Benefits of Salesforce Lightning
- Intelligent Home Page. With a large organization, that has multiple clients the possibility of missing a deadline exists. …
- Activity Timeline. Although few features are similar to Salesforce Classic, lightning displays customers’ activity history.
- File Management. A better experience compared to classic. …
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.
Aug 7, 2016Table of Contents
How do I switch from Salesforce classic to lightning?
Supported Browsers and Devices for Lightning Experience
- Salesforce doesn’t support nonbrowser applications that embed WebView or similar controls to render content for Salesforce Classic or Lightning Experience. …
- You can’t access Lightning Experience in a mobile browser. …
- You can access Lightning Experience on iPad Safari. …
- Lightning Experience doesn’t support incognito or other private browsing modes.
How to enable Salesforce Lightning knowledge?
How do I enable lightning knowledge in Salesforce?
- From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
- If you’re new to Knowledge, enable Knowledge by selecting Yes and clicking Enable Salesforce Knowledge.
- Click OK to continue.
- On the Knowledge Settings page, click Edit.
- Select Enable Lightning Knowledge.
- Click Save.
How to create new user in Salesforce Lightning?
Salesforce Lightning: Create a New User
- Click on the Setup menu and select Users within the Administration category.
- Click on the New User button.
- Enter the first name, last name, alias, email address, username and nickname. …
- Choose a role. …
- Choose a User License. …
- Choose a Profile. …
- Set your email encoding language.
- Set your locale settings.
How to be successful with Salesforce?
- Analyze what the needs of the users are, then design, test, and develop software that meets those needs
- Design Salesforce solutions and create effective project plans. …
- Suggest new software upgrades for the customers’ existing apps, programs, and systems
What is the advantage of Salesforce lightning?
One of the major Salesforce Lightning advantages is that it is a component-based platform. In other words, you can simply integrate the components already built by the Salesforce partners and use them in your application. The best part is that you merely need to drag and drop the components to use them.
Is Salesforce lightning better than 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.
Why should I upgrade to Salesforce lightning?
By switching to Lightning, you can seize on the latest research-based, and idea exchange innovations from Salesforce. You will be able to maximize your Salesforce investment by taking advantage of each and every Lightning improvement Salesforce makes, thanks to three automatic upgrades a year.
What is the difference between Salesforce and Salesforce lightning?
Another distinction between Salesforce Classic and Lightning is that Lightning has a greater integration with Einstein AI and the ability to use Einstein AI features like forecasting, opportunity insights, and automated contacts.
Why is Salesforce lightning so slow?
Slow load times can result from devices that don’t meet Salesforce minimum technical requirements. Also, plug-ins, extensions, and excessive tabs can consume processing power and memory, degrading performance. The way your Salesforce org is configured can lead to slow performance.
Is Salesforce lightning mandatory?
While Salesforce is not forcing customers to switch to Lightning, it’s important to note that the future of the Salesforce user experience and platform is Salesforce Lightning.
Why do people migrate from lightning to Classic?
Making the switch from Classic to Lightning significantly upgrades the experience for most users. Migration offers business users several advantages. Lightning improves insights and visibility. Einstein, Salesforce’s artificial intelligence product, makes sales and marketing forecasts easier.
What is the Salesforce Lightning platform?
The Lightning Platform is an app development platform that makes building apps faster, easier, and more fun. It empowers the next generation of app creators in every corner of the business to join forces with IT and turn their ideas into working apps that transform business.
What is Salesforce lightning interface?
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.
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.
How do I switch to lightning in Salesforce?
0:001:27Switch from salesforce Classic to Lightning Experience – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd I click the drop down menu here next to my name and if your environment has been migrated toMoreAnd I click the drop down menu here next to my name and if your environment has been migrated to lightning you’ll see the option here to switch to lightning experience.
What is Apex in Salesforce?
Apex enables developers to access the Salesforce platform back-end database and client-server interfaces to create third-party SaaS applications. Apex includes an application programming interface (API) that Salesforce developers can use to access user data on the platform.
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.
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.
Sales Automation
Two words, Sales Path, and Kanban View. Salesforce Lightning redefines the sales process with these two features that make selling a walk in the park. If you’re a former sales rep or familiar with the art (read: misery) of selling, you know that’s saying something.
Salesforce Einstein
Salesforce Einstein is a mainstay in Salesforce Lightning, artificial intelligence powered by deep machine learning, predictive analytics, and natural language processing. Sounds complicated but is actually very simple. Salesforce Einstein works in the background like a diligent observer and learns everything from data and actions to behaviors.
Lightning App Builder
Lightning App Builder is that one door in Salesforce to a completely customized experience. It comes with a drag-and-drop feature that makes it very simple to create pages by picking Lightning components from the library.
Mobile Ready UI
Mobile is the future. Flexibility when it comes to work will drive product adoption and success for industries. This is because people need the ability to take action on the go. Salesforce Lightning does just that with its cross-platform UI and design that allows a seamless shift between desktop and mobile.
Increased Productivity
Lightning comes with numerous other features that massively increase productivity. These components that sit under the radar add substantially to Lightning’s importance. You can use the following components in Salesforce Lightning:
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.
