Switching to Lightning in Salesforce… More ADVANTAGES than being not
“Lightning” — you hear this word more often than not everywhere in salesforce communities or groups or from colleagues/friends. Salesforce Lightning is the next generation of Salesforce. When I say “Lightning”, it includes “Lightning User Interface experience” and also the powerful “Lightning Platform” for fast and easy app development. This blog helps you to know what are the major advantages of moving to Lightning from classic out of many more in Salesforce Lightning.
- Modern Design and fun (Drag and Drop), faster building apps
Let’s be honest, who doesn’t like new things, new look, etc, Salesforce also came up with a new look, design and easy to access all important information which we can have right in front of our face with highlight panel, path, etc.
Also, it has a drag and drop facility with an edit page option for each record page, where it will take you to Lightning app builder, you can reorganize your page with components, according to your taste and needs. Also, if required, you can get components from the app exchange as well. You can even customize your Home Page, where you can keep reports that you regularly use and also choose from a list of reusable Lightning components that can be placed throughout your org.
for more information on Lightning App Builder, please visit the trailhead module https://trailhead.salesforce.com/en/content/learn/modules/lightning_app_builder
2. Kanban view, Path usage for status changes
Sales Path and Kanban view are two major assets for faster and automation of the sales process.
a. Path:
The path is useful for the visible status of a particular record and also recommends the next steps to take. Sales reps can now easily enter important information at each stage and move the deal through its stages to quickly close deals faster. I say it is the “Path” Breaking feature.
b. Kanban view:
This view is also very useful for salespersons to view their all opportunities at one place with different stages with 4 key fields and allows you to drag a record to the next stage. Stage amounts are recalculated in real-time when an opportunity advances, allowing you to see the most up to date pipeline information.
for more information on Path and Kanban view, please visit the trailhead module https://trailhead.salesforce.com/en/content/learn/modules/leads_opportunities_lightning_experience/visualize-success-with-path-and-kanban
3. Enhanced Lightning Flow Builder
Flows gets a major boost up in terms of UI and streamlined usage with Lightning. To improve the flow building experience, Salesforce designed Flow Builder with four key design principles in mind:
- Clarity
- Efficiency
- Consistency
- Beauty
With those principles in mind, the new Flow Builder features:
- Familiar and intuitive shapes to make flows easier to read
- Lightning-fast performance built with the latest technologies
- Standard controls based on the Lightning Design System to make the builder more efficient to use
- A simplified toolbox to make it easier to find the element you’re looking for
for more information on Lightning Flow Builder, please visit the trailhead module https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation
4. Salesforce Einstein–AI
Salesforce Einstein is an Artificial Intelligence tool that is powered by advanced machine learning, deep learning, predictive analytics, natural language processing, and smart data discovery, Einstein’s models will be automatically customized for every single customer, and it will learn, self-tune, and get smarter with every interaction and additional piece of data.
As you use Salesforce, Einstein learns from everything: the data, the behaviors, the interactions, etc and it then applies what it learned to discover customer insights, predict possible outcomes, recommend the next steps, and even automate tasks. It is possible only in “Lightning”.
for more information on Einstein AI, please visit the trail https://trailhead.salesforce.com/en/content/learn/trails/get_smart_einstein
5. More productivity for free of cost
In today’s world, we are all carrying all sorts of devices where you need information in every device and you want to use it where ever you want and whenever you want. Salesforce Lightning allows you to make use of this facility seamless transition between different devices and an important part of it is “FREE” of cost.
Above all are the main advantages of moving to lightning, also it includes many other features like “Enhanced Reports and Dashboards” which are very colorful and easy to use, “Einstein Bot Builder”, “Activity Timeline” to name a few, which adds the bonus to the way you see and use salesforce.
In coming blogs, I will try to explain what are the precautionary things that you need to take care while moving to Lightning from classic and also I will try to mention our case study of moving to Lightning in our company and how we dealt with it, etc. Until then, see you next time. Keep Exploring Salesforce! CHEERS!!
