What is Salesforce Lightning?

Category: Salesforce Lightning Posted:May 20, 2019 By: Ashley Morrison

What is Salesforce Lightning

In today’s global world entire lines of business have gone digital. The digital revolution has completely disrupted the way the activities are done. The word globalization has gained more relevance due to the digital revolution. For any business, sales and proper customer relationship management is the key to the success of the company. Salesforce is one of the best customer relationship management software that enables the organization to manage their sales, marketing, and business support. Do you intend to propel your company into Sales Success? How would you access the cutting edge of Sales Applications? Read on to find out how Salesforce Lightning with its feedback based practical application helps you answer these questions.

The introduction of Salesforce has completely changed the market dynamics. Earlier companies stored details of their customer on their server. It increased the company cost related to server maintenance, human resources, and information technology service. In the wake of such business conditions, Salesforce becomes a game changer for the industry. Salesforce started providing service as Software as a Service, and today it is world leader in customer relationship management platforms.

However, there is rapid innovation in the digital world. Adults spend more time on Smartphones than on the desktop. Most of the activities related to business are done through mobile phones. The stock market website Marketwatch has detailed findings regarding this .According to a survey, by market research group Nielsen, American adults spend 11 hours of the day on mobile phones doing various activities like listening to music, playing a game, web surfing, reading a book or merely buying clothes of their favourite brand. Mobile devices will drive 80% of online traffic as per the report by Zenithmedia.com. Similarly, the total number of mobile app downloads in 2017 is 197 billion, and it will increase to 258 billion by 2022.

Want to Know More about Salesforce Lightning?

Salesforce Lightning is a component-based framework for app development to simplify the process for business users. It is a boon for business people who want to build apps for their business without having any programming language knowledge. It is an efficient platform that has all the tools and technologies to make a mobile app. There is a Lightning Component Framework that has all the tools and extensions that enable the development of reusable apps. The Design System of Salesforce Lightning offers excellent styles and great user experience for app development. Salesforce Lightning is packed with new features to enable businesses to sell faster, take a better-informed decision and retain their customers better.

Salesforce lightning is made taking feedback from millions of salespeople to embed excellent user experience for salespeople. It includes tools that could make the salespeople more productive, saves their time and drives their business forward faster. Salesforce Lightning applications are built to drive sales and rise to a new level of efficiency.  There are many exciting features like Activity Feed. It enables the salespeople to know what they have achieved in their target and what more they need to do to remain at the top of the department. There is an exciting feature called Opportunity Board where the salesman can drag and drop sales. It gives them boarder pictures of their deals. The salesman can check details of the same customer related to similar agreements on the same page. Salesforce Lightning offers the users customizable dashboards. They can have six to nine columns on their panel.

Salesforce Lightning gives the customer the best value in CRM in the world.  Salesforce Lightning offers business edge over its competitor by bringing groundbreaking innovation in the business, providing excellent solutions on various customer success avenues. It increases the productivity of the market significantly. It gives businesses the advantage of mobility.  Salesforce Lightning will boost productivity, optimize operations and build business apps more quickly.  It is specially designed to push productivity higher, work smarter and build an app faster.  Let’s see how Salesforce Lightning is increasing the productivity of admins, developers, business users, and IT teams.

Lightning Features for Salesforce Users:Lightning Features for Salesforce Users

Salesforce has brought many enabling and out of the box features in their lightning experience to bring more value to their clients. The new lightning experience has functions like chatter feed, navigation, global outreach, reports, dashboards, calendars and tasks, list views, console, integrated email, and lightning record pages. These features increase productivity and save time for the end time users.

Chatter Feed:

The chatter feed enables the user to collaborate between various teams, talk to each other and share information all in real time. It also gives the user the ability to create curated lists of content that is most relevant to them, and existing users can use them.

Navigation:

The user can now create their personalized navigation and bookmark their favorite content using the little star in the top right-hand corner. Customized navigation is a new thing in the lightning experience.

Global Search:

It is always better if you can find the information you need quickly and speedily without navigating within various tabs of the browser. There are numerous new features are included in Global Search like Instant Results which suggest records whose name matches terms and searchers across frequently used topics. The top results display all the searches for objects used commonly.  The search left navigation helps in the selected scope.

Reports:

The business users can easily create reports that meet their criteria. It also gives the option to define and filter, group or display in a graphical chart. There are various features like Lightning Report builder, subfolders for report and dashboard folders, role hierarchy filters on reports, relative data filters, dynamic URL filter, and subscriptions reports. Sometimes many business enterprises need data for further analysis in a third party tool. This has been enabled in the lightning experience.

With Lightning experience reports can be discussed and shared with multiple people on the report page itself.

Dashboards:

Dashboards visually displayed key metrics and various trends for records in the organization. There are denser charts, smaller metrics, and dashboard subscriptions. All these are designed to give an exceptional user-friendly experience to the organization.

Calendar and Tasks:

 The businesses can keep track of all the prioritize task and easily integrate the calendar into them. You can view Google calendar events.  The user can create a schedule for custom and standardized objects, create custom list views for tasks, set recurring tasks and follow up tasks. It offers the opportunity to create new appointments in the calendar which automatically show up as Events in Workforce.

List Views:

The features give easy to record information quickly and easily on the page. The user can promptly modify records on the single page. They can wrap text within text fields and create list view charts. The lightning experience gives the advantage of making changes on page to multiple pages.

Console:

The console features drive productivity while working on the Salesforce. It intelligently uses pre-built sales and service consoles. There is an option of eliminating multiple browser tabs. The user can view records in Split View and apply Macros.

Integrated Email:

The importance of email is well known to most of the business users. Salesforce understands the value of email. To add more value to the customer service, the Salesforce has brought many features of email after receiving feedback from its user’s community.  The user can create the email from anywhere within the Salesforce. They can efficiently utilize organization addresses. It also gives the option of using Gmail or Office 365.  The user can easily drag and drop email attachments. The whole new Email interface has been developed with better email integration, new email user interface.

Lightning Records Page:

The Lightning gives the user the advantage of recording information at lightning speed. It finds data faster and makes it more actionable. It benefits the businesses by closing the deal more quickly and serves the customer better by providing helpful and relevant tools including Sales path, highlighting panels, activity timeline, related lists and records, report charts, and news.

All these features enable a business professional to take their organization to new heights by increasing production of the sales representative. It removes the clutter and help in focussing on the most productive things. It channelizes the energy of the human resources towards the most important things as per the organization perspective. But still many questions what makes the lightning experience so unique. The answer is continuous innovation with sales and service-centric mindset the focus is on reinventing the desktop environment to facilitate better business process. Some of the new features added and reinvented to give an excellent experience to the users include Kanban, Salesforce Einstein, Lightning Dialer, Composer Windows, streams, post-pinning and many more.

Kanban:

Kanban helps to view the status of records for most objects visually. It drags files from one column to another and gives an alert when the action is needed.

Salesforce Einstein:

It increases the productivity of the sales, service and marketing teams by using artificial intelligence. The features give an intelligent prediction, appropriate recommendations, and thoughtful insight to meet various end-user targets to groups. It is one of the most innovative and exceptional features of Salesforce lightning. They believe that with creative inputs and right guidance anyone can deliver outstanding results.

Know More about Salesforce Lightning with Free Live Webinar

Lightning Dialer:

The lightning dialer features enable the user to use phone features without leaving Salesforce. The user can make calls, receive them and add call notes and call information with ease. It saves time and enhances productivity. The customer gets excellent service and in turn good reviews for the staff.

Live feeds:

The feature of live feed gives real-time information in group feeds and real-time comments without refreshing the page. So no more need of refreshing the page if you are stuck in some critical work. All the feeds will be available in real-time.

Go through our Salesforce Developer Interview Questions to crack the Interviews.

Post Pinning:

The post pinning features help to pin the essential elements to the top of groups and topic feeds. The high-impact posts are highlighted so that everybody in the business can get the information. It helps to keep every employee of the company on the same page. Everyone is informed well in advance.

Lightning is the future of the Salesforce. It delivers value and competitive advantage to its customers. If an entrepreneur asked why Salesforce Lightning, then the answer is because all innovation is going to come in Lightning, it is the ultimate solution for next-generation business enterprises, salesman. The easy to use features give a competitive advantage and more time to sell and get ahead of the competitors. The excellent graphical user interfaces provide the customer with an exceptional experience. It provides a solution at one place of the entire problem. It increases productivity as the salespeople have to focus only on targets. They get reports of the full sales target and their own customer feedback at one place. It automatically prioritizes the task and focuses on the more critical and productive job. It offers facilities like taking calls, taking notes, log tasks and send emails from a single page. You get more personalized data and better services. The primary goal of Salesforce Lightning is to take productivity to new heights. Lightning is delivering exceptional results across various departments within an organization. There are 21% improved closing rates, 25% increased in productivity, 29% faster reporting, 28% less time in standardizing the process, 40% improved collaboration. All these are possible because of continuous innovation and working on feedback from the customer. Many features which could not be accommodated in Classic are now brought up in Lightning.

Salesforce lightning values

You may also like to read Quick guide on Pardot for Salesforce Admins.

Conclusion

Salesforce Lightning is the future of Customer Relationship Management. It is designed after taking feedbacks from million of community users. It is specially made to meet the need of next level business users. Sales are the heart and soul of the company. The focus of the company should be on giving quality and adding value to its product. The company can get more rewards by retaining an existing customer rather than acquiring a new customer. All these things are taken into consideration while introducing Salesforce Lightning. It is designed to make the enterprise business to the next heights by reducing paperwork, juggling between various sales algorithms. It offers all data at one place related to the customer and the overall company sales. The enterprise can boost their productivity by 10x level by switching from Salesforce Classic to Salesforce Lightning.

I hope that by now you have had an overview of Salesforce. Before you enroll in ZaranTech’s certification course on Salesforce lightning training do check out this introduction video.

24 X 7 Customer Support X

  • us flag 99999999 (Toll Free)
  • india flag +91 9999999