I am sure, by now, most of the salesforce users must have identified how Lightning Experience can help efficiently deliver their day to day tasks, but some of us might still be stuck with the old salesforce classic. If you have read what all Lightning Experience can do but still not convinced to switch over, let me give you few more reasons to move! With the Winter ’18 release, salesforce has introduced the following key features in Lightning Experience.
1. New Look and Feel
There is improved information density and less white space – so you can see more of what you need without scrolling; legibility – using font size and color; better contrast between foreground and background – making it easier to scan and scroll while staying focused on what you need; and added a splash of color with a background image inspired by Trailhead.
2. Add Tables with up to 10 Columns to Dashboards (Beta)
The Lightning table, a new dashboard table component, shows up to 200 records and 10 columns from the fields available in a source report’s report type. (So the fields need not be added to the source report as columns!) Add a Lightning table to supplement chart and metric-based overviews with record-by-record details.
Although this feature is currently only in Beta and doesn’t support: Chatter photos, conditional highlighting, and dashboard filters aren’t applied to Lightning tables.
3. Edit more records at once with Mass Inline Editing
Your reps can now update up to 200 records without leaving a list view. Select multiple records in a list view and then click the edit icon next to the field you want to update. Enter the new value for the field, and click Apply to update the selected records.
4. Embed Dashboards on the Home Tab and in Lightning Apps
Embed dashboards to surface insights right where people work. For example, add the Sales Pipeline dashboard to the Home tab to give your sales team the information they need when they log in to Salesforce. Embedded dashboards are fully functional and interactive. Refresh them, apply filters, and click chart segments to drill into filtered reports.
Dashboards need space to display charts and tables. If an embedded dashboard is squished into too small a space, then a collapsed version displays instead of the full dashboard. Click View Dashboard to open a collapsed dashboard.
5. Prompt Users to add Products to Opportunities
Ensure that opportunities are more complete by having Salesforce prompt sales reps to add products to new opportunities. To prompt users to add products to opportunities, from Setup, enter Opportunity Settings in the Quick Find box, then select Opportunity Settings. Enable Prompt users to add products to opportunities.
6. Open Reports in Quip
Take full advantage of Quip’s living documents by working with connected report data in a Quip spreadsheet. Plus, work with Quip’s productivity features: @Mention colleagues to discuss data through real-time discussion threads. Harness hundreds of spreadsheet functions. And add spreadsheets into other Quip docs to add data to your context, or context to your data. This feature is new in Lightning Experience.
7. Expand your Rep’s Email Reach with List Email
Take your company’s email outreach efforts to the next level. Reps can send an email to recipients on contact, lead, and person account lists without worrying about blasting everyone with a Reply All response. Or, they can choose individual records on a list view. List email sends an individual email to each recipient instead of one email to the entire group. Reps can amp it up by using email templates and merge fields to customize each email.
8. Speed through Lead Conversion with added flexibility
Your reps now save time when they convert leads. The new lead conversion process matches leads with contacts and accounts already in Salesforce. At the same time, reps create an opportunity or select one already in the works. With the new efficient conversion window, reps can quickly:
- Create an account, contact, and opportunity from the lead data with a single click
- Update the values provided from the lead for each new record
- Choose the record types
- Relate the lead to existing account, contact, and opportunity records matched to the lead using your duplicate management rules
- View details of the matched records
- Search for more records to relate to the lead
- Create a follow-up task
9. Keep sensitive data Private with Private Notes
Your reps rely on notes to streamline their workflow and increase productivity. With private notes, they can record sensitive information while keeping the note in context. Reps can also selectively share private notes.
As your reps develop business relationships with their customers, they can become privy to confidential information. They could learn about an upcoming product launch, or the timing of a new initiative. They want to record this information, but don’t want everyone to be able to see it. That’s when private notes come in handy.
Your reps have these sharing options for private notes.
Visible to Records
Anyone with read access to the related record can see the note.
The note is visible only to the rep and people the rep has explicitly shared it with.
Only the owner of the note can see it.
10. The Lightning Experience Readiness Check got a Promotion
Need help influencing stakeholders and executives to support your move to Lightning Experience? Want to know where your customizations stand as of Winter ’18? Or are you looking for more support to replace Visualforce pages or those old, tired s-controls? Run the Lightning Experience Readiness Check and get the support you need, presented clearly in the updated Readiness Report.
Abhilasha Dhamija is the makepositive Service Manager in Managed Services now based in London, UK, previously working for makepositive in Gurgaon, India and a regular blogger. Click here to see Abhilasha’s blog.