The most awaited release in Salesforce.com - The Lightning Experience. The Classic Salesforce got the face lift in UI and feel. The Classic Salesforce referred as Aloha (Aloha which I will be using interchangeably throughout the blog to refer Salesforce Classic) by many needed a revamped look as the feel is very stereotyped. The Salesforce peers have been working on this milestone since long. In Winter - 16 across all the org Lightning Experience will be available.
Lets dive deep into Lightning Experience.
- Lightning Experience is modernized Salesforce Classic with much more flexibility and redundant in terms of the structure.
- The information displayed in the Lightning Experience is more visual rather than text and numbers.
- The interface of Lightning Experience is more dynamic, interactive and animated whereas the Aloha is static HTML pages.
- After making a change, the Lightning Screen is automatically refreshed whereas in Aloha after any changes we need to refresh the page in order to view the changes made.
- The Lightning Experience consists of more drag and drop feature with minimal clicks and codes.
Impact to the Customers : -
- Lightning Experience is big change for the Salesforce as well as to its customers.
- Salesforce has provided facility to its customers to adopt with the new Salesforce eventually and gradually with time.
- So the User/Customer can swap the screen between Lightning and Aloha by just a click which will be demonstrated further.
- If the User is trying to access any feature that is not supported in Lightning, the user will be redirected to the Salesforce Classic and again if something that is supported in Lightning Experience then the user will be redirected to the Lightning Screen.
Enhancements made in the Lightning Experience Window : -
1) The Navigation Menu :
- In Aloha we have row of tabs that are displayed across top the screen whereas in the Lightning window there is a menu bar (vertical bar) at left side of the screen where the icons are displaying the standard objects predefined by salesforce and global search at the middle of the page.
- The menu item names can be viewed by hovering over the icons.
- The menu bar can not be customized by the user in Winter- 16 later in Spring - 16 menu bar will be customizable by the users.
- The Global Search returns the results only the results users have permission to view.
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| The figure shows the vertical Menu Bar & Global Search |
2) The App Launcher :
In Aloha, if the users wishes to switch between the apps, there are two possible ways to do it : one is thorough the App Launcher and the second one is Force.com App Menu.
In the Lightning Experience, App Launcher is used to switch between the apps or just by searching the app name in the global search option.
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| The figure shows the App Launcher |
3) The New Setup Structure and Icon:
The Aloha Setup menu has got an exciting face lift in terms of the tree structure, looks and node categories. The new setup menu can be accessed from any page in the Lightning Experience by the gear icon on the top of the screen.
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| The gear icon indicating the Setup Menu |
The Setup menu in Aloha consisted of four main node categories namely : Administer, Build, Deploy, Monitor . Whereas in the Lightning Experience, the Setup menu consists of three node categories namely : Administration, Platform Tools and Setting with completely restructured sub node categories.
4) Home Page :
The Home Page got completely new look. The home page consists of the new features that makes the Lightning Experience much more exciting. The add on of the home page are described below.
a) Performance Charts :- The performance chart displays the open or closed opportunities belonging to a user or sales team with probability greater than 70%. Multi currency is also supported in the performance charts.
b) The Assistant :- The assistant displays the brief information about what user needs to address throughout the day. The upcoming events, activities, overdue tasks, new leads and activities related to the opportunity.
c) The Account Insight :- Insights entitles the top news related to Accounts. In the Account Insight section, consists of ten unique new articles per account based on Account Name and Industry. Articles are selected based on the recently viewed accounts.
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| The figure shows new Home Page features |
5) The Opportunity & Lead WorkSpace :
The Opportunity & Leads in the Lightning Experience have gone a complete makeover. To fast track the sales process a new feature Sales Path has been introduced. Sales paths guide your sales users through each stage of your company’s sales
process and help the reps to stay focused on the deal and close them soon.
6) The Pipeline Board :
All the open opportunities are lined up in the columns based on the Sales process. The opportunities can be dragged and dropped from one stage to another updating the totals automatically.
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| The Pipeline Board |
7) Reports and Dashboards : -
- The reporting engine got completely evolved with much clearer, prettier looks and better functionality.
- The Dashboards can consist of more than three columns and can be dynamically resized to with in to more number of columns.
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| The Dashboard made in Lightning Experience with resized ability and having more than 3 cols |
8) List Views :
- In the Lightning Experience window, List Views too have gone through makeover. In Aloha, we had separate object home page and list views whereas in Lightning Experience both (Object Home Page & List Views) are combined now.
- In Aloha, the list view name 'Recently Viewed Object' is renamed with 'Recently View' in the Lightning Experience.
- Charts can be created on the list views which was not previously present in Aloha.
- The list views can be filtered on the basis of record types.
- Create a List View in the Aloha and automatically use it in Salesforce Lightning.
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| Enhanced List view in Salesforce Lightning Experience |
The numbers shown in the figure displays the following info:
1) The switch between the grid and the board view.
2) To add a chart
3) To filter the list views as per the condition.
Limitation in the Lightning List View:-
1. There is no alphabet Rolodex as that in Aloha.
2. No arrows or page no to migrate from one page to another hence there will be infinite scrolling between the pages.
9) Other Enhancements :
- Notes have even advanced which includes the auto save feature, rich text capabilities and ability to be related to multiple records.
- Find records faster with the global search to view the top records and results.
The Salesforce Lightning Experience has gone through tremendous changes and enhancements. The above specified details is just overlook at the hightailing features.
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