SALESFORCE LIGHTNING - Amazon S3 · 2016-08-24 · Is Lightning for You? Salesforce Data Home Calendar & Events ... This information is considered accurate as of the Winter ‘16

SALESFORCE LIGHTNINGWHAT IS IT & ARE YOU READY FOR IT?

INTRODUCTION

IntroductionOverviewAbout SimplusKsenia Choate

Lightning ExperienceWhat is it?

Enable LEHow?Recommended Features

What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities

Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic

QAQuestionsThank You

IntroductionLightning ExperienceEnable LEWhat’s New in Lightning?Is Lightning for You?Q&A

Introduction

Overview

3

Goals● Learn What Lightning Experience (LE) Is● Understand Some of the Changes LE Brings● Determine If LE is Right for Your Business

Agenda0:050:050:050:100:100:05







Introduction

About Simplus

4

● We’re Certified Experts● 100% US Based Support

○ Salt Lake City, UT○ Irvine, CA

● Experienced Team○ 3+ Certifications○ 10+ Completed Projects○ 4+ Years of Experience







Introduction

Ksenia Choate

5

● 4 Years of Salesforce Experience○ Salesforce Consultant○ Sales Engineer

● Enjoys Irish Dancing, Learning Foreign Languages, and Spending Time With Her Family

● People Love Working With Her

“...Ksenia Choate at Simplus has not only met our expectations but in most cases, exceeded them on a regular basis.”

-Tom Roberts, HRA-IQ

“...Ksenia Choate is amazing. She basically made Salesforce for dummies just for me. Her knowledge and training with Salesforce has really taken us far.”

-Jade Martinsen, Moog Medical

LIGHTNING EXPERIENCE







Lightning Experience

What Is It?

7

NOTE: This information is considered accurate as of the Winter ‘16 release.

Classic Lightning

ENABLE LIGHTNING







Enable Lightning Experience

How?

9

Click on “Setup.”

Click “Lightning Experience” on the left bar.

Scroll down to “Enable the New Salesforce Experience” on the main screen.







Enable Lightning Experience

● Account Insights○ Give users instant access to relevant news articles about

accounts.● Social Accounts, Contacts, and Leads

○ Keep users up to date by letting them link accounts, contacts, and leads to Twitter profiles.

● Notes○ Let users take better notes faster with an improved version of

the Salesforce note-taking tool.

10

Recommended Features

WHAT’S NEW IN LIGHTNING?







What’s New in Lightning?

Menus

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Simplified Navigation

Quickly view the menu item’s name by hovering over the icon.

The Rubik’s Cube (3x3) is the App Launcher.

Save screen real estate by collapsing the menu.








Object Manager

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Organize Objects Easily

View all your standard and custom objects from one location.

Filter through objects to quickly find what you need.

Both standard and custom objects have a standard detail page.








Home Page

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Key Information At-A-Glance

View Opportunities with the Quarterly Performance Chart.

See tasks and records that need your attention with Assistant.

Stay updated on key accounts with Account Insights.








Leads

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Build Potential Business

View key information in the Highlights Panel.

Visualize the customer’s progress with the Sales Path.

Quickly view past and upcoming activities with the Timeline.








Opportunity Board

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A Powerful Way to Manage Your Pipeline

Visualize Pipeline by stage and subtotals.

Easily drag and drop records between stages.

Get intelligent alerts when you one of your deals needs your attention.








Opportunities

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Focus on the Real Deals

Visualize the customer’s progress with the Sales Path.

Quickly view past and upcoming activities with the Timeline.

View important details without leaving the page with Quick View.

IS LE RIGHT FOR YOU?







Is Lightning Right for You?

Salesforce Data

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Feature Lightning Experience Salesforce Classic

Accounts, Contacts, Leads, Opportunities, Price books, Products

√ √

Cases (basic support) √ √

Custom objects √ √

Chatter feeds, groups, and people √ √

Salesforce Files √ √

Other Sales and Service objects √








Home

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Performance Chart √

Assistant √

Account Insights √

Feed and publisher √

Customizable dashboards √

Tasks √ √

Items to Approve √

Calendar and Events √








Home (continued)

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Recent Records √ √

Top Deals √

Customizable home page components √








Calendar & Events

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Enhanced Calendar √

Events √ √








Accounts & Contacts

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Account Insights √

Contact Insights √

Highlights Panel √

Activity Timeline √

Related lists √ √

Enhanced Notes √ √

New Files √

Twitter highlights √ √








Accounts & Contacts (continued)

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Quick View (hover) √

Integrated email and templates √ √

Accounts and contacts hierarchy √

Collaborate √ √

Person Accounts √

Account Teams √








Opportunities

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Opportunity Teams √

Opportunity Splits √

Add similar opportunities √

Big deal alerts √








Leads

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Find and merge duplicate leads √

Change lead owner to a queue √

Lead campaign history √

Create leads √ √

Assign leads to campaigns √

Customize lead conversions via API √ √








Both Opportunities & Leads

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Customizable highlights panel √

Sales path √

Create related records in context √

Quick View (hover) √

Composer √ √

Integrated email and templates √ √

Workspace template page layout √

Activity timeline √








Both Opportunities & Leads (continued)

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Enhanced Notes √

New Files √

Collaborate √ √








Opportunity Board

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Charts √

Drag and drop √

Intelligent Alerts √

Type-ahead list view search √

Sharing Settings √








Lightning vs. Classic: Which One is Right for You?

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CLASSIC

SUPERCHARGE SALES TEAMSNew features like Sales Path, Assistant, and Board View allow sales teams to work faster & more efficiently

BETTER DASHBOARDS & REPORTSWith flexible layouts, spanning columns, & filters, Lightning makes it easy to see your data exactly how you want it.

WORK MOBILELightning Experience was built with mobile in mind. All components in Lightning are responsive and mobile-friendly.

EASY NOTESThe new Notes feature autosaves your work, supports rich text, and can be connected to multiple records at once.

CUSTOMIZABLELightning does not support custom Javascript and URL buttons. Visualforce pages may need additional work.

EVERYTHING WORKSNot everything works in Lightning. If you use campaigns, forecasting, or territory management, you may want to wait.

PERSON ACCOUNTSIf your business uses Person Accounts, Lightning probably isn’t for you. At this time, Lightning does not support Person Accounts.

APP COMPATIBLENot all apps in the AppExchange are compatible with Lightning. The apps you need may determine if Lightning is for you.

Q&A







Q&A

Questions & Answers

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We’d love to open the floor up to any questions you may have. Please type them in now. Due to time constraints, we may not be able to answer every question today.

As a special “Thank You” for attending, we’d like to offer a FREE personalized Lightning Review for anyone who is interested.

If you have more questions about Lightning or want to schedule a free review of your Salesforce instance, please call contact us.

Phone: 888.530.8794 Web: http://www2.simplus.com/webinar-offer/.

http://www2.simplus.com/webinar-offer/







Q&A

Thank You

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Thank you again for attending the Salesforce Lightning: What Is It and Is It Right For You? Webinar.

As a reminder, if you have more questions about Lightning or want to schedule a FREE review of your Salesforce instance, please contact us.

Phone: 888.530.8794 Web: http://www2.simplus.com/webinar-offer/

http://www2.simplus.com/webinar-offer/

THANK YOU

SALESFORCE LIGHTNING - Amazon S3 · 2016-08-24 · Is Lightning for You? Salesforce Data Home Calendar & Events ... This information is considered accurate as of the Winter ‘16

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