Start with these for understanding the Lightning Experience Migration Effort:ĭecide When Lightning Experience Is Right For Your Company As always, Salesforce is transparent in everything it does and provides a wealth of information to help you make enhancements and upgrade decisions. With Salesforce Lightning you will now have one interface across all platforms - smart phone, tablet, and desktop.Īs mentioned above, you can zip us a note ( or call us at (800) 375-3879, and we’ll be glad to give you an overview. Click here for more information on Lightning Experience Paths You can create Paths for Sales, Leads, Contacts, etc. Here’s an example of a Salesforce Sales Path No more spending hours trying to find the latest methodology or process. They are best practice processes that guide your team along the way. They are mini training tools that keep things consistent and top of mind. Paths are designed to help your team succeed. It’s so intuitive and easy your reps will be eager to jump into Salesforce and be part of the process.
Think about the time and effort you’ll save. These are separated by record type, and you can easily drag and drop between stages - taking action right here without leaving the board. Sales Cloud® Features Only Found in LightningĪn insanely helpful Opportunity Kanban tool shows opportunities in all stages. Now 20 might be a bit much, but you get the idea! It’s super flexible too so that you can resize individual components as you wish. But with Lightning, you can add up to 20 dashboard components in up to 9 columns. With Salesforce Classic, your dashboards are limited to three static column widths. Data that speaks volumes without them having to read and comprehend.ĭashboards Are Beautiful and More Expressive Think about all the fantastic ways you can display data that will be more meaningful to your team. Here’s an example of a custom App for Pipeline by Stage. This type of customization in Salesforce Classic means a whole lot of coding. But you can design custom record layout pages with the drag and drop fea-ture in the Lightning App Builder. There is a default record layout page already set up in Salesforce for standard objects in Lightning. With Lightning Experience there is less scrolling because the layouts are more compact and standard objects are grouped together.Ĭustom Pages Are As Easy As Drag And Drop This page was pre-scribed for you with no way to change the layout.
This will empower your users and make them even more productive.Īs an example, take the record detail page in Salesforce Classic. Lightning Experience allows you to create dynamic, actionable data across all types of pages. With the Lightning App Builder, you can customize home pages for different profiles.
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