Blog

16/10/2015

Welcome to the new Salesforce UI – Salesforce Lightning Experience

8 minute read

The biggest annual Salesforce event took place in San Francisco last month - Dreamforce '15. As many of you already know, Salesforce officially presented an absolutely new user interface for the platform - Salesforce Lightning Experience. This is the biggest change ever in the Salesforce history since its launch 16 years ago. But what is this all about?

Salesforce is the leader in CRM. It has millions of users, and all of them wanted one simple thing: a new and more modern user experience. Salesforce  listened to, studied, and considered all of the feedback, and put together a completely new CRM experience that is going to accelerate adoption and value for every Salesforce customer and end user.

Lightning is not just some new images or colors. It’s a whole new concept for the system. Not only does it claim to increase even more the efficiency of sales reps, but also to make it easier and faster than ever. The first release of Salesforce Lightning concentrates in bringing the new user interface to some of the core functions of the Sales Cloud, but the rest are following in the future!

The new Lightning Experience that is based on the Salesforce1 Platform, and it is the combination of the Lightning App Builder, Lightning Components and the new Lightning Design System. All three together create an unique value

  • User interface is a new seamless experience across all your devices
  • Building apps can be done visually with Lightning App Builder and Lightning Components
  • Lightning Design System can provide you with ready-to-go examples and best practices

Let me briefly go through a couple of new features which make Lightning so special:

Focus on right deals and close them faster

Opportunity Workspace – new Look & Feel and generally a whole new interface to perform several different actions related to your deals:

  • Create new tasks and meetings, update existing ones, log calls, send emails
  • Quick access to key-information for a deal, including key players, account, close date, amount, owner, and stage
  • Update an opportunity’s stage, close date, and amount
  • Extend Opportunity Workspace via Sales Paths and Activity Timeline​

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Process more leads and qualify them faster

  • Activity Timeline – chronological timeframe presenting all deal-related events and activities. You have an easy access to all you’ve been working on and what they still have to do, for each opportunity. Activity Timeline is available also for lead, account, contact objects and any other custom objects on which you enable activities.

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Note:

  • The Activity Timeline replaces the Open Activities and Activity History related lists​ on the detail page for objects that support activities. It means that instead of displaying Open Activities or Activity History, Lightning Experience displays the Activity Timeline.
  • You can customize the display and order of fields in the Activity Timeline
  • The Activity Timeline icons are NOT customizable

Bring your new reps quickly up to speed with guided sales process

  • Sales Path – known already from Salesforce1. To set up a sales path, you need to select the record type and the appropriate stages are automatically pulled into the sales path. After that, you need to specify the fields that need to be completed for each stage, along with some other relevant information.

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Under Lightning, the configuration area is called Guidance for Success. The aim is to deliver relevant information for each stage, such as links to chatter posts and files, tips, or policy notes.

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Understand where your deals get stuck

  • The Board – new feature that is a graphical representation of all your deals. It looks like a Scrum task board and works in a pretty similar way. Presenting all opportunities divided stage by stage, you can drag-and-drop deals from stage to stage like Scrum tasks.

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Note:
Keep in mind that The Board view presents one record type at a time. To have different record types presented you need to create new list views for every record type you want to present.Trailheads for admins and developersAs a part of preparation to new Lightning Experience, Salesforce gives you the possibility to go through new Trailhead’s paths:

  • Sales Rep Trail – Using Lightning Experience
  • Admin Trail – Starting with Lightning Experience
  • Admin Trail – Migrating to Lightning Experience
  • Developer Trail – Lightning Experience

Trailhead is an interactive learning path through the basic. The idea is to go through modules, getting more familiar with new Salesforce functionalities through the process of earning points and badges to celebrate your achievements.

When?

Lightning Experience will be generally available in Winter ‘16. It will be automatically available to be turned on by an admin in all GE+ orgs in Winter ‘16.

Note: The exception is Content Management Edition (CME) orgs and orgs with person accounts enabled.

Written by Piotr Frukacz
Pictures: Salesforce

Piotr Frukacz

Solution Architect and Developer

Fluido

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