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Introduction to Lightning For Admins Matthew Morris Salesforce Consultant [email protected] @matmorris Create your own elevator speech on the topic of Salesforce Lightning
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Introduction to Lightning for Salesforce Admins

Apr 16, 2017

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Page 1: Introduction to Lightning for Salesforce Admins

Introduction to Lightning For Admins

Matthew Morris Salesforce Consultant [email protected] @matmorris

Create your own elevator speech on the topic of Salesforce Lightning

Page 2: Introduction to Lightning for Salesforce Admins

“The Lightning Experience brings a reimagined consumer-like experience that is modern, efficient and smart to Salesforce users across every device - desktop, tablet and mobile.”

Salesforce’s Own Products Using Lightning TechnologiesSalesforce Lightning Experience

https://developer.salesforce.com/lightning

http://www.salesforce.com/lightning

Home, Accounts & Contacts, Opportunities, Reports, List Views, The Opportunity Board

Person Accounts (Beta), Campaigns (Beta), Opportunity Teams, Assets, Work Orders, Files Connect, Filtered Dashboards…

Page 3: Introduction to Lightning for Salesforce Admins

Multiple databases, not just Salesforce data

Complex business process, which change over time

Whatever we build needs to work on ANY device (this year and the next…)

Customise & Integrate : The Admin’s Challenge

Page 4: Introduction to Lightning for Salesforce Admins

Our Project Lifecycle

CustomiseAppearance &

Behaviour

Connect to Data Sources

ImplementBusiness Processes

Deliver The

Application

Business changes

Technology changes

Page 5: Introduction to Lightning for Salesforce Admins

Meet the family! The Admin Lightning Experience

Connect Process

BuilderApp

BuilderComponent Framework

DesignSystem

Page 6: Introduction to Lightning for Salesforce Admins

Connect to Data Sources

Connect Process

BuilderApp

BuilderComponent Framework

DesignSystem

Page 7: Introduction to Lightning for Salesforce Admins

Code with Apex

Connecting External Data

Page 8: Introduction to Lightning for Salesforce Admins

Code with Apex Tools + Salesforce API

Connecting External Data

Page 9: Introduction to Lightning for Salesforce Admins

Code with Apex Tools + Salesforce API Lightning Connect

Connecting External Data

Page 10: Introduction to Lightning for Salesforce Admins

Access the data in 4 easy steps:1. Select the external data tables you want to use

2. Sync the table and field definition into Salesforce (no typing)

3. Add relationships between Salesforce & External objects

4. Edit page layouts

Lightning Connect Connect to any source supporting the OData standard

Page 11: Introduction to Lightning for Salesforce Admins

External Objects Work Like Custom Objects

✓ Tabs

✓ List Views

✓ Detail Pages

✓ Chatter Feeds

✓ Visualforce pages

✓ Lightning components

✓ REST/SOAP API access

✓ Read & Write

✓ Available on Classic desktop, Lightning Experience desktop & mobile app

Page 12: Introduction to Lightning for Salesforce Admins

Visit Odata.org Try it for yourself Weigh Up Cost vs. Benefit

Remember the cost of maintenance!Subtext placeholder

Take Action Evaluate the value of Lightning Connect to your organisation

Page 13: Introduction to Lightning for Salesforce Admins

Implement Business Processes

Connect Process

BuilderApp

BuilderComponent Framework

DesignSystem

Page 14: Introduction to Lightning for Salesforce Admins

Lightning Process Builder“DECLARACTION!”

Visually layout a process

Point-and-click development

Collaborate with business owners

Improve visibility & maintainability

Create “headless flows”

Revamp existing workflow rules

Replace many basic Apex triggers*

Orchestrate calls to Apex & Flow & Approvals

Page 15: Introduction to Lightning for Salesforce Admins

Dreamforce Video Channel Success Community Grow Into Visual Workflow

Sessions + HOTS from DF15 recorded

Take Action Become a master of Process Builder (& Visual Workflow)

rakeshistom.wordpress.com/learning-flow

Page 16: Introduction to Lightning for Salesforce Admins

Customise Appearance & Behaviour

Connect Process

BuilderApp

BuilderComponent Framework

DesignSystem

Page 17: Introduction to Lightning for Salesforce Admins

Lightning Design System What is it?

Page 18: Introduction to Lightning for Salesforce Admins

Page layouts, CSS & icons

Download as a Zip file or unmanaged package

Is it for Admins?

YES! Use the icons & colours in your own Visualforce

Make sure your developers know it & use it

Save time with your design team

A Design System All the resources you will ever need

Page 19: Introduction to Lightning for Salesforce Admins

Standard ComponentsBuilt by Salesforce

Custom charts Data entry tools Custom data layout Dynamic maps

Left nav Publisher bar Feed items

Tasks

Sliders Multi-view charts

Pass/FailCustom ComponentsBuilt by customer developers

AppExchange ComponentsBuilt by Partners

Lightning Component Framework

Page 20: Introduction to Lightning for Salesforce Admins

Lightning Builder

Drag & DropBuild with standard, custom & partner Lightning Components

Deliver The ApplicationDesign apps for every screen from one canvas

Page 21: Introduction to Lightning for Salesforce Admins

You can add Lightning Components to Visualforce pages!http://peterknolle.com/lightning-components-in-visualforce/

BONUS FEATURES Lighting Components For Visualforce

You can add Lightning Components other websites e.g.

A Chatter feed on a Sharepoint site Order status on a custom PHP web applicationhttp://www.slideshare.net/developerforce/lightning-out-components-for-the-rest-of-the-world

Lightning Out (Beta)

Page 22: Introduction to Lightning for Salesforce Admins

Success Groups Salesforce University Trailhead

Subtext placeholderSubtext placeholder

Take Action Educate yourself about Components, Design System & App Builder

Lightning App Builder

Lightning Out

Lightning Components for Communities

Page 23: Introduction to Lightning for Salesforce Admins

We Have The Technology

CustomiseAppearance &

Behaviour

Connect to Data Sources

ImplementBusiness Processes

Deliver The

Application

Business changes

Technology changes

Page 24: Introduction to Lightning for Salesforce Admins

Q & A

Matthew Morris Salesforce Consultant [email protected] @matmorris

Page 25: Introduction to Lightning for Salesforce Admins

Thank You

Matthew Morris Salesforce Consultant

[email protected] @matmorris

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