightning suite of products and add-ons. Under that umbrella are several different instances of Salesforce, all used for various aspects and benefits that the software offers.
Does Salesforce require coding?
It depends on what you’re trying to do within the software. For admins and business users, Salesforce does not require any coding or any knowledge of coding. However, higher levels of customization within the platform and the building of custom apps will need the involvement of a developer.
Salesforce Licenses – Recap
-
As a recap, here are the links to all the main Enterprise licenses types, including a rather handy PDF specification/comparison sheet– just click “download the full comparison sheet” on the relevant page: 1. Sales Cloud 2. Service Cloud 3. Sales and Service Cloud(a combination of the two main “cloud” licenses; occasionally referred to as “CRM Light…
What Are Platform Licenses?
-
Platform Starter and Platform Plus licenses offer the standard Salesforce functionality you’ve come to know and love. However, the range of standard objects and the number of custom objects are severely curtailed – e.g., barely anything sales or service-related. Here are some examples of where the Platform licenses could be suitable: 1. Your business uses Managed Pac…
Important Tips!
- Contract restrictions – recreating standard objects. Salesforce is extremely clear about this. If you copy certain standard features using custom techniques, then you must pay for those standard fe…
- Features do change over time– you can check the date at the top of this article for when it was last updated! e.g., a license may have a certain limitation at one point in time that may be cha…
- Contract restrictions – recreating standard objects. Salesforce is extremely clear about this. If you copy certain standard features using custom techniques, then you must pay for those standard fe…
- Features do change over time– you can check the date at the top of this article for when it was last updated! e.g., a license may have a certain limitation at one point in time that may be changed…
- If you’re not sure, test it in a sandbox. You can ask your Salesforce Account Executive to get (demo) licenses enabled.
- When you change a user’s license (e.g., between “Salesforce” and “Salesforce Platform”, as we’ll see later on) all the existing Permission Sets are removed from that user. You can just r…
Changing Salesforce Licenses
-
Sometimes you’ll see references to “Salesforce licenses”, which are Sales Cloud, Service Cloud or a combination thereof and sometimes to “Salesforce Platform licenses” which are the Platform Starter and Platform Plus licenses. In practical terms there’s no difference – both types have the same standard interface. It’s just a matter of a couple of clicks to transfer users between one an…
Best Practice
-
Keep your profiles very “bare bones” if you can, with only a few (or zero) objects. Then add in the permissions you require via permission sets (or permission set groups of course)– this enables users with different licenses to share the same permission sets. It reduces the number of profiles you need keeping things relatively easy to maintain going forward as you only need to update pe…
Summary
-
There’s a lot of information to take in about Salesforce licenses and a lot of options. The time spent to work out your use case could have a very high ROI and unlock Salesforce for more areas of your business. Further reading: 1. Salesforce Licensing – Understand How Licenses Work (Trailhead) 2. A text version of the above diagram, which summarises the various features availa…