Are you ready for Lightning to strike?
20
Introduction to Lightning Experience
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Transcript of Are you ready for Lightning to strike?
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
THANKYOU
