How do I use lightning experience in Salesforce?
The Salesforce Lightning Experience is a modern user interface which comes with new capabilities.
Businesses are using the Salesforce platform for increasing productivity, optimizing operations, and enhancing the user experience. There is a continually advancing and updating of features to ensure success for businesses. The Lightning experience is a modern, useful, and recent Salesforce interface that is effective in bringing path-breaking transformation and interaction, for the business today.
All the new Salesforce features are released only for Lightning, and the move to this user interface brings several benefits to customers. It requires the knowledge, time, and resources to make the migration successful.
- It is faster and provides enhanced functionality.
- There is a modern appearance to the Salesforce platform.
- It integrates the Lightning components, Lightning Design System, and Lightning app builder to create modern solutions.
- It is sales-centric and allows sales representatives to work naturally regularly.
- Data organization and analysis become easier with it.
- It improves the productivity of an organization.
- It facilitates an intelligent and intuitive user interface.
Preparedness and Lightning Experience
Salesforce Lightning Experience is an intelligent option, and it is important to have a preparedness of an organization for a smooth transition.
It will take care of avoidance of risks, slow performance speed, errors, and any issues of incompatibility. Lack of planning can affect business units, departments, teams, and processes so there is a great need of having a readiness check plan before transition.
Moreover, there has to be a detailed analysis of the functionalities and insight into the vital aspects. This is followed by fulfilling the unique requirements for implementation and an assessment of the Buttons, Custom Fields, and Objects. Also, an Audit is necessary to determine the critical items and major considerations to ensure a successful migration. It will increase productivity also. Preparing a Guide will serve as a foundation document and list the essential elements for an effective transition.
By following all these steps, we can make brilliant use of automation, triggers, and workflows. The result will be better reporting.
Having a well-informed estimate and building a Roadmap are vital factors to deliver the desired outcome.
Who Can Use Lightning Experience?
The standard profile users get permanent Lightning access, and this feature cannot be turned off.
Series of events as Users Get Access to Lightning Experience
- Implementation of Recommended Lightning Experience Features
- There are several innovative features in Lightning Experience that facilitate transformation in the ways of work by users. It is important to add to the features to bring more value.
- The customers get a better Activity Timeline because there is an efficient tracking of activities. The details covering tasks, meetings, logged calls and sent emails are put together.
- When there are Enhanced Notes, users stay organized by using the note-taking tool.
- Create text notes and relate them to specific records.
- Add the new Notes-related list to page layouts.
- Add the Files-related list so that the users can upload files to records, and have a look at files associated with records.
- Also, help your users adopt the company’s processes.
- Advise users to manage their day from the Lightning Experience Home page.
- Review the quarterly performance summary and obtain important updates on prominent tasks.
- Customize the page for different types of users.
- There must be a mechanism and alert for Duplicate Management or while creating a duplicate record.
- Allow sales reps to convert qualified leads to contacts. At the time of conversion, sales reps can create an opportunity on the spot.
- The users can work efficiently when they can access all the necessary data and tools.
When there is a detailed and accurate assessment of preparedness and effective execution, Lightning Experience gives wonderful results. Many benefits accrue for your organization and boost organizational performance. Contact us if you are thinking about migrating your business to Salesforce lightning, and avail the services of an experienced team of Salesforce Lightning Experts which extends all possible guidance and help in customizing and building apps to suit your unique professional needs.