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.
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