IntroductiontoLightningExperience

Meet the new user experience in Salesforce!LightningExperienceisanew,modernuserexperienceinSalesforce

LightningExperience SalesforceClassic

MeetthenewSalesforce Understandthepreviousexperience

IntroducingLightningExperienceFeaturesAsetofpowerfulfeaturesinanintuitive,intelligentinterfacetosupportyourbusiness

AppLauncher Home

Alerts

AccountInsights

ContactInsights

NavigationMenu

Master-DetailView

BoardView

ListViewChart

PerformanceChart

UserProfile

Notifications

Assistant

Filters

Composer

HighlightsPanel

SalesPath

QuickView

Workspace

EmailComposer

lightningexperience

Home

Performance ChartTrackyourperformancetotarget

AssistantCustomizedtoeachsalesrep,tohelpyoufocusonwhat’simportanteachday

Account InsightsGetinsightsandupdatesthathelpyoutakeactiononyourtopaccounts

Anintelligentwaytostartyourdayfast

Board

Visualize Your PipelineSeeyouropportunitiesorganizedbystage,withsubtotalsuptop

Drag and DropMovedealsbetweenstageswithclickanddrag

AlertsGetsmartalertspromptingyoutotakeactionondealsthatneedyourattention

Apowerfulwaytovisualizeandworkyourpipeline

Opportunity&LeadWorkspaces

Sales PathCustomizableguidancetosupportyoursalesprocess

ComposerCreaterecordswithease

Quick ViewHoveroverlinkstoviewdetailswithouteverleavingthepage

Highlights PanelSeeimportantinformationataglance

Action-orientedworkspacestoworkyourdealsinflight

Sales Path

CustomizableAddyourstatusesandstagesforleadsandopportunities

Guidance for SuccessProvidecoachingincontextateachstepinthesalesprocess,includinghelpfulscripts,questionstoask,andtips

Key FieldsPresentimportantdetailsuptop,withtheabilitytoedit

Helpfulguidanceandrelevantinformationateverystagetosupportyoursalesprocess

CustomizeSalesPathtosupportyoursalesprocess

Dashboards

Spanning columnsGiveachartthespaceitneedstoshowtherightdata

Flexible LayoutAddmorecomponentsinarowwithmorecolumnsavailable

Easy FiltersAddfilterswithasimple,visualinterface

Visualizeyourdatawithbeautifulchartsandaflexiblelayout

Understandingtheuserexperience

Lightning Experience and Salesforce ClassicBothexperiencesareavailableforcustomerstouse

LightningExperience SalesforceClassic

● TheuserexperienceimmediatelypredatingLightningExperienceisSalesforceClassic.● FeaturesnotyetsupportedinLightningExperienceareavailableinSalesforceClassic.● Ifyou’renotreadytomigratealluserstoLightningExperience,youcanusebothLightning

ExperienceandSalesforceClassic.

Comparison:

Comparison:

Switching Between InterfacesYoucanswitchbetweenLightningExperienceandSalesforceClassicwithease

Anyusercanswitchbetweeninterfacesondemand

Understanding your optionsRollouttoallusersorpilotwithagroupofusers

1 2 3

New Users All UsersPilot Group of Users

Ifyou’rejuststartingwithSalesforce,

startwithLightningExperience

UsePermissionSetsorProfilestorunapilotof

LightningExperience

Migrateyourentireuserpopulationatonetimeto

LightningExperience

Resources

Your free guide to learning and challenging

yourself on the Salesforce1 Platform.trailhead.salesforce.

com

Introducing Trailhead

How Existing Customizations are AffectedHowtoassessifanyexistingcustomizationsareaffectedbyLightningExperience

GettheLightningExperienceBasicsbadgeonTrailhead,whereyou’lllearnhowto:

● Conductagapanalysis● Comparethetwouserexperiences● Learnaboutwhatisn’tsupported

How to roll out Lightning ExperienceDeveloparolloutstrategyandgolivewithgreatness

GettheLightningExperienceRolloutbadgeonTrailhead,whereyou’lllearnhowto:

● GeteducatedonLightningExperience● Craftandexecutearolloutplan● Measureyourresults

• GetyourbadgesonTrailhead• ReadtheReleaseNotes

• JointheLightningExperiencegroupontheSuccessCommunity

Learn and EngageWheretolearnmoreaboutLightningExperience

Learn Engage

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