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Introduction to Lightning Experience
​Rakesh Gupta
​Salesforce MVP
​automationchampion.com
​@rakeshistom
​
Mumbai User Group – November Meetup
Scotland User Group
network · sharing · success
Agenda
6:30 – 6:45 Introduction
6:45 – 8:00 Introduction to Lightning Experience (By
Rakesh Gupta)
8:00 – 8:15 Break
8:15 – 8:30 Trivia!
Introduction
Scotland User Group
network · sharing · success
Salesforce Lightning
Experience
Objectives
 Introduction to Lightning Experience
 Understanding the user experience
 Resources
 Where to Learn more
 How existing customizations are impacted
 How to roll out Lightning Experience
Introduction to Lightning Experience
Meet the new user experience in Salesforce!
​ Lightning Experience is a new, modern user experience in Salesforce
Lightning Experience Salesforce Classic
Meet the new Salesforce Understand the previous
experience
Introducing Lightning Experience Features
A set of powerful features in an intuitive, intelligent interface to support your
business
App
Launcher
Home
Alerts
Account Insights
Contact Insights
Navigation Menu
Master-Detail
View
Board
View
List View Chart
Performance
Chart
User Profile
Notifications
Assistant
Filters
Compos
er
Highlights
Panel
Sales Path
Quick
View
Workspac
e
Email
Composer
lightning
experience
App Launcher
Home
Performance
Chart
Track your
performance to
target
Assistant
Customized to
each sales rep, to
help you focus on
what’s important
each day
Account Insights
Get insights and
updates that help
you take action on
your top accounts
An intelligent way to start your day fast
List Views
List View Charts
Visualize your lists
on the fly with a
bar or donut chart
filters
Anyone can add or
edit a filter with a
simple, visual
interface
Type-Ahead
Search
Find any list view
with an easy type-
ahead search
features
See you data, your way, with easy filters and visualization tools
Board
Visualize Your
Pipeline
See your
opportunities
organized by
stage, with
subtotals up top
Drag and Drop
Move deals
between stages
with click and drag
Alerts
Get smart alerts
prompting you to
take action on
deals that need
your attention
A powerful way to visualize and work your pipeline
Opportunity & Lead Workspaces
Sales Path
Customizable
guidance to
support your sales
process
Composer
Create records with
ease
Quick View
Hover over links to
view details without
ever leaving the
page
Highlights Panel
See important
information at a
glance
​ Action-oriented workspaces to work your deals in
​ flight
Sales Path
Customizable
Add your statuses
and stages for leads
and opportunities
Guidance for
Success
Provide coaching in
context at each step
in the sales process,
including helpful
scripts, questions to
ask, and tips
Key Fields
Present important
details up top, with
the ability to edit
Helpful guidance and relevant information at every stage to support your sales
process
Customize Sales
Path to support
your sales
process
Notes
Autosave
Never lose a detail
while you compose
your thoughts
Rich Text
Add bullets, numbered
lists, or text formatting
to organize your
content for easy
reference
Relate to multiple
records
Relate to Multiple
Records Relate a single
note to an account,
contact, opportunity,
and more
Take detailed notes and relate them to multiple records
Composer
New Task
Make a follow-up task
on the fly
New Event
Quickly create a
meeting request
Email
Compose and send an
email, with rich text
formatting,
attachments,
templates, and more
Take action fast on any record
Navigation Menu
Collapsible
Space-saving
navigation menu can
be expanded as
needed
Hover
Hover over any icon to
see the name of the
object
Access
Drill into any object to
access records, or
launch the App
Launcher to access
other objects
Navigate your way through the app with collapsible menu
Search
Recent Items
Drop-down list of your
recently-viewed items
Type-Ahead Search
Potential matches for
your search suggested
as you type
Frequently-Used
objects
Search result show
your most frequently
used objetcs and top
result at the top
Find what you are looking for fast
Dashboards
Spanning
columns
Give a chart the
space it needs to
show the right
data
Flexible Layout
Add more
components in a
row with more
columns available
Easy Filters
Add filters with a
simple, visual
interface
Visualize your data with beautiful charts and a flexible layout
​Understanding the user experience
Lightning Experience and Salesforce Classic
​ Both experiences are available for customers to use
Lightning Experience Salesforce Classic
● The user experience immediately predating Lightning Experience is
Salesforce Classic.
● Features not yet supported in Lightning Experience are available in
Salesforce Classic.
● If you’re not ready to migrate all users to Lightning Experience, you can use
both Lightning Experience and Salesforce Classic.
Comparison
Comparison
Switching Between Interfaces
​ You can switch between Lightning Experience and Salesforce Classic with
ease
Any user can switch between interfaces on demand
Understanding your options
​ Roll out to all users or pilot with a group of users
1 2 3
If you’re just
starting with
Salesforce,
start with
Lightning
Experience
Use Permission
Sets or Profiles
to
run a pilot of
Lightning
Experience
Migrate your
entire user
population
at one time to
Lightning
Experience
Enable Lightning Experience
A simple click away
Creating Custom Permission Sets
Enterprise Edition, Unlimited Edition, Performance Edition
If you’re in Professional Edition or Group Edition, Lightning Experience is “all
or nothing” for you. Once you turn it on, it’s on for all of your users.
If you’re in Enterprise Edition or above, consider this option: Create a
permission set with the Lightning Experience permission. Apply the
permission set directly to the pilot users, then enable Lightning Experience.
Not Available in Lightning Desktop in Winter ‘16
​Resources
Your free guide to
learning and
challenging yourself
on the Salesforce1
Platform.
trailhead.salesfor
ce.com
Introducing Trailhead
How Existing Customizations are Affected
​ How to assess if any existing customizations are affected by Lightning
Experience
Get the Lightning Experience Basics
badge on Trailhead, where you’ll
learn how to:
● Conduct a gap analysis
● Compare the two user
experiences
● Learn about what isn’t supported
How to roll out Lightning Experience
​ Develop a rollout strategy and go live with greatness
Get the Lightning Experience Rollout
badge on Trailhead, where you’ll
learn how to:
● Get educated on Lightning
Experience
● Craft and execute a rollout plan
● Measure your results
• Get your badges on
Trailhead
• Read the Release Notes
• Join the Lightning
Experience group on the
Success Community
Learn and Engage
​ Where to learn more about Lightning Experience
Learn Engage
Break
Trivia!
success
community
mumbai.salesforceusergroups.com
Scotland User Group
network · sharing · success
Thank You

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Salesforce Lightning Experience

  • 1. Introduction to Lightning Experience ​Rakesh Gupta ​Salesforce MVP ​automationchampion.com ​@rakeshistom ​ Mumbai User Group – November Meetup
  • 2. Scotland User Group network · sharing · success Agenda 6:30 – 6:45 Introduction 6:45 – 8:00 Introduction to Lightning Experience (By Rakesh Gupta) 8:00 – 8:15 Break 8:15 – 8:30 Trivia!
  • 4. Scotland User Group network · sharing · success Salesforce Lightning Experience
  • 5. Objectives  Introduction to Lightning Experience  Understanding the user experience  Resources  Where to Learn more  How existing customizations are impacted  How to roll out Lightning Experience
  • 7. Meet the new user experience in Salesforce! ​ Lightning Experience is a new, modern user experience in Salesforce Lightning Experience Salesforce Classic Meet the new Salesforce Understand the previous experience
  • 8. Introducing Lightning Experience Features A set of powerful features in an intuitive, intelligent interface to support your business App Launcher Home Alerts Account Insights Contact Insights Navigation Menu Master-Detail View Board View List View Chart Performance Chart User Profile Notifications Assistant Filters Compos er Highlights Panel Sales Path Quick View Workspac e Email Composer lightning experience
  • 10. Home Performance Chart Track your performance to target Assistant Customized to each sales rep, to help you focus on what’s important each day Account Insights Get insights and updates that help you take action on your top accounts An intelligent way to start your day fast
  • 11. List Views List View Charts Visualize your lists on the fly with a bar or donut chart filters Anyone can add or edit a filter with a simple, visual interface Type-Ahead Search Find any list view with an easy type- ahead search features See you data, your way, with easy filters and visualization tools
  • 12. Board Visualize Your Pipeline See your opportunities organized by stage, with subtotals up top Drag and Drop Move deals between stages with click and drag Alerts Get smart alerts prompting you to take action on deals that need your attention A powerful way to visualize and work your pipeline
  • 13. Opportunity & Lead Workspaces Sales Path Customizable guidance to support your sales process Composer Create records with ease Quick View Hover over links to view details without ever leaving the page Highlights Panel See important information at a glance ​ Action-oriented workspaces to work your deals in ​ flight
  • 14. Sales Path Customizable Add your statuses and stages for leads and opportunities Guidance for Success Provide coaching in context at each step in the sales process, including helpful scripts, questions to ask, and tips Key Fields Present important details up top, with the ability to edit Helpful guidance and relevant information at every stage to support your sales process Customize Sales Path to support your sales process
  • 15. Notes Autosave Never lose a detail while you compose your thoughts Rich Text Add bullets, numbered lists, or text formatting to organize your content for easy reference Relate to multiple records Relate to Multiple Records Relate a single note to an account, contact, opportunity, and more Take detailed notes and relate them to multiple records
  • 16. Composer New Task Make a follow-up task on the fly New Event Quickly create a meeting request Email Compose and send an email, with rich text formatting, attachments, templates, and more Take action fast on any record
  • 17. Navigation Menu Collapsible Space-saving navigation menu can be expanded as needed Hover Hover over any icon to see the name of the object Access Drill into any object to access records, or launch the App Launcher to access other objects Navigate your way through the app with collapsible menu
  • 18. Search Recent Items Drop-down list of your recently-viewed items Type-Ahead Search Potential matches for your search suggested as you type Frequently-Used objects Search result show your most frequently used objetcs and top result at the top Find what you are looking for fast
  • 19. Dashboards Spanning columns Give a chart the space it needs to show the right data Flexible Layout Add more components in a row with more columns available Easy Filters Add filters with a simple, visual interface Visualize your data with beautiful charts and a flexible layout
  • 21. Lightning Experience and Salesforce Classic ​ Both experiences are available for customers to use Lightning Experience Salesforce Classic ● The user experience immediately predating Lightning Experience is Salesforce Classic. ● Features not yet supported in Lightning Experience are available in Salesforce Classic. ● If you’re not ready to migrate all users to Lightning Experience, you can use both Lightning Experience and Salesforce Classic.
  • 24. Switching Between Interfaces ​ You can switch between Lightning Experience and Salesforce Classic with ease Any user can switch between interfaces on demand
  • 25. Understanding your options ​ Roll out to all users or pilot with a group of users 1 2 3 If you’re just starting with Salesforce, start with Lightning Experience Use Permission Sets or Profiles to run a pilot of Lightning Experience Migrate your entire user population at one time to Lightning Experience
  • 26. Enable Lightning Experience A simple click away
  • 27. Creating Custom Permission Sets Enterprise Edition, Unlimited Edition, Performance Edition If you’re in Professional Edition or Group Edition, Lightning Experience is “all or nothing” for you. Once you turn it on, it’s on for all of your users. If you’re in Enterprise Edition or above, consider this option: Create a permission set with the Lightning Experience permission. Apply the permission set directly to the pilot users, then enable Lightning Experience.
  • 28. Not Available in Lightning Desktop in Winter ‘16
  • 30. Your free guide to learning and challenging yourself on the Salesforce1 Platform. trailhead.salesfor ce.com Introducing Trailhead
  • 31. How Existing Customizations are Affected ​ How to assess if any existing customizations are affected by Lightning Experience Get the Lightning Experience Basics badge on Trailhead, where you’ll learn how to: ● Conduct a gap analysis ● Compare the two user experiences ● Learn about what isn’t supported
  • 32. How to roll out Lightning Experience ​ Develop a rollout strategy and go live with greatness Get the Lightning Experience Rollout badge on Trailhead, where you’ll learn how to: ● Get educated on Lightning Experience ● Craft and execute a rollout plan ● Measure your results
  • 33. • Get your badges on Trailhead • Read the Release Notes • Join the Lightning Experience group on the Success Community Learn and Engage ​ Where to learn more about Lightning Experience Learn Engage
  • 34. Break
  • 37. Scotland User Group network · sharing · success Thank You