A Brief Overview of Salesforce Lightning

CRM
Last updated:
June 18, 2021

What Is Salesforce Lightning?

Salesforce Lightning is a new release of the Salesforce platform. It's designed to be faster and more intuitive while maintaining all the power you expect from salesforce today.

Lightning has been built on three core principles: design, simplicity, and innovation.

The goal of lightning was to develop something that could work for any user type, from beginners who want better access to their data up to experts looking forward to using features like programmatic event handling in Apex code.

With this major update, no matter what your skill level or role within an organization (salesperson? customer service representative? marketing specialist?), we're confident there will be things about salesforce lighting that meet your needs - whether Prepare for the Lightning Experience.

A Brief Overview of Significance of Lightning. A more intuitive UI means less time spent trying to figure out where things are - instead, find them quickly in a way that makes sense based on your role within an organization. The Lightning Experience will also enable more sales opportunities to create and send proposals within one screen.

Lightning is built for all types of users - from beginners who want better access to their data up to experts looking forward to using features like programmatic event handling in Apex code. And because Lightning has been designed as a single user interface that scales for everyone, it’s easier than ever for your team members no matter their skill level or role:

lightening GIF

 

Who Is Salesforce Lightning Designed For?

Lightning is designed for all types of users - from beginners who want better access to their data up to experts looking forward to using features like programmatic event handling in Apex code. And because Lightning has been designed as a single user interface that scales for everyone, it’s easier than ever for your team members no matter their skill level or role:

- Salesforce administrators can more quickly and efficiently set up new sales reps by assigning them an app via the App Launcher

- Designers will be able to create custom layouts without writing any code with Lightning Components

- Developers will have improved visibility into deployment settings and configuration changes with updated Workbench tools

- Technical support staff may provide faster resolution times to customer incidents with Lightning's new built-in search and filtering functionality

Salesforce Lightning: The Future of Sales and CRM - Salesforce.com

 

What's In It For You?

Lightning offers powerful features like intelligent defaults that will make running your business easier than ever. So if you're ready to take on anything from customer service tickets to sales reports using this new toolset, then get started by downloading Salesforce today.

Lightning allows users of any skill set or role—administrators, designers, developers and technical support staff to utilize it.

 

Salesforce Classic vs Salesforce Lightning: What are the benefits of migrating?

- Lightning offers powerful features like intelligent defaults that will make running your business easier than ever. So if you're ready to take on anything from customer service tickets to sales reports using this new toolset, then get started by downloading Salesforce today.

- Lightning allows users of any skill set or role—administrators, designers, developers and technical support staff—to utilize it.

Salesforce Lightning: The Future of Sales and CRM

Is Lightning Different than Classic?

With Salesforce Lightning, we’ve made it easier to access your data and work with that data in ways you couldn't before.

While the content management tools are virtually identical, they're now optimized for modern web browsers; Lightning has a more intuitive interface design and an enhanced mobile experience.

Salesforce Lightning is an entirely new interface for Salesforce that makes it easier than ever before to access data, collaborate, execute processes such as process automation or configuration changes, create reports in various formats on any device (including mobile), and more.

With Lightning, there are also powerful features like intelligent defaults, which will make running your business much easier than ever before.

 

What Is so New About Lightning?

It offers powerful features like intelligent defaults that will make running your business easier than ever. So if you're ready to take on anything from customer service tickets to sales reports using this new toolset, then get started by downloading Salesforce today.

 

How Long Does Migration Take?

A few hours or days - depending on how much data you have - and we'll help every step of the way.

 

How to Create a Calendar in The Lightning Experience?

After logging into the Lightning Experience, click on the "Create" menu and select Calendar. Then drag it to where you want this tool to be situated in your UI.

The calendar has an icon that looks like a date with clock hands pointing up. Selecting this will allow you to edit its settings or even delete it if necessary.

When editing a specific event on the calendar, there is also an option at the top right which says "showtime." This will switch between showing either 12 hours or 24 hours for that particular day of the week (provided they are set as such).

You can also select any colour from within Salesforce's theme palette by clicking on one of these colours shown below: Save changes directly.

How to see other users calendar(Events/Tasks) to my partner Community users  calendar? - Salesforce Developer Community

 

How can I use Salesforce Lightning Experience with TargetX?

The Lightning Experience is a reimagination of the Salesforce user interface. It delivers on our commitment to developing an intuitive, highly accessible experience for all users. The new UI provides more touchpoints than ever with updated navigation features like tabs and cards and dynamic experiences that are tailored based on what you do in your app or industry. In this article, we'll take a closer look at how Lightning Experience can help marketers throughout their sales cycle from lead conversion to campaign execution - enabling them to be even more productive while creating better results for brands everywhere!

To use TargetX within the Salesforce Lightning Experience:

First click Add New App -> Apps->TargetX -> Create An Account -> Log Into Your Company's Developer Portal -> Return to Your Salesforce Lightning Experience

In the TargetX app, click "Create New Account" -> Fill in Your Company's Name and Contact Info

Once you've created your account successfully, you will be taken to a new page that lists all of your company contacts. Click on any contact from this list to search for them within the sales process. You can also create groups by selecting '+' next to My Contacts -> Add Group > Give it a name > Select users from the Member box. These are just two examples of how TargetX helps marketers research their leads and keep track of their work, so they never miss a step!

How can I use Salesforce Lightning Experience with TargetX

 

Why Do I Have Two Notes Related Lists Now?!

While you're in the process of building a new account, your team may have questions about what to do next. To help with this, TargetX now includes two related lists so users can quickly find answers: one for Custom Fields and another for Notes & Attachments. These are set by default as 'My Related Lists,' but they can be renamed if needed (more on how below).

Users can also change these settings at any time from Settings > Personalize Lightning Experience > My Related Lists -> Edit List Names -> Type their desired name into the box. When making changes to list names or anything else within salesforce lightning, note that there is no need to save - every interaction has instantaneous results!

 

Why Salesforce Built Lightning Experience

Salesforce Lightning has been designed to help salesforce customers be more productive and efficient. This new, elegant design will allow for a more streamlined user experience through improved navigation, faster data entry with fewer taps than classic Salesforce, and the ability to view records in their related lists together on one screen.

 

A Brief History of Salesforce.com 

Salesforce.com was founded in 1999 by Marc Benioff and Parker Harris after a disappointing sales experience with Oracle Corporation that led to them deciding there must be an easier way for customers to buy the software. Salesforce is the customer relationship management enterprise cloud computing company that provides CRM, marketing automation, social media and other business applications online as services. According to the New York Times, today, they have more than 100k paying customers from small businesses to Fortune 50 companies and are worth around $50 billion.

Marc Benioff - Salesforce.com

 

History of Marketo and Salesforce Lightning

As of December 31, 2014, Marketo became a wholly-owned subsidiary of salesforce.com and began offering the same marketing automation tools as salesforce; this initiative was called "Salesforce Lightning."

The new Marketing Cloud is built on Salesforce's latest technologies: email solutions such as Chatter Email and Campaign Builder, in addition to social media applications like Radian Social. The change also includes CRM (customer relationship management) or sales force automation systems which are part of the service now.

Today, many companies purchase both services because it provides enhanced capabilities for their customers that they cannot find elsewhere with one company alone. When you 'buy into these apps, your integrations come free too! It may not be easy to understand how everything pieces together, but once you have it set up, the benefits of this new offering make a lot more sense.

Salesforce Lightning has been designed to give sales and marketing teams an easy-to-use interface that is mobile-enabled for any device; users can get access anywhere they are with their laptop or tablet. This means less time spent at your desk and more time on calls! It also improves collaboration between departments such as sales and customer service, leading to a better experience for customers who may be in contact with different groups throughout their journey through the purchasing process.

The Salesforce Lightning App Builder allows marketers to create customized apps without having the technical skills required by other platforms like Adobe Air or Java Scripts. You can 'install ' the App Builder or 'build' it from within salesforce.com and then add apps, features and functionality for your marketing needs, such as a Contact Us button to allow customers to reach out with any questions they may have.

You can also do this by using Lightning Components which are reusable app building blocks that make it easy for marketers to customize without any coding skills necessary! All you need is the right component (such as buttons) to build an app on top of them. These components connect everything like puzzle pieces, so you don't have to worry about getting lost in translation when creating your own customized mobile experience!

In Summary: Salesforce Lightning is a new interface designed specifically for sales and marketing teams who want more.

 

Salesforce Lightning features for business users

- Lightning Components: With the Lightning Components, you can build your own mobile app without any coding skills necessary. It is a set of reusable and customizable building blocks for marketers to make it easier to customize their apps with marketing-specific features while never having to worry about anything getting lost in translation!

- The Us Button: One of my favourite new additions from Salesforce Lightning is that there's now an "Us" button right on the homepage so customers can easily contact us should they have any questions or need help with something. This way, we're always just one click away, even when our phone lines are closed :)

- Customizable Homepage Tabs - now you can designate tabs as "Home," "Contact us," or "Get Started." Each will show up in every app, no matter which tab it was set to when first created! You don't need special permission anymore; if you want something different, go ahead and make it happen :) 

- Personal Space Templates - this has always been an awesome feature but even better with Lightning because all of your personal space templates will automatically be shared across any apps they're used in from then on.

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