Join us as we provide an overview of how to integrate to Salesforce using the built-in tools, and look at integration on the different layers of Salesforce (User Interface, Data Logic, and Database). We'll be providing tips, best practices, and real-life examples.
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
What You Need to Know About Salesforce Customer 360Cloud Analogy
Salesforce Customer 360 enables organizations to connect Salesforce applications and create a unified customer ID to build a single view of the customer. In this presentation, you will get all the necessary details you need to know about Salesforce Customer 360.
Salesforce Tutorial for Beginners: Basic Salesforce IntroductionHabilelabs
Salesforce is the worlds best Customer Relationship Management (CRM) platform which is flexible and powerful database supplier in the market.This blog is introducing about Salesforce and it’s CRM, Multitenant Architecture etc.
Join us as we provide an overview of how to integrate to Salesforce using the built-in tools, and look at integration on the different layers of Salesforce (User Interface, Data Logic, and Database). We'll be providing tips, best practices, and real-life examples.
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
What You Need to Know About Salesforce Customer 360Cloud Analogy
Salesforce Customer 360 enables organizations to connect Salesforce applications and create a unified customer ID to build a single view of the customer. In this presentation, you will get all the necessary details you need to know about Salesforce Customer 360.
Salesforce Tutorial for Beginners: Basic Salesforce IntroductionHabilelabs
Salesforce is the worlds best Customer Relationship Management (CRM) platform which is flexible and powerful database supplier in the market.This blog is introducing about Salesforce and it’s CRM, Multitenant Architecture etc.
What Is Salesforce? | Salesforce Training - What Does Salesforce Do? | Salesf...Edureka!
This Edureka Salesforce Tutorial slides for beginners will take you through why Salesforce became popular, what is Salesforce, Salesforce products along with a Salesforce use case. This Salesforce tutorial video is ideal for beginners to learn what is Salesforce. You can read the blog here: https://goo.gl/rEHG4a
Salesforce Template. please refer to any Salesforce language for terms of use. Sharing for other Trailblazers who have asked to use this template for Salesforce-related presentations.
Salesforce Training will cover salesforce development training and salesforce administration training by Keylabs.
http://www.keylabstraining.com/salesforce-online-training-hyderabad-bangalore
Salesforce is a world leader on demand customer relationship management tool. Salesforce.com is also known as Customer Relationship Management (CRM).
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Salesforce Sales Cloud services are basically too help the Sales reps and help in managing connections, close the deals, to sell the products and services. The tools, included in Sales cloud are Chatter, Data.com. opportunities and quotes, work process and approval, Forecasting and Analysis, App Exchange, Partner Management, Email and calendaring, Marketing and Leads. Sales Cloud provide following features
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...Edureka!
This Salesforce Training tutorial is all you need to learn about Salesforce. It is ideal for both beginners and professionals who want to understand the various Salesforce cloud services. Below are topics covered in this tutorial:
1. Why is Salesforce popular & in-demand?
2. Advantages: On-premise vs. Cloud
3. Where does Salesforce fit in the cloud model?
4. Various Salesforce Cloud Services
5. Salesforce architecture
6. Demo: Sales Cloud & Service Cloud
Platform Events enables a new event-driven architecture for Salesforce focused on events and record changes, rather than full record processing. Join us to learn about Platform Events and what this will mean to the future of integration with Salesforce.
In this exclusive webinar, you'll learn about
- How Platform Events enable real-time integration
- Defining, publishing and subscribing to Platform Events in Salesforce
- How Platform Events work through live demonstrations
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
What Is Salesforce CRM? | Salesforce CRM Tutorial For Beginners | Salesforce ...Edureka!
This Salesforce CRM tutorial will take you through what is Salesforce CRM, benefits of Salesforce CRM, how CRM works, along with Salesforce CRM demo and use case. This Salesforce training slides is ideal for beginners to learn CRM.
Salesforce integration best practices columbus meetupMuleSoft Meetup
onnectivity Overview
Connectivity to Salesforce Clouds
Connectors and Salesforce APIs
Connector interacting with Salesforce core
Composite Connector
Triggers
Establishing a connected app for MuleSoft Connectors
Salesforce Integration Best Practices
When to move data into SFDC
Appropriate use of APEX
Salesforce integration technologies and considerations
Data Virtualization/Live Read
Data Manipulation and Migration
Real-time changes, events and Streaming
Resources
Salesforce Accelerators for Service Cloud and Commerce Cloud
Visualforce is GA in Lightning Experience with the Summer '16 release! Join us to learn how to implement business logic with interactive UI by coupling Visualforce and Lightning Components. As well as best practicesfor enabling your Visualforce pages in Lighting Experience.
What Is Salesforce? | Salesforce Training - What Does Salesforce Do? | Salesf...Edureka!
This Edureka Salesforce Tutorial slides for beginners will take you through why Salesforce became popular, what is Salesforce, Salesforce products along with a Salesforce use case. This Salesforce tutorial video is ideal for beginners to learn what is Salesforce. You can read the blog here: https://goo.gl/rEHG4a
Salesforce Template. please refer to any Salesforce language for terms of use. Sharing for other Trailblazers who have asked to use this template for Salesforce-related presentations.
Salesforce Training will cover salesforce development training and salesforce administration training by Keylabs.
http://www.keylabstraining.com/salesforce-online-training-hyderabad-bangalore
Salesforce is a world leader on demand customer relationship management tool. Salesforce.com is also known as Customer Relationship Management (CRM).
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Salesforce Sales Cloud services are basically too help the Sales reps and help in managing connections, close the deals, to sell the products and services. The tools, included in Sales cloud are Chatter, Data.com. opportunities and quotes, work process and approval, Forecasting and Analysis, App Exchange, Partner Management, Email and calendaring, Marketing and Leads. Sales Cloud provide following features
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...Edureka!
This Salesforce Training tutorial is all you need to learn about Salesforce. It is ideal for both beginners and professionals who want to understand the various Salesforce cloud services. Below are topics covered in this tutorial:
1. Why is Salesforce popular & in-demand?
2. Advantages: On-premise vs. Cloud
3. Where does Salesforce fit in the cloud model?
4. Various Salesforce Cloud Services
5. Salesforce architecture
6. Demo: Sales Cloud & Service Cloud
Platform Events enables a new event-driven architecture for Salesforce focused on events and record changes, rather than full record processing. Join us to learn about Platform Events and what this will mean to the future of integration with Salesforce.
In this exclusive webinar, you'll learn about
- How Platform Events enable real-time integration
- Defining, publishing and subscribing to Platform Events in Salesforce
- How Platform Events work through live demonstrations
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
What Is Salesforce CRM? | Salesforce CRM Tutorial For Beginners | Salesforce ...Edureka!
This Salesforce CRM tutorial will take you through what is Salesforce CRM, benefits of Salesforce CRM, how CRM works, along with Salesforce CRM demo and use case. This Salesforce training slides is ideal for beginners to learn CRM.
Salesforce integration best practices columbus meetupMuleSoft Meetup
onnectivity Overview
Connectivity to Salesforce Clouds
Connectors and Salesforce APIs
Connector interacting with Salesforce core
Composite Connector
Triggers
Establishing a connected app for MuleSoft Connectors
Salesforce Integration Best Practices
When to move data into SFDC
Appropriate use of APEX
Salesforce integration technologies and considerations
Data Virtualization/Live Read
Data Manipulation and Migration
Real-time changes, events and Streaming
Resources
Salesforce Accelerators for Service Cloud and Commerce Cloud
Visualforce is GA in Lightning Experience with the Summer '16 release! Join us to learn how to implement business logic with interactive UI by coupling Visualforce and Lightning Components. As well as best practicesfor enabling your Visualforce pages in Lighting Experience.
This presentation was made by salesforce.com, inc. (Release Readiness Team), and was modified by me for the use of Salesforce User Group knowledge share and for explaining what is coming in the next release (Winter16).
Today's product design and development cover a range of devices and platforms: mobile, tablets, responsive web, desktop apps, and more. Style Guides and CSS Frameworks have helped streamline this process and provides maintainability and better designer/developer communication. Learn how the Salesforce UX team took it further with a living design system to help maintain brand alignment and quality. Find out how you can adopt our system and methods into your own applications to develop front end user interfaces efficiently.
In this presentation I'm explaining what is Salesforce lighting and actually is in it:
lighting connect, lightning App Builder, lighting Process Builder, lightning components.
Was presented in Israel User Group event, Jan 2015
A world that’s exploding with multiple devices needs apps that are responsive at the speed of lightning. An answer to this need is Salesforce1 Lightning—a platform launched at Dreamforce 2014 that offers a component framework and a gamut of tools that helps partners, developers and even business analysts to build apps, integrate data and automate business processes in a flash. Lightning’s App Builder and Components technologies help to customize and deploy new apps to mobile devices running Salesforce1.
In this Webinar we will learn about:
1) Introduction to Lightning
2) Lightning empowering Salesforce 1
3) Before and after Lightning – A comparison
4) Blocks of Lightning
Salesforce was founded with a vision to redefine the Cloud CRM model. It sowed the seeds for a new era of cloud computing and brought in revolutionary changes to the concept of Customer Relationship Management. The USP of Salesforce is its presence across-the-board. It competes with Oracle, SAP, and Microsoft in the top-market. While these three competitors match Salesforce’s features, Salesforce offers far superior and flexible solutions with value for your money.
To get in touch, write to us at: jghosh@suyati.com
This Presentation helps to get you started with Salesforce.com lightning products
Lightning Connect
Lightning Components
Lightning Process Builder
Lightning App Builder
This was Presented in the
Salesforce.com Kerala Developer Group Meetup
Salesforce.com Gurgaon Developer Group Meetup
Salesforce.com Chennai Developer Group Meetup
By Shivanath Devinarayanan
You’ve heard the word “Salesforce” being thrown around by small and big enterprises, but you have no idea if your business needs it? If you’re running a business that’s growing just the way you want it to, you will probably need Salesforce CRM sooner than later. But first things first—learn what Salesforce CRM is, how it works and how you should use it to support your day to day operations.
Read the blog in detail
http://suyati.com/how-salesforce-crm-works-and-uses/
For any information on our Salesforce capabilities, email services@suyati.com.
http://suyati.com/
A new Lightning experience with Adam Pearless, Nimbostratus Consulting
You are no doubt aware that Salesforce have announced a brand new user interface, available with the Winter ‘16 release. Adam will give us a (lightning) quick tour of the new pages and features, and talk about why and how it makes sense for you to migrate to the ‘re-imagined platform’.
Set your clocks everyone, it’s time to spring forward and learn about the new features in Spring ‘17 for Admins. We’ll dig into the gems from the release that will help Admins be productive and make life easier.
When you need to deliver fast, shortcuts will be taken. This is a fact when it comes to software development, and Salesforce is no different.
This is how technical debt is created. It’s a costly side effect of growth, and it cannot be ignored! Just like financial debt, if you don’t address it in time, it will accumulate and over time your teams will find themselves addressing issues with the platform instead of supporting customers and developing revenue opportunities – and this will have a direct impact on your ROI.
Pour cette prochaine release, nous vous proposant un évènement extraordinaire, de part ses participants mais également par sa durée de 1h30.
Les différents Salesforce User Group de France ce réunissent pour vous présenter les nouveautés de la prochaine release.
#SalesforceSaturday Spring18 Release Highlights by Manish ThaduriAtul Gupta(8X)
#SalesforceSaturday organized by New Delhi Salesforce Developer Group. Session by Manish Thaduri(@sfdcFanBoy), he is the Co-Leader of Salesforce Developer Group(@SingaporeDG). This is Manish's first session with New Delhi #SalesforceSaturday Group but definitely not the last one.
Watch out this space for more awesome content.
Salesforce admin. Details on users, analytics, reports and dashboards, approval process, data management tools like data loader and data import wizard.
Salesforce spring 18 release highlights by thinqloudThinqloud
Thinqloud team conducted a session where everyone prepared a presentation about Spring 18 Release Highlights and shared knowledge . This is summary from everyone's presentations.
Awesome Productivity Apps for Salesforce Admins - Nov 2015brainiate
Presentation from Salesforce NYC World Tour - November 18 2015, demonstrating best practices for handling: simplified client intake, document management, integration with Gmail, streamlined appointment setting on the Salesforce Sales Cloud.
100 Ways To Run Your Business From Your Phone - Salesforcebrainiate
Learn how real Salesforce users leverage the Salesforce1 platform to drive sales, marketing and customer service, improve operations and collaborate with their customers and colleagues through their mobile device.
Awesome Apps for Salesforce Admins - Salesforce World Tour 2015brainiate
Awesome Apps for Salesforce Admins by David Giller, Founder & CEO of Brainiate. This presentation includes use cases for leveraging: Conga Composer, Cirrus Insight, Box.com, Clicktools.
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What are the main advantages of using HR recruiter services.pdfHumanResourceDimensi1
HR recruiter services offer top talents to companies according to their specific needs. They handle all recruitment tasks from job posting to onboarding and help companies concentrate on their business growth. With their expertise and years of experience, they streamline the hiring process and save time and resources for the company.
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
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It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
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This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
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Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
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Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
2. • Introduction to Lightning Experience
• Understanding the user experience
• Resources
‐ Where to learn more
‐ How existing customizations are impacted
‐ How to roll out Lightning Experience
Objectives
What you can expect from this presentation
4. Lightning Experience is a new, modern user experience in Salesforce
Meet the new user experience in Salesforce!
Lightning Experience Salesforce Classic
Meet the new Salesforce Understand the previous
experience
5. A set of powerful features in an intuitive, intelligent interface to support your business
Introducing Lightning Experience Features
App Launcher Home
Alerts
Account Insights
Contact Insights
Navigation Menu
Master-Detail View
Board View
List View Chart
Performance Chart
User Profile
Notifications
Assistant
Filters
Composer
Highlights Panel
Sales Path
Quick View
Workspace
Email Composer
lightning experience
6. Home
Performance Chart
Track your performance to
target
Assistant
Customized to each sales
rep, to help you focus on
what’s important each day
Account Insights
Get insights and updates
that help you take action
on your top accounts
An intelligent way to start your day fast
7. List Views
List View Charts
Visualize your lists on the fly
with a bar or donut chart
Filters
Anyone can add or edit a
filter with a simple, visual
interface
Type-Ahead Search
Find any list view with an
easy type-ahead search
feature
See your data, your way, with easy filters and visualization tools
8. Dashboards
Spanning columns
Give a chart the space it
needs to show the right
data
Flexible Layout
Add more components in
a row with more columns
available
Easy Filters
Add filters with a simple,
visual interface
Visualize your data with beautiful charts and a flexible layout
9. Board
Visualize Your Pipeline
See your opportunities
organized by stage, with
subtotals up top
Drag and Drop
Move deals between
stages with click and drag
Alerts
Get smart alerts prompting
you to take action on
deals that need your
attention
A powerful way to visualize and work your pipeline
10. Opportunity & Lead Workspaces
Sales Path
Customizable guidance to
support your sales process
Composer
Create records with ease
Quick View
Hover over links to view details
without ever leaving the page
Highlights Panel
See important information at a
glance
Action-oriented workspaces to work your deals in flight
11. Sales Path
Customizable
Add your statuses and stages
for leads and opportunities
Guidance for Success
Provide coaching in context
at each step in the sales
process, including helpful
scripts, questions to ask, and
tips
Key Fields
Present important details up
top, with the ability to edit
Helpful guidance and relevant information at every stage to support your sales process
Customize Sales
Path to support
your sales process
12. Notes
Autosave
Never lose a detail while
you compose your thoughts
Rich Text
Add bullets, numbered lists,
or text formatting to
organize your content for
easy reference
Relate to Multiple Records
Relate a single note to an
account, contact,
opportunity, and more
Take detailed notes and relate them to multiple records
13. Composer
New Task
Make a follow-up task on
the fly
New Event
Quickly create a meeting
request
Email
Compose and send an
email, with rich text
formatting, attachments,
templates, and more
Take action fast on any record
14. Tasks
Tasks
Access your tasks from a
convenient Tasks page right
from the navigation menu
Master-Detail
See your complete task list,
and drill into any task, side-
by-side
Actions
Edit a task, add comments,
and change priority, status,
and more
View and update all your tasks from one place
15. Navigation Menu
Collapsible
Space-saving navigation
menu can be expanded as
needed
Hover
Hover over any icon to see
the name of the object
Access
Drill into any object to
access records, or launch
the App Launcher to
access other objects
Navigate your way through the app with collapsible menu
16. Search
Recent Items
Drop-down list of your
recently-viewed items
Type-Ahead Search
Potential matches for your
search suggested as you
type
Frequently-Used Objects
Search results show your
most frequently used
objects and top results at
the top
Find what you’re looking for fast
17. Help Menu
Contextual Help
Find contextual help topics,
videos, guides, and more, all
in the context of the page
you’re viewing
Walkthroughs
Get an in-app walkthrough
on the topic you choose by
clicking a walkthrough link
Feedback
Give instant feedback on
Salesforce and Lightning
Experience
Get contextual help right in Salesforce
19. Both experiences are available for customers to use
Lightning Experience and Salesforce Classic
Lightning Experience Salesforce Classic
● The user experience immediately predating Lightning Experience is Salesforce Classic.
● Features not yet supported in Lightning Experience are available in Salesforce Classic.
● If you’re not ready to migrate all users to Lightning Experience, you can use both Lightning
Experience and Salesforce Classic.
20. You can switch between Lightning Experience and Salesforce Classic with ease
Switching Between Interfaces
Any user can switch between interfaces on demand
21. Roll out to all users or pilot with a group of users
Understanding your options
1 2 3
If you’re just starting
with Salesforce,
start with
Lightning Experience
Use Permission Sets or
Profiles to
run a pilot of
Lightning Experience
Migrate your entire
user population
at one time to
Lightning Experience
23. Your free guide to
learning and challenging
yourself on the
Salesforce1 Platform.
trailhead.salesforce.com
Introducing Trailhead
24. How to assess if any existing customizations are affected by Lightning Experience
How Existing Customizations are Affected
Get the Lightning Experience Basics badge
on Trailhead, where you’ll learn how to:
● Conduct a gap analysis
● Compare the two user experiences
● Learn about what isn’t supported
See Appendix A for additional details
25. Develop a rollout strategy and go live with greatness
How to roll out Lightning Experience
Get the Lightning Experience Rollout badge on
Trailhead, where you’ll learn how to:
● Get educated on Lightning Experience
● Craft and execute a rollout plan
● Measure your results
26. • Get your badges on Trailhead
• Read the Release Notes
• Join the Lightning Experience
group on the Success Community
Learn and Engage
Where to learn more about Lightning Experience
Learn Engage
29. Comparison Chart: Home
This isn’t a comprehensive list of supported and unsupported
features. For a more detailed list, please see the Salesforce Help.
Feature Lightning
Experience
Salesforce
Classic
Performance Chart X
Assistant X
Account Insights X
Chatter X
Customizable dashboards X
Tasks X X
Items to Approve X
Calendar X
Recent Records X X
Top Deals X
Customizable home page components X
30. Comparison Chart: Accounts & Contacts
Feature Lightning Experience Salesforce Classic
Account Insights X
Contact Insights (Closed Pilot in Winter ’16) X
Highlights panel X
Activity Timeline X
Distinct ‘reference’ page layout X
Related lists X X
Notes component X X
New Files X
Twitter highlights X X
Quick View (hover) X
Granular sharing and security settings X X
Collaborate X X
Person Accounts X
Account Teams X
This isn’t a comprehensive list of supported
and unsupported features. For a more detailed
list, please see the Salesforce Help.
31. Comparison Chart: Leads & Opportunities
This isn’t a comprehensive list of supported
and unsupported features. For a more detailed
list, please see the Salesforce Help.
Feature Lightning
Experience
Salesforce
Classic
Opportunity Teams X
Opportunity Splits X
Add similar opportunities X
Big deal alerts X
Opportunities
Feature Lightning
Experience
Salesforce
Classic
Find duplicate leads X
Change lead owner to a queue X
Lead campaign history X
Create leads X X
Assign leads to campaigns X
Customize lead conversions via API X X
Leads
Feature Lightning
Experience
Salesforce
Classic
Customizable highlights panel X
Sales path X
Create related records in context X
Quick view (hover) X
Composer X X*
Integrated email and templates X X
Workspace template page layout X
Activity timeline X
Enhanced Notes X
New Files X
Collaborate X X
Leads & Opportunities
32. Comparison Chart: Board
This isn’t a comprehensive list of supported and unsupported
features. For a more detailed list, please see the Salesforce
Help.
Feature Lightning
Experience
Salesforce
Classic
Charts X
Create filters on the fly X
Drag and drop X
Intelligent Alerts X
Type-ahead list view search X
Advanced Filter Logic ((1 and 2) or 3)
Sortable columns
Sharing settings X*
Create and edit list views X
* Only list views marked as “Visible only to me” or “Visible to all users” are supported. Sharing with certain groups of users isn’t
supported.
33. Comparison Chart: List Views
This isn’t a comprehensive list of supported and unsupported
features. For a more detailed list, please see the Salesforce
Help.
Feature Lightning
Experience
Salesforce
Classic
Charts X
Create filters on the fly X
Type-ahead list view search X
Advanced Filter Logic ((1 and 2) or 3) X
Sortable columns X X
Resizable columns X
Sharing settings X* X
Create and edit list views X X
* Only list views marked as “Visible only to me” or “Visible to all users” are supported. Sharing with certain groups of
users isn’t supported.
34. Comparison Chart: Reports
This isn’t a comprehensive list of supported and unsupported
features. For a more detailed list, please see the Salesforce
Help.
Feature Lightning
Experience
Salesforce
Classic
Create filters X
Enhanced report charts X
Matrix report details auto-hidden X
Hide totals and subgroups from report view page X
Scheduling reports X
Follow reports X
Report folder sharing X* X
Create report folders X
Report notifications X
Bucket fields X X
Custom summary formulas X X
Joined reports X
Report editing X X
* You can’t set up folder sharing in Lightning Experience; however, folders viewed in Lightning Experience that were created in
Salesforce Classic inherit all permissions assigned in Salesforce Classic.
35. Comparison Chart: Dashboards
This isn’t a comprehensive list of supported and unsupported
features. For a more detailed list, please see the Salesforce
Help.
Feature Lightning
Experience
Salesforce
Classic
More than 3 columns supported X
Flexible layout X
Schedule dashboard refresh X* X
Follow dashboards X
Dashboard filters X
Enhanced dashboard list views X
Some visualization components X
* Dashboards that are already scheduled in Salesforce Classic will run as scheduled.
36. Comparison Chart: General
Feature/Product Lightning Experience Salesforce Classic
Custom objects X X
Quotes X
Forecasting X
Territory management X
Campaigns X
Inline editing X
Partner and Customer Community X* X
Ideas Community X* X
Service Cloud via Classic** X
Pardot via Classic X
Data.com Prospector via Classic*** X
Data.com Clean via Classic X
Work.com via Classic X
* No community switcher in Lightning Experience
** Only cases available in Lightning Experience
*** Only Reuters News Notifications and Stories in Lightning Experience
This isn’t a comprehensive list of supported and unsupported
features. For a more detailed list, please see the Salesforce
Help.