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Lightning Productivity Features.pptx
- 1. Salesforce Lightning Welcome to the New Salesforce!
- 2. This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995
- 3. What We Will Learn and Discuss Today Why is Lightning Important? What is Salesforce Lightning? Awesome New Productivity Features in Lightning
- 5. Lightning is the New Salesforce Efficiency Driven Workspaces Find, prioritize and act with workflow built in Productivity Oriented Design Make calls, take notes, log tasks and send emails where you work Rapid Customization Extend Salesforce with App Builder, and apps and components from the AppExchange Smarter with Einstein Your personal data scientist, helping you prioritize your day and focus on the right customers Lightning takes productivity to new heights
- 6. 10 Lightning Features to Increase Productivity
- 7. 10 Lightning Features for Salesforce Users Out-of-the box Lightning features to help increase productivity 2 3 4 5 1 7 8 9 10 6 Chatter Feed Navigation Global Search Reports Dashboards Calendar & Tasks List Views Console Integrated Email Lightning Record Pages ASTRO’S QUICK TIP: With these out of the box features you can become more productive
- 8. Share Information Easily and Find What You Need Faster Collaboration enables users to work together, talk to each other, and share information, all in real time • Chatter Streams • Recent Groups • Share posts • Live feed typing indicators • Relevance ranked feed Chatter Feed Navigation Global Search 1 2 3 Quickly access important records, lists, groups, dashboards with Personalized Navigation & Favorites • Favorite records, views, opportunity and more • Easily return to all your favorite content in Salesforce by adding them to your nav bar • Reorder nav bar through drag and drop Find things faster with enhanced Global Search • Instant type-ahead results • Top Results • Search left-navigation • Results ranked by relevance • Scoped search • Object-level search • Search for email in Global Search
- 9. Visualize Your Data with New Reports and Dashboards Reports Dashboards 4 5 Create reports that meet the criteria you define and filter, group or display in a graphical chart • Lightning Report Builder • Subfolders for Report and Dashboard folders • Role hierarchy filter on reports • Relative Date filters • Salesforce Mobile enhanced charts • Dynamic filter URL • Export formatted report • Reports Subscriptions Visually display key metrics and trends for records in your org • Drill to report from filtered dashboard • Tacked combo charts, pictures on table charts, conditional highlighting, improved table component • Denser charts, smaller metrics • Post on charts and follow dashboards • Edit running user, folder • Dashboard Subscriptions
- 10. Visualize Your Data at a Glance and Make Edits Quickly Calendar & Tasks List Views Console 6 7 8 Integrate calendaring into everything • View Google calendar events • Create calendars for custom & standard objects • Drag and drop calendar items • Create custom list views for Tasks • Set recurring and follow up tasks • Tasks and events in search Edit your record information quickly and easily on the page • Quickly modify records on a single page • Wrap text within text fields • Create List View Charts • View as Kanban on any object with Configurable settings for group by and summarize by fields Drive productivity while working in Salesforce • Use pre-built sales and service consoles • Eliminate opening multiple browser tabs • Open related records open as sub-tabs • Pin Tabs • View records in Split View • Apply macros
- 11. Increase User Productivity to Close Deals Faster Integrated Email Lightning Record Page 9 10 Create, view and respond to email within Salesforce • Create email from anywhere within Salesforce • Utilize org-wide addresses • Send through Gmail or Office365 • Experience enhanced email for Person Accounts • Drag and drop email attachments Find data faster and make it more actionable • Path • Highlights panel • Activity Timeline • Related Lists • Related Records • Report Charts • News
Editor's Notes
- This is the start of your Ready-To-Go Lightning Presentation – remember to delete or skip the above slides (unless you are presenting to a group of admins!) We’ve made this handy overview video to walk you through how to present this content: http://bit.ly/LIABInstructionVideo
- Key Message Salesforce is a publicly traded company. Customers should make buying decisions only on the products commercially available. Talk Track Before I begin, just a quick note that you should base your purchasing decisions on products and services that are currently available.
- Discuss what you hope to achieve with your presentation. I hope that everyone walks away as excited about Lightning as I am!
- First I’m going to show you a quick 2 minute video featuring some Awesome Admins talking about Lightning Experience! Video: https://www.youtube.com/watch?v=QJ6sI4V5YTA More Lightning Stories & Resources: https://admin.salesforce.com/lightning
- Lightning is the future of Salesforce - all new Salesforce innovation is focused on Lightning. Gain a Competitive Advantage with Lightning - the easy to use functionality of Lightning gives you more time to sell and get ahead of the competition. Lightning is a more modern user experience - the flexibility of Lightning allows you to customize your experience and work the way you want. Lightning Experience enables teams to spend more time providing exceptional customer experiences — and less time juggling technologies and applications. Find, prioritize, and act on important work Make calls, take notes, log tasks, and send emails from a single page Work smarter with a built-in data scientist Deliver personalized service, faster
- First I’m going to show you a quick 2 minute video featuring some Awesome Admins talking about Lightning Experience! Video: https://www.youtube.com/watch?v=QJ6sI4V5YTA More Lightning Stories & Resources: https://admin.salesforce.com/lightning
- These 10 features are out of the box with Lightning, and require little to no customization.
- Chatter Feed - Yes, Chatter exists in Classic. But you can do way more in Chatter in Lightning, including creating personalized Chatter Streams that allow individual users to create curated lists of content that is most relevant to them and see all chatter posts related to that content. Favorites - Bookmark and easily return to all of your favorite content in Salesforce using the little star in the top right hand corner! “New with Spring ‘18 - Personalized Navigation” Global Search – Salesforce has improved search to help you find the things you need to find quicker and easier: Instant Results suggest records whose name matches terms and searches across frequently used objects Top Results displays most relevant records for objects used frequently. All searches go to Top Results Search left navigation enables app-specific or selected scoping Results ranked by relevance bring the best results by user to the top
- Reports & Dashboards Many business processes involve exporting Salesforce reports for further analysis in a 3rd party tool - Lightning supports this important capability. For reports that are used by multiple people, collaboration on the report is key. With the Chatter Feed now enabled for Lightning Reports you can share and discuss reports directly on the Reports page. And, of course, you can collaborate on the dashboards themselves. And, if needed, you can easily export all of those reports. “The Lightning Report Builder….”
- Calendar & Tasks - We all use calendars all the time. They are a critical part of productivity for all sales reps and for anyone in any business. The Calendar in Lightning currently lets you see all of your Salesforce Events in a calendar view, and you can also create new appointments in your calendar which will automatically show up as Events in Salesforce. Inline Edit on List Views - Edit your sales information quickly and easily on the page! Quickly modify records on a single page and make the same change to multiple records. Kanban Views on all Objects - The Kanban View has received a ton of positive feedback and Salesforce has recently extended this cool functionality to more objects! They’ve rolled out Kanban for all standard objects as well as Custom Objects.
- Integrated Email – Salesforce has better integrated email into the sales process. Over the past few releases, they’ve increased email capabilities in Salesforce with better email integration (Send through Gmail/Office365), a whole new Email UI and Email Object (Enhanced Email), and reply & forward. Opportunity Workspace – help close deals faster “and serve customers better” by providing helpful and relevant tools, including Sales Path.