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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.
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 difference between Salesforce classic and lightning?
- Account, Contact, Lead, and Opportunity Management
- Email Integration (Gmail, Outlook)
- Mobile App
What is lightning experience in Salesforce?
Salesforce Lightning experience is a modern, fast, and intelligent user interface built with proven Salesforce1 Mobile App technology. It combines Lightning Designing System (LDS), Lightning app builder and Lightning Components to create modern enterprise applications. Salesforce Lightning experience is a new generation productive user interface designed for Sales team and Support teams in …
Why should I move to lightning Salesforce?
So, the sleeker UI of Salesforce Lightning could have a much larger impact on user adoption than you might think. And user adoption ties directly to the ROI of any cloud platform. So if you want to get the most out of Salesforce, Lightning is your best bet.
Why do we need Salesforce lightning?
Lightning Voice It connects them to customers and prospects faster than ever by enabling voice calls directly within Sales Cloud. This means wherever you are using Salesforce, including on your mobile device, you can make and receive calls in context, while taking notes and logging these calls at the same time.
Why is Salesforce Lightning Over Classic?
Salesforce Lightning offers more functionality than Salesforce Classic, making it better overall. Lighting’s biggest benefits include a components library and app builder to support more customizability, as well as support for third-party apps.
What is the difference between lightning and Salesforce?
One of the major differences between Salesforce Classic and Salesforce Lightning is the user interface. The latter offers a much better user interface experience to its users that includes features like the drag-and-drop functionality that can be achieved without any code.
Who uses Salesforce lightning?
Salesforce Field Service Lightning is most often used by companies with >10000 employees and >1000M dollars in revenue….Who uses Salesforce Field Service Lightning?CompanyHoughton Mifflin Harcourt CoRevenue>1000MCompany Size1000-50003 more rows
What are features of Salesforce lightning?
Top Features of Salesforce LightningKanban View. This feature helps the sales representatives efficiently manage business opportunities. … An Advanced UI. … Lightning Path. … Reports and Dashboard. … Salesforce Einstein. … Activity Timeline. … Live Feeds. … Lightning Web Component or LWC.More items…•
Is Salesforce discontinuing Classic?
All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.
What is one benefit that end users get that’s unique to work in lightning experience?
The power of Lightning means you can create a user experience that improves workflow and productivity, makes jobs easier and more intuitive, even transforms your business.
Is lightning force Salesforce?
Lightning (Salesforce Lightning) is a component-based framework for app development from Salesforce.com that is designed to simplify processes for business users, who typically do not have programming experience.
What is the major difference between Salesforce Classic and Lightning?
New Design One of the major differences between the old and the new version of the salesforce is the User Interface. The Salesforce Lightning offers a better UI experience to its users as it includes features like news about key accounts and deals and performance charts, which were unavailable in the Classic version.
Why is lightning experience a more productive user interface than Salesforce Classic?
Users Expect More from Business Applications Lightning Experience is designed for action. It lets you build experiences that help your users be more productive. Take a look at the examples below. The Lightning Experience opportunity workspace helps your sales reps work their deals faster and smarter.
What is the Salesforce lightning experience?
Salesforce Lightning experience is a modern, fast, and intelligent user interface built with proven Salesforce1 Mobile App technology. It combines Lightning Designing System (LDS), Lightning app builder and Lightning Components to create modern enterprise applications.
New UI
This new modern user interface not only looks new, but it is more flexible and dynamic than the original classic layout. Increase user productivity by decreasing toggle time between screens, allowing your team members to work more efficiently and speed up time to revenue with fewer clicks.
Lightning App Builder
With Lightning App Builder you can easily customize your Lightning pages with easy drag and drop configuration. You can even customize your Home Page! Choose from a list of reusable Lightning components that can be placed throughout your org.
Sales path
Sales Path allows you to define the key stages that a Lead or Opportunity needs to go through, and highlight the important fields per stage that a sales rep needs to complete. Sales reps can now easily enter important information and move the deal through its stages to quickly close deals faster.
Kanban view
Easily manage opportunities in the new Kanban view. This view shows up to four key fields on an opportunity and allows you to drag a record to the next stage. Quickly create tasks and events directly related to the opportunity without leaving the view.
Enhanced reports, charts, and dashboards
Reports have a new design that look modern with enhanced functionality. You can even add reports to List Views! Dashboards also got a huge upgrade and are no longer restricted to three columns and will instantly refresh.
Salesforce Einstein
Salesforce has launched its newest feature called Einstein, an artificial intelligence (AI) tool to help determine companies be more predictive about their customers. Leverage Einstein to predict the quality of a lead, recommend best next steps, and even automate tasks.
Considerations
Although there are many benefits with switching to Lightning, not all functionality is supported and there are some things you will want to consider before making the switch. The below list is not an extensive list of unsupported features, but rather some items that you will want to consider before migrating to Lightning.
What is Lightning Voice for Salesforce?
Speaking of new features, Lightning Voice for Salesforce is a game-changer for salespeople. It connects them to customers and prospects faster than ever by enabling voice calls directly within Sales Cloud. This means wherever you are using Salesforce, including on your mobile device, you can make and receive calls in context, while taking notes and logging these calls at the same time. You can even choose a number that’s local to your territory.
How many Lightning ready apps are there?
There are now more than 157 Lightning ready third-party apps available in our AppExchange, all pre-vetted and pre-integrated to work in Salesforce. Lightning ready apps are designed to deliver the most consistent user experience as you move your organization to Lightning. Look for the “Lightning Ready” symbol on AppExchange and read about many of them by downloading this free ebook.
How many customers does Salesforce have?
Our singular mission at Salesforce is to help make our more than 150,000 customers successful. We know that if you engage deeply with your customers and build unique relationships with them, you will have incredible success. It’s why we built Lightning, based on your feedback, and why we continually work to improve it.
Is Salesforce1 a mobile app?
In fact, the Salesforce1 Mobile App is built on top of the Lightning Platform. Both innovations served as catalysts for the reimagined Lightning desktop experience. Any and every customization that happens there is immediately accessible on any mobile device via Salesforce1.
Why is Salesforce Lightning important?
It helps to drive product adoption and success for industries because people need the ability to take action on the go. According to Salesforce, mobile app adoption can help sales reps to maintain constant contact with leads and customers any time and hence it increases productivity.
What is Lightning App Builder?
Lightning App Builder is a completely customized experience with the feature of drag-and-drop that makes it very simple to create pages by picking components from the component library. The component library contains a large number of components, all of which can be quickly integrated with Salesforce as it is claimed by Salesforce.
Why run a Lightning readiness check?
It is recommended to run a Lightning Readiness check. It can shortlist potential unforeseen bugs or org incompatibilities you may have missed and helped your team build an even more robust Lightning migration plan.
What is Salesforce Einstein?
Salesforce Einstein, an artificial intelligence-based technology that provides deep machine learning, predictive analytics, and natural language processing. Salesforce Einstein works in the background and learns everything from data and actions to behaviors. Based on this, it presents your sales reps with recommendations, customer insights and predicts outcomes. Its researches on derived data, study patterns deeply and makes intelligent recommendations as per your specific business or team process.
Should you outline all existing processes and discuss them with each affected team before moving onto planning for deployment?
It is highly recommended to outline all existing and new processes and discuss them with each affected team before moving onto planning for deployment so that struggle during and after a lightning migration can be minimized.
Why switch to Salesforce Lightning?
It promised to maximize the productivity of sales reps, provide meaningful insights into customer data, and , ultimately, create a new way to sell.
What is Lightning App Builder?
With Lightning App Builder, you can completely customize your Salesforce experience to fit your team’s needs. The simple and intuitive drag-and-drop tool allows you to build Lightning pages in seconds by selecting components from the components library, where you’ll find pre-built Salesforce components and components built by Salesforce partners.
Sales Automation
Salesforce Lightning redefines the sales process with these two features Sales Path and Kanban View that make selling simplified with ease.
Salesforce Einstein
Salesforce Einstein, an artificial intelligence-based technology that provides deep machine learning, predictive analytics, and natural language processing. Salesforce Einstein works in the background and learns everything from data and actions to behaviors.
Lightning App Builder
Lightning App Builder is a completely customized experience with the feature of drag-and-drop that makes it very simple to create pages by picking components from the component library. The component library contains a large number of components, all of which can be quickly integrated with Salesforce as it is claimed by Salesforce.
Mobile Ready UI
Salesforce Lightning with its cross-platform UI allows a seamless shift between desktop and mobile. It helps to drive product adoption and success for industries because people need the ability to take action on the go.
Increased Productivity
Lightning comes with some of the smaller features that increase productivity. You can use the following components in Salesforce Lightning:
Set Goals for Transition
If you think Lightning functionality will enhance your business productivity, then empower your team, and it’s time to outline your strategy.
Increase understanding of this feature and set proper goals to implement this.
Streamline Workflows
It is highly recommended to outline all existing and new processes and discuss them with each affected team before moving onto planning for deployment so that struggle during and after a lightning migration can be minimized.
Why did Salesforce launch Lightning?
Salesforce had launched the Lightning platform for a particular reason and that reason was to enable its users to match up the pace with which the world is innovating. Every business has got different needs and these needs also keep on changing within no time.
What is Lightning Voice for Salesforce?
Discussing new highlights, Lightning Voice for Salesforce is a distinct advantage for sales representatives. It provides them with an interface to clients and prospects quicker than at any other time by empowering voice calls specifically inside the purview of the Sales Cloud itself. This implies wherever you are utilizing Salesforce, including your tablet, cell phone anything, you can make and receive the calls in context, while at the same time you can be taking notes and logging these calls at the very same time. You can even pick a number that is nearby to your territory.
Is Salesforce Classic still in place?
Salesforce Classic is still in place and is not going anywhere. It still provides you with all the support and functionality of a good CRM software. The major difference between the underlying architecture of Salesforce Classic and Salesforce Lighting is the factor of speed.
