Hushhhhh...
Now a days wherever we go, everybody is discussing Lightning Lightning Lightning....
What is this Lightning, is this electrostatic discharge that occurs during a thunderstorm ?
No that Lightning is occurs in atmosphere. Then what is the Lightning Experience in Salesforce?
You really want to know what is the Lightning Experience in Salesforce then you are on right site and here are some basics which you should know about Lightning Experience.
1. Salesforce Classic
2. Lightning Experience
Every org have option to switch between these two user experience.
Then question in mind why two different user experience, what Lightning Experience and Salesforce Classic are and how they’re different ?
Salesforce Classic is the one with the Force.com App Menu and the user name, Setup, and Help links in the top right corner of the header with the seasonal Salesforce logo in the upper left corner, if you haven’t customised your org logo.
Lightning Experience is A modern, productivity improvement user experience designed to help sales representative to close their deals lightning fast.
Salesforce Lightning Experience is interactive tools which is optimized with flexible that sales reps can use to visualize data on the fly.
In one line: It`s simple user experience, personalized alerts, designed to help sales reps sell faster and an interactive assistant to help each sales rep focus on what’s important for his growth as well as growth of company.
What are the needs of sales representative in your company ?
They need to work on good data in Salesforce, good data means easily find just in time information about their prospects and customers with as few clicks as possible, so they can sell faster and smarter. And the ability to do their job, without having come to you, for every query or case or request.
Your sales reps need all these things so they can spend their time where it matters most: Selling your company’s product and crushing their numbers.
So how do you help them to get what they need?
Answer is- With the intelligent interface that helps sales reps work more naturally and close more deals faster.
Yeah It’s Lightning!
Then Explore Salesforce new user experience and learn how to enable it for your organisation.
Some are the Lightning Experience highlights:
Supported Salesforce Editions are :
It`s big decision to switch to Lightning Experience if you cannot Evaluate Your Org with the Lightning Experience Readiness Check.
Salesforce give good feature which find out what is breaking and what not in Lightning Experience Readiness Report.
Here are some steps in Salesforce Classic:
1. Go to Setup and Search for Lightning Experience Migration Assistant.
2. Click Get Started in the Migration Assistant tile.
3. On the Check Readiness tab in the Migration Assistant.
4. Click Check Readiness.
One of the biggest pain point for Salesforce developer is Custom JavaScript buttons that use a JavaScript content source aren’t supported in Lightning Experience.
But thank god! Salesforce Lightning Experience provides Alternatives to JavaScript Buttons for a great list of Lightning-friendly solutions for your JavaScript button use cases which we are going to cover in my next post.
We talk about what is supported and what not, lets see preview of your org in Lightning Experience.
Lightning Experience Migration Assistant provides Preview feature lets you explore your production org in Lightning Experience, so you can see exactly how your real data and your current customization's work in the new interface. You can see if issues in your readiness report are true problems. Test features and customization's that aren’t evaluated by the Readiness Check. And if you find issues to fix? Take care of them on the spot.
Navigation to check Lightning Experience Preview in Salesforce Classic:
1. Go to Setup and Search for Lightning Experience Migration Assistant.
2. Click Get Started in the Migration Assistant tile.
3. On the Preview tab in the Migration Assistant.
4. Click Preview button.
Note: The Preview feature isn’t a locked-down, read-only tour. If you modify some data or settings or any other metadata component`s then those will be visible to your users back in Salesforce Classic.
Last but not least, how to enable Lightning Experience to user ?
It’s easy to turn on Lightning Experience using the Lightning Experience Migration Assistant.
NO!!! they cannot until you give Lightning Experience permission.
Users require the Lightning Experience User permission to access Lightning Experience. By default, this permission is automatically enabled for all users with a standard Salesforce profile. Custom profiles don’t automatically include the permission. You have to manually check this permission in custom profiles.
Remember, you can roll out Lightning Experience to a specific set of users using profiles or permission sets.
After Lightning Experience is enabled, any new users you add automatically get Lightning Experience as their default experience if they also have the Lightning Experience User permission—whether from a standard profile or a custom profile that includes the user permission. New users also get the Switch option so they can access Salesforce Classic, unless you opt to restrict them to Lightning Experience.
How do you get to the Switch from Salesforce Classic to Lightning Experience or vice-versa?
In Salesforce Classic:
Click the your name which is in the upper-right corner and then select Switch to Lightning Experience.
In the Lightning Experience,
Click the profile picture and then select Switch to Salesforce Classic.
Don’t forget to like or comment or share the blog.
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Now a days wherever we go, everybody is discussing Lightning Lightning Lightning....
What is this Lightning, is this electrostatic discharge that occurs during a thunderstorm ?
No that Lightning is occurs in atmosphere. Then what is the Lightning Experience in Salesforce?
You really want to know what is the Lightning Experience in Salesforce then you are on right site and here are some basics which you should know about Lightning Experience.
So much talk na, I know its boring but lets start to our topic Lightning Experience Basics:
In Salesforce, your org have two different user experiences which are,1. Salesforce Classic
2. Lightning Experience
Every org have option to switch between these two user experience.
Then question in mind why two different user experience, what Lightning Experience and Salesforce Classic are and how they’re different ?
Salesforce Classic is the one with the Force.com App Menu and the user name, Setup, and Help links in the top right corner of the header with the seasonal Salesforce logo in the upper left corner, if you haven’t customised your org logo.
Lightning Experience is A modern, productivity improvement user experience designed to help sales representative to close their deals lightning fast.
Salesforce Lightning Experience is interactive tools which is optimized with flexible that sales reps can use to visualize data on the fly.
In one line: It`s simple user experience, personalized alerts, designed to help sales reps sell faster and an interactive assistant to help each sales rep focus on what’s important for his growth as well as growth of company.
What are the needs of sales representative in your company ?
They need to work on good data in Salesforce, good data means easily find just in time information about their prospects and customers with as few clicks as possible, so they can sell faster and smarter. And the ability to do their job, without having come to you, for every query or case or request.
Your sales reps need all these things so they can spend their time where it matters most: Selling your company’s product and crushing their numbers.
So how do you help them to get what they need?
Answer is- With the intelligent interface that helps sales reps work more naturally and close more deals faster.
Yeah It’s Lightning!
Then Explore Salesforce new user experience and learn how to enable it for your organisation.
Some are the Lightning Experience highlights:
- The Kanban view organizes a set of records into columns to track your work at a glance.
- Visualize your work and the tasks at each status or stage you are.
- Well organized navigation and the feature to switch between your custom branded apps
- Use phone features without loosing Salesforce session.
- Quickly take benefit of standard productivity SFDC tools like Notes and Recent Items in the utility bar
- Easily create filters to access those your data which you want to see.
- New record layouts mainly focus on what you can do with record instead of what you can view see on record.
- Send Email via Office 365 or Gmail accounts with your Salesforce email which you can see in them sent in your Gmail or Office 365 Sent Items folder for seamless integration.
- Awesome dashboards with inbuild components that span both rows and columns
- Find records quicker with improved sfdc global search feature, which includes top results and recent visited records.
- Smooth and shiny report views that you can filter quickly to see the data which is most important to you.
- Use inline editing feature to quickly modify records in a list view without reloading page.
- One of the best thing about reports and dashboards is change of reports and dashboards from Salesforce classic view to Lightning Experience view are automatically view-able in Salesforce Lightning Experience.
- You can work smarter and keep your data clean with sfdc feature: field level duplicate matching option.
- Use the Assistant (second in command) provided by Salesforce to identify important tasks or issues to work on today.
Supported Salesforce Editions are :
- Group Edition
- Professional Edition
- Enterprise Edition
- Performance Edition
- Unlimited Edition
- Developer Edition
- Personal Edition
- Contact Manager Edition
- Database.com Edition
- Chatter.com Edition
- Salesforce
- All Salesforce Platform and Force.com (excluding Force.com Free)
- Identity User
- Company (Employee) Community
- Chatter External
- Chatter Plus
- Chatter Free
- Force.com Free
- Work.com
- Database.com
- Content Only
- Ideas Only
- Knowledge Only
- Site.com Only
It`s big decision to switch to Lightning Experience if you cannot Evaluate Your Org with the Lightning Experience Readiness Check.
Salesforce give good feature which find out what is breaking and what not in Lightning Experience Readiness Report.
Here are some steps in Salesforce Classic:
1. Go to Setup and Search for Lightning Experience Migration Assistant.
2. Click Get Started in the Migration Assistant tile.
3. On the Check Readiness tab in the Migration Assistant.
4. Click Check Readiness.
One of the biggest pain point for Salesforce developer is Custom JavaScript buttons that use a JavaScript content source aren’t supported in Lightning Experience.
But thank god! Salesforce Lightning Experience provides Alternatives to JavaScript Buttons for a great list of Lightning-friendly solutions for your JavaScript button use cases which we are going to cover in my next post.
We talk about what is supported and what not, lets see preview of your org in Lightning Experience.
Lightning Experience Migration Assistant provides Preview feature lets you explore your production org in Lightning Experience, so you can see exactly how your real data and your current customization's work in the new interface. You can see if issues in your readiness report are true problems. Test features and customization's that aren’t evaluated by the Readiness Check. And if you find issues to fix? Take care of them on the spot.
Navigation to check Lightning Experience Preview in Salesforce Classic:
1. Go to Setup and Search for Lightning Experience Migration Assistant.
2. Click Get Started in the Migration Assistant tile.
3. On the Preview tab in the Migration Assistant.
4. Click Preview button.
Note: The Preview feature isn’t a locked-down, read-only tour. If you modify some data or settings or any other metadata component`s then those will be visible to your users back in Salesforce Classic.
Last but not least, how to enable Lightning Experience to user ?
It’s easy to turn on Lightning Experience using the Lightning Experience Migration Assistant.
- Go to Setup in Salesforce Classic, click Get Started in the Migration Assistant tile at the top of the menu.
- On the Turn It On tab in the Migration Assistant, click the button to switch it to Enabled.
- Done!!! See how easy it is.
NO!!! they cannot until you give Lightning Experience permission.
Users require the Lightning Experience User permission to access Lightning Experience. By default, this permission is automatically enabled for all users with a standard Salesforce profile. Custom profiles don’t automatically include the permission. You have to manually check this permission in custom profiles.
Remember, you can roll out Lightning Experience to a specific set of users using profiles or permission sets.
After Lightning Experience is enabled, any new users you add automatically get Lightning Experience as their default experience if they also have the Lightning Experience User permission—whether from a standard profile or a custom profile that includes the user permission. New users also get the Switch option so they can access Salesforce Classic, unless you opt to restrict them to Lightning Experience.
How do you get to the Switch from Salesforce Classic to Lightning Experience or vice-versa?
In Salesforce Classic:
Click the your name which is in the upper-right corner and then select Switch to Lightning Experience.
In the Lightning Experience,
Click the profile picture and then select Switch to Salesforce Classic.
Don’t forget to like or comment or share the blog.
Other blogs:9 Best Practices and Guidelines for Implementing My Domain In Salesforce
Create Record Home Page Using Advanced Lightning Component In Salesforce
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