Salesforce Lightning Experience, Salesforce

1. Introduction to Lightning Experience
​Rakesh Gupta
​Salesforce MVP
​automationchampion.com
​@rakeshistom
​
Mumbai User Group – November Meetup

2. Scotland User Group
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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!

3. Introduction

4. Scotland User Group
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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

6. Introduction to 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

9. App Launcher

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

20. ​Understanding the user experience

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.

22. Comparison

23. Comparison

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

29. ​Resources

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

35. Trivia!

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Thank You