7 Salesforce Features #BetterInLightning to Share with Stakeholders

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Starting from the Winter ’20 release Salesforce will force Salesforce Orgs, and their users, to switch to the Salesforce Lightning Experience. There has been a big marketing campaign around this, as many webinars, tools and campaigns have been made available to support the transition, including the new badge “ItsBetterinLightning”:

In this article, I’ll show you 7 things which I think are indeed better in Lightning, and how to take advantage of them today.

1. Record Pages

Customize any record page into panels for clear visibility into details, news, Chatter, activities and whatever else you need to manage your records.

Use the Lightning App Builder to add, remove, or reorder components; this just means fewer clicks for your users to get to the important information in each record. Plus, there are more goodies to add to your pages:

  • Use Path to guide reps along the steps of a process, such as working an opportunity from a fresh lead to closing a deal. At each step, help your team succeed with specific guidance and resources.
  • Use the Activity Timeline to see open tasks, planned meetings, and accomplishments in the activity timeline on activity-enabled objects. Quickly log calls, create tasks, send emails, and more from the handy composer.

2. Home Page

You can customize your Salesforce home page on Lightning so that all your users will start the day intelligently, by being able to focus on important topics, organize appointments, monitor performance progress towards their goal, and get news on key accounts. The ‘Assistant’ gets specific about what the priority actions are, using predefined rules on latest leads and opportunities (NB: very cool, but not customizable at the moment).

This is the same as I showed you for Record Pages, standard, custom and third-party components can be used to customize the Salesforce home page.

You can also customize the page for different types of users and assign custom pages to different Salesforce Apps (an App is a collection of items, objects and pages that work together to serve a particular function or process).

3. Mobile First

The Salesforce Mobile App is built on top of the Lightning Platform. Every customization that happens in Lightning is immediately accessible on any mobile device using the App.

Use Mobile Publisher to create your own branded mobile app. Lightning Components are, by nature mobile-responsive, and Lightning App Builder lets you build pages and instantly preview them in any format.

4. Lightning App Builder

You don’t need to be a hardcore developer to build apps! The Lightning App Builder provides an easy to use interface for creating custom Lightning pages for Salesforce Lightning Experience and mobile app.

Define columns and tabs and position Lightning components exactly where you want them. Use filters to control when components appear. Lightning components are compact, configurable, and reusable elements that you can drag and drop into regions of the page in the Lightning App Builder.

5. Kanban

The Kanban view displays a visual summary for a selection of records. By seeing all your records at once, you can more effectively monitor your work and keep deals moving forward.

Switch to the Kanban view for almost any standard and custom object. Drag and drop cards to move records between Kanban columns. For opportunities, get alerts when an action is needed on a key deal (automatically set by Kanban view and at the time of writing not customizable).

6. Salesforce Outlook and Gmail Integration

Send emails through Gmail or Office 365 accounts, and relate those email messages as activities to multiple contacts, leads and users, and to a single opportunity, campaign, case, account, or person account – keeping that email message linked up and visible from where it needs to be for enriching your CRM.

Lightning Sync keeps your contacts and calendar up-to-date across Salesforce and your Office 365, Microsoft Exchange and Gmail accounts. Add custom apps directly into Outlook, using Lightning Components.

7. Lightning Snap-Ins

Built with Lightning Components, Snap-Ins allow companies to quickly integrate customer support directly into their apps and webpages. This makes it easy to reach customers effectively, right where they are, integrating Knowledge Articles, Case Management, personalized text Chat and SOS video chat in your app, seamlessly.

Summary

I hope the above features will help you convince your users and program stakeholders to adopt Lightning and avoid any switch-back to Classic. Considering that all of them are out-of-the-box, you can start testing and implementing them now, even before the switch will happen – feel the power of #ItsBetterInLightning!

*Most of the images have been reproduced from Salesforce Trailhead

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