After recently completing a few Lightning Experience implementations, its clear to see why users are making the switch. Although I love to cling onto any remnants of classic that I can (and continue to use it on a daily basis), for the sales and support users of the world, there are few reasons not to use Lightning. The now familiar interface gives you access to more relevant, contextualised and customisable information than it’s predecessor, that was relatively static in interface. It’s new componentized architecture means that that you can easily add a component, drop, drag and resize without danger of effecting the rest of the page.
With every release Salesforce is unveiling new features for us to toy around with, but I’ve recently realised that quite a lot of these get hidden in the various releases. Here are 4 of my favourite new Lighting features that are dead easy to implement.
Anyone that is familiar with Salesforce Lightning, will be familiar with the “Quarterly Performance” chart on the home page. It’s a great slick way to provide users with relevant data as soon as they log in, but if you are any other user than a Sales user, it’s not much use.
You can easily customise the home page for different users, showing them the most relevant information for their job function (assignment by profile). You can add a combination of different components including standard, custom (your own code), and managed (AppExchange). There are a number of great free and paid components on the AppExchange, and if you have your own in house developers then the world is your oyster with custom components. But the standard components are pretty exciting, and you can get started with them straight away.
One of the most popular components to customise is the Home Report Chart, and it only takes a few minutes! Below you can see an example of what a customised Report Chart looks like which simply points to a Salesforce Report, in addition you can see an example of a List View component.
A couple of releases ago in Spring ’17, Salesforce added the Utility Bar to the array of features you can customise on the App Manager.
The Utility Bar let’s you add a handy shortcut bar to the bottom of any Lightning App which can be customised with Components, similarly to Home Page Components, you can add standard, custom and managed.
Salesforce have graciously handed us a few great components to get started with the Utility Bar. Some of my favourite includes Notes, which gives you access to the Notes object, Filter List which gives you access to a pre-determined list view, and Recent Items. If you have access to CTI software, you can also have your screen pop here.
Previously called Sales Path and a feature that has actually been around since the dawn of Lightning Experience, we have Path. This feature allows you to add a component to selected objects which displays a business process, as well as dynamically changes key fields and static test depending on the stage. If you are familiar with the Opportunity Lightning Page (Top Image), then your familiar with the basics of Path.
Although path has been around for a while, Salesforce now allows us to add a path on the lead, campaigns, contracts, orders, and custom objects, and it’s real easy!
Above you can see an example of the Path component at work on the Opportunity page. You can see the key fields on the left which can change with each stage, as well as the guidance for success on the right. Perfect for any organisations that want to continousally educate, and ensure specific fields are filled in before progressing to the next stage.
Ok for those in the know, you got me here, you don’t even have to implement the Kanban board! Unbeknownst to some, you can actually access the intuitive Kanban board right from within your standard tab for some objects. You can currently use Kanban on Opportunties, Leads, Contracts & Knowledge Base articles.
Kanban gives you a great way for your users to visualise their records in a more intuitive manner, by grouping them by the fields that mean the most. A classic examples of this is a Kanban view grouped by Opportunity stage below. Not only can you view this data, but you can view totals, alerts (Similar to the Lightning Assistant), and also drag and drop records to a new grouping!
Similar to Path, Kanban board has been around for a while but has more recently been enabled for more objects! To start configuring Kanban, simply click on the settings “cog” on any Kanban enabled object list view, see further details here…