Lightning Experience (LEX)

Abhilash KuntarTech Lead, ET MarlabsCo-organizer Salesforce Developer Group Bangalore

Will be talking about..

▪ Introduction▪ Home▪ Opportunity Board▪ Opportunity Workspace▪ Accounts and Contacts▪ List Views▪ Reports and Dashboards▪ Navigation, Notes, side by side Tasks & more.

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Introduction

• Lightning Experience - It’s fast, it’s beautiful, and it’s unique to each sales rep.

• Free• Winter’16 onwards• Automatically available for

all Editions except CME and orgs without Person Account.

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Home

• Use the Performance Chart to monitor how close you are to crushing your numbers

• Get insights fast with Account Insights and social highlights

• Use the Assistant to identify exactly what you need to be doing today

• Focus your selling activities on your Top Deals.

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Opportunity Board

• Visualize your deals at each stage in the sales cycle

• Move deals between stages using drag-and-drop functionality

• See alerts that notify you when action is needed on a key deal.

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Opportunity Workspace

• Showcase key record details in the new highlights panel at the top of the page

• Use the handy composer to quickly log calls, create tasks, send emails, and more

• Get key coaching details with a customizable sales path to support your sales process

• See a wealth of related information on hover using quick view, without ever leaving the opportunity page

• Add related records—like contacts—in context with minimal clicks.

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Accounts and Contacts

• Get the latest news for your customers with integrated Twitter and Account Insights

• Work smarter and keep your data clean with field-level duplicate matching

• Locate important data efficiently with the redesigned Lightning page layout

• Review past and upcoming activities at a glance

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List Views

• Visualize your data in seconds with list view charts

• Use type-ahead search to find a favorite list view fast

• Automatically open your list views created in Salesforce Classic using Lightning Experience

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Reports & Dashboards

• Create filters for reports• Make visually awesome dashboards

using flexible layout and spanning columns

• Enjoy sales rep-focused enhancements, including auto-hidden details on matrix reports and the ability to hide totals and subgroups on the report run page

• Easy migration from Salesforce Classic to Lightning Experience, with reports and dashboards automatically viewable and inheriting all permissions and sharing already defined

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Navigation, Notes, side by side Tasks & more.

• Navigate through pages more easily with the space-saving, collapsible left navigation menu

• Take better notes with the new Notes feature, which includes autosave, rich text capabilities, and the ability to relate a note to multiple records

• Find your tasks on a new page for tasks, including the new Master-Detail view, which lets you see a single task and your entire list of tasks side by side

• Find records faster with improved search, allowing you to view recent records and top results.

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Now to the favorite part..

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• Files – No Sharing with People, Groups• No• Documents• All Content related• File Syncing

• Formula fields with hyperlinks, image

Now to the favorite part..

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▪ Custom URL and JavaScript buttons aren't supported▪ Many Sales and Service features like Forecasting, Territory

Management, Consoles..▪ Force.com Quick Access menu won't appear ▪ Many things won't appear in Home tab, notably Recycle Bin▪ Custom Help don't appear in new Help menu▪ There is no setting for no. of items to show in List View▪ Inline editing (Detail page as well as List View) not supported▪ Search in Reports isn't there▪ Joined Reports aren't supported.

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Thank You.