Salesforce Lightning – Brief Introduction to Lightning

Build Beautiful apps fast for the new Salesforce Lightning Experience with new developer tools and design resources

What is Salesforce Lightning Experience ?

Lightning Experience is the name for the all new Salesforce desktop app, with over 25 new features, built with a modern user interface and optimized for speed.

Use the Lightning App Builder to customize theLightning Experience and Salesforce1 Mobile app.

What is the need to switch to Salesforce Lightning?

New Selling features – Lightning offers more than 55 new Sales Cloud pages and well over 150 new Features. Each one is designed to make sales reps more productive and drive business forward.

Here are the five highlighted features: Opportunity Kanban, Quality Performance chart,Assistant, Opportunity Workspace, Custom Dashboards.

Lightning Voice – Lightning Voice, it enables Salespeople to connect with their customers and prospects faster by enabling voice calls directly within Sales cloud.

Lightning is mobile First – Lightning provides the facility to sales reps so that they can access each and everything from mobile using Salesforce1 mobile app. Any customization that is done is accessibleimmediately on any mobile device using Salesforce1.

Lightning builder – You do not need to be a hardcore developer to build apps. Using Lightning Builder anyone can drag and drop Lightning Components to build mobile &desktop apps, and customize pages in Lightning Experience.

AppExchange Apps – There are now more than 157 Lightning ready third party apps available on App Exchange .

Lightning Snap -Ins – It is the newest feature in Service Cloud Lightning. Snap – Ins allow Companies to quickly integrate customer support directly into their apps and webpages.

To Learn more about Snap-Ins from this Videos .

How Sales reps can find Lightning Experience right for his organization or not?

Salesforce provide Evaluate option so that user can Evaluate Is Lightning Experience Right for your Organization or not.

Here are the steps:

Setup | Lightning Experience | Evaluate

This Will send a Lightning Experience Readiness Report to Registered Email Id From which you can identify features which are supported in Lightning Experience or not Supported.

1st

Here is the Lightning Experience Readiness Report.

report final

How to Enable Lightning Experience for your Organization?

Steps to Enable Lightning Experience :

Setup |Lightning Experience |Enable the New Salesforce Experience Section | Enable.

1st

After Enabling Lightning Experience you will find option Switch to Lightning Experience using which you can Switch to Your Organization to Lightning Experience

1st-2

IF Sales Reps want to Give Permissions of Lightning Enabled Organization to Paticular users who are ready for Lightning Experience Instead of giving Permission to all the users in the Organization Even they are ready or not for Lightning Experience So how can he achieve this?

Permission Sets /Profiles – Permission Set or Profile are the only solutions by which sales reps can give Lightning Enable User Permission to an Individual User.

Here are the Steps

Setup |Permission sets |New Permission set| System Permissions | Enable Lightning Experience User

2nd

3rd

Assign this Permission set to particular user who is Ready for Lightning Experience.

Is Every App made in Classic Available in Lightning Experience if not How can user make it available in Lightning Experience?

Setup | App Manager | Click on small button in Last column | Click Upgrade or Edit

If user Clicks Edit, Then Enables Show in Lightning Experience Checkbox Otherwise Do Custom Branding and Click Save.

Now Lightning Experience Provides Two options

Edit – Edit Make Classic App Visible in Lightning Experience however using Edit user cannot do Custom Branding.

Upgrade – Upgrade Make Classic App Visible in Lightning Experience,using upgrade user can do custom Branding Like SetImage , colour of your App According to own choice.

4th

5th

app branding

What is the Console App?

Console apps to give your users a productivity boost, allowing them to edit and reference multiple records at once. When a user chooses a record from a related list, it opens as a tab in the console. When a user opens a related record, it opens as a subtab. Console apps remember tabs, so that when a user navigates away from the page, they don’t lose any time when they come back.

Console apps in Lightning Experience have much of the same console functionality that you’re used to with Salesforce Classic, such as the three-column layout and pinned tabs, but updated with the styling of Lightning Experience. You can also customize Lightning console apps with Lightning pages and components.

To Create a New Custom Lightning Console App in Lightning Experience

Setup | App Manager | New Lightning App

console app - 1

console app - 2

Here is the screenshot of Console apps in Lightning Experience.

console app - 4

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