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David Giller
dgiller@brainiate.com
201-478-7412
Lightning Experience Overview
• 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
Introduction to Lightning Experience
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Understanding the user experience
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.
You can switch between Lightning Experience and Salesforce Classic with ease
Switching Between Interfaces
Any user can switch between interfaces on demand
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
Resources
Your free guide to
learning and challenging
yourself on the
Salesforce1 Platform.
trailhead.salesforce.com
Introducing Trailhead
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
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
• 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
THANK YOU
Appendix A: Comparison Charts
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
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.
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
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.
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.
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.
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.
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.

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Salesforce Lightning Experience Overview by Brainiate

  • 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.