Struck by (Salesforce) Lightning!
Nupur Singh
Salesforce launched something big last week! In what is being touted as the biggest reengineering in Salesforce history, Salesforce has decided to do away with its existing UI and instead introduce a redesigned Lightning Experience. Here’s a list of 9 most important things you should know about Salesforce Lightning.
1. Navigation Bar Approach
As against the older tabbed interface, Salesforce has opted to go for a navigation bar approach in the newer version, a change I feel quite overdue! This new approach enables Salesforce users to move quickly between functions, enhanced manifolds by the new Search functionality, but more on that later. Undoubtedly more attuned to a mobile and responsive UI, …show more content…
The interface is designed such that it ensures that the user gets pertinent information quickly, therefore boosting his productivity manifolds.
3. New Home Screen
Probably one of the very first changes a Salesforce user will notice is the new home screen. There is a goal chart which shows overall goal, open and closed deals. These goals have key insights to help the Sales reps and with a few clicks, they can also see their progress being reflected in the chart.
There is an Assistant section meant to bring in intelligence to the Sales Cloud, enabling the users to see assigned leads, overdue tasks, and opportunities with issues. The Assistant is capable of alerting the users as required through configured notifications.
4. A Sales dashboard just the way you want
We got what we voted for! Salesforce now comes with a 4-column dashboard, meaning we can now view open and closed sales amounts, as well the deals by closed date, resizing or moving the components in the dashboard. Talk about A-grade UX! Image Source: …show more content…
Each opportunity is now manually movable by a simple drag-and-drop interface, updating the sales forecast automatically in the process. As the icing on the cake, alerts are displayed as yellow-colored triangles for new tasks pertaining to each opportunity. Collaboration and lead management simplified like never before!
6. A brand new app store
Customers can build and deploy widgets and third party integrations built on the Lightning platform and sell it through the AppExchange. Building components was never this easy before, and if you do not have enough time to build one yourself, AppExchange provides a large number of components that will fit your need to the tee.
7. The Pipeline View
Remember how you wanted to see the progress of your deals real-time? The pipeline view turns that wish into reality, with a clear view of all opportunities at a particular stage neatly stacked, along with their business value and alerts, if any. Not only does it enable you to keep a track of opportunities at every stage, but also closely monitor the action items and the commercial value attached with
Nupur Singh
Salesforce launched something big last week! In what is being touted as the biggest reengineering in Salesforce history, Salesforce has decided to do away with its existing UI and instead introduce a redesigned Lightning Experience. Here’s a list of 9 most important things you should know about Salesforce Lightning.
1. Navigation Bar Approach
As against the older tabbed interface, Salesforce has opted to go for a navigation bar approach in the newer version, a change I feel quite overdue! This new approach enables Salesforce users to move quickly between functions, enhanced manifolds by the new Search functionality, but more on that later. Undoubtedly more attuned to a mobile and responsive UI, …show more content…
The interface is designed such that it ensures that the user gets pertinent information quickly, therefore boosting his productivity manifolds.
3. New Home Screen
Probably one of the very first changes a Salesforce user will notice is the new home screen. There is a goal chart which shows overall goal, open and closed deals. These goals have key insights to help the Sales reps and with a few clicks, they can also see their progress being reflected in the chart.
There is an Assistant section meant to bring in intelligence to the Sales Cloud, enabling the users to see assigned leads, overdue tasks, and opportunities with issues. The Assistant is capable of alerting the users as required through configured notifications.
4. A Sales dashboard just the way you want
We got what we voted for! Salesforce now comes with a 4-column dashboard, meaning we can now view open and closed sales amounts, as well the deals by closed date, resizing or moving the components in the dashboard. Talk about A-grade UX! Image Source: …show more content…
Each opportunity is now manually movable by a simple drag-and-drop interface, updating the sales forecast automatically in the process. As the icing on the cake, alerts are displayed as yellow-colored triangles for new tasks pertaining to each opportunity. Collaboration and lead management simplified like never before!
6. A brand new app store
Customers can build and deploy widgets and third party integrations built on the Lightning platform and sell it through the AppExchange. Building components was never this easy before, and if you do not have enough time to build one yourself, AppExchange provides a large number of components that will fit your need to the tee.
7. The Pipeline View
Remember how you wanted to see the progress of your deals real-time? The pipeline view turns that wish into reality, with a clear view of all opportunities at a particular stage neatly stacked, along with their business value and alerts, if any. Not only does it enable you to keep a track of opportunities at every stage, but also closely monitor the action items and the commercial value attached with