Lightning Platform

Lightning Platform, Salesforce

Top 10 benefits of Lightning web component over Aura Lightning Components

What is the Lightning Web Component (LWC)? 

The Lightning web component introduced in Feb 2019 is Salesforce’s new programming model built on modern browser improvements or web standards.

These web components help to create custom, reusable HTML tags for web pages & apps.

The lightning component uses different components – The lightning web component & the Aura Component.  

Most important! 

Lightning web component co-exists with the Aura programming model & delivers unparalleled performance.

It is highly useful for:

Improving productivity: Uses modern web language like templates, shadow DOM, Decorators, custom elements.
Enhanced Performance: Web browser executes the code for the superfast experience.

Web Stack Transformation

*Source: Salesforce

As per the development in the last five years, there is a complete transformation in the web stack. 

From 2014 to 2019, the superfast rise in standard web elements is phenomenal. 

Salesforce Lightning web components are like icing on the cake. Now, work is handled efficiently by the web browser.

Lightning web components leverage templates, custom elements, Decorators, Modules, Rendering & events available in ECMAScript 7 & beyond.

Advantages of Lightning web component :

  • Offers enhanced security
  • Superfast & Light in weight
  • Supports advanced browsers technologies like CSS3, HTML5

Aura Lightning Component:

Aura is a user interface framework that develops single-page applications on the Salesforce platform.

It develops reusable component units in the form of a plug & play component. Every aura component performs small tasks independently.

Many aura components work together to create a single application.

Read more to learn What Makes Salesforce Lightning Special – Top 10 Lightning Features

Anatomy of Aura Component

*Source: Salesforce

Aura Component Programming model offers excellent benefits like:

  • Out-of-the-box components: 

Aura out of the box components ensures that the app does not need optimization for different devices.

  • Fast Development: 

Teams work faster with, out of the box component that functions hassle-free with different devices like mobile & desktop.

  • Browser compatibility: 

Apps are compatible with the latest browser technologies like HTML5.

Benefits of Lightning Web component (LWC) over Aura Lightning Component (ALC)

  • Site Loading Speed:

The Lightning web component is hugely faster than the Aura component in loading web pages.

  • Easy Learning:

The Lightning web component script uses HTML & Javascript language. That means tasks are more comfortable to do.

  • Best performance: 

As LWC builts on web components, It makes LWC extremely lightweight & efficient in memory management. That’s the reason LWC runs much faster than Aura lightning components.

  • Debugging made easy:

Debugging is significantly easier for LWC than ALC. Different Salesforce discussion forums address & execute the step by step debugging topics very quickly.

  • Easy to ramp:

The absence of a different framework enables developers to learn LWC more easily.

  • Standardized:

As LWC uses core web components, it offers everything needed for the blazing-fast performance of browsers. It uses common coding languages like CSS, Javascript & HTML.

  • Inbuilt browser security features:

LWC has inbuilt browser security features driving its out-of-the-box usage while Aura requires an event-driven programming model that is GUI dependent. 

It focuses on actions like button press & clicks determining the flow of movement. The Lightning web components support these actions. 

  • Data binding:

Data binding is a technique that binds data sources from the provider and consumer together and synchronizes them. 

LWC supports two-way data binding that helps in coordinating how data moves between different components.

  • Unit testing Support:

LWC supports the unit testing framework.

  • Versatility:

Full encapsulation is available with LWC.

Let’s Conclude:

We have seen ten significant advantages of the Lightning web component over Aura lightning components. CEPTES is a Salesforce Silver consulting partner that can guide you as your strategic partner to speed up the business value of your Salesforce.com investment through consultation, digitization, and innovation. If you are thinking of growing your business using the Salesforce platform, then get in touch; we are happy to help you.

Read more: Salesforce Lightning Web Components: The new way to build Lightning Apps

Lightning Platform, Salesforce

Salesforce Lightning Web Components: The new way to build Lightning Apps

In the latest Spring ’19 release, Salesforce has introduced the new Lightning Web Components (LWC) which is a new programming model for building Lightning components. This will make life easy for JavaScript developers to code on the Lightning Platform as Lightning Web Components are custom HTML elements built using HTML and modern JavaScript. By using this with other low-code tools, organizations can develop & deliver high-performing web experiences. This new programming model can seamlessly work and interoperate with the original Aura programming model in order to offer the highest performance. In a nutshell, the new Lightning Web Components can take the Salesforce development and modern JavaScript development to a whole new level.

Why Lightning Web Components are the future?

JavaScript has been one of the core technologies which is being widely used. As per an IDC report, there are 7.04 million developers worldwide using JavaScript. By introducing LWC, Salesforce aimed to empower companies to optimize their existing technical skill sets rather than seeking other platform specialists. Any JavaScript developer can work on Lightning Platform without much hassle using skills they are familiar with such as standards-based component authoring format, compiler, and rendering engine. LWC is highly developer friendly.

  • Lightning Web Components uses the modern web language and can use the most advanced JavaScript features like classes, modules, and imports. LWC was introduced for enhanced productivity.
  • With LWC, most of the code is natively executed in the browser instead of JavaScript abstractions. This leads to a faster component performance and better user experience.
  • As we already mentioned, LWC can work together with Aura Components. Once created, this can be leveraged by admins and other business users in a similar manner to build and customize apps with clicks, and not codes.

Why Salesforce introduced LWC?

The web stack today is shifting extremely fast. It is swiftly moving towards standardization. Salesforce’s core stack to build lightning components really needed an upgradation. The standardization of the new web core stack is highly intuitive and opens a door to new lightweight frameworks that leverage custom elements, templates, shadow DOM, decorators, modules, and other several other new language constructs available in ECMAScript 7 and beyond.

Their primary task is to offer a layer of specialized Salesforce services on the top of the core stack which is now ideal for intuitive app development. This includes;

Base Lightning Components, which is a set of over 70 UI components all built as custom elements.

Lightning Data Service, which offers declarative access to Salesforce data and metadata, data caching, and data synchronization.

User Interface API, the underlying service that makes Base Lightning Components and the Lightning Data Service metadata aware, leading to substantial productivity gains.

This also connects the Web Components programming model with the Salesforce metadata and services thus providing an unmatched level of performance and productivity.

And of course, the benefits that LWC’s offer are substantial.

  • Common component model
  • Common programming model
  • Transferable skills and easier-to-find / easier-to-ramp-up developers
  • Interoperable components
  • Better performance because core features are implemented natively in web engines instead of in JavaScript in framework abstractions

Aura Components – Are they going Away?

You might be thinking what went wrong with Aura components? Is it going away? The answer is No, the original Aura component is not going anywhere. Aura components which are based on the Aura framework can work with the latest Lightning Web Components on the same page. Basically, developers now have two options to develop lightning components. First, using the traditional Aura components, and Second, using the new Lightning Web Components.

Though you can still continue creating lightning components using Aura components, over the time you can consider migrating to Lightning Web Components, starting with the components that would benefit the most from the performance benefits of Lightning Web Components.

Aura components and Lightning web components can coexist and interoperate, and they share the same high-level services:

  • Aura components and Lightning web components can coexist on the same page
  • Aura components can include Lightning web components
  • Aura components and Lightning web components share the same base Lightning components. Base Lightning components were already implemented as Lightning web components.
  • Aura components and Lightning web components share the same underlying services (Lightning Data Service, User Interface API, etc.).

Summary

By combining LWC with other Lightning Platform capabilities, that includes pro-code tools like Salesforce DX, low-code solutions like Lightning App Builder and Lightning Flow, and enterprise services like Salesforce Einstein and Salesforce Io, organizations can build high-end customer experiences, optimize CRM functionalities, create intuitive apps, and much more. The new Lightning Web Components needs expertise for an easy movement between environments. CEPTES, with the blend of Lightning Web Components and Salesforce metadata, can offer you an unprecedented level of productivity, performance, and support!

We are always excited to talk about new Salesforce tools and technologies. Please share your thoughts!

 

Source: Salesforce

Lightning Platform

What Else You Need to Know About the Lightning Platform

As technology is witnessing new innovations every year, people and businesses are collaborating more to get the best out of IT. App development is getting extremely accessible and enterprises are embracing IT in meaningful ways to develop their enterprise apps. With Lightning Platform, now Trailblazers can build apps quickly & easily. Lightning Platform is empowering app developers to turn their ideas into transformative working apps. It allows developers to develop something more meaningful while making them more productive.

How Is Lightning Platform Fast?
There are various tools from low code to code – App Builder, Lightning Flow, SalesforceDX, Heroku which make building apps extremely quick at every stage of app development – from designing to testing to releasing to managing. AppExchange (world’s largest ecosystem of pre-built business apps) allows developers focus on their customers without developing every app from the scratch.

How Is Lightning Platform Easy?
Lightning Platform has taken away complex technology services to reduce complications and streamline the entire app development lifecycle. Lightning standardizes globalization, process automation, search, reporting and many other processes. Integration tools are connecting every aspect. There are robust technologies like Einstein & IoT who are embedding seamlessly. In Lightning, Governance control & security are in-built with ALM, Sandboxes, changesets, scratch orgs, sharing rules and more. All these powerful tools make developing app in Lightning Platform very easy.

How is Lightning Platform Meaningful?
Lightning empowers every app developer to learn how to build apps and truly transform their business. You can have free access to hundreds of badges and guided learning tools which will help you to understand how your developed app can transform businesses.

What can you Build on Lightning Platform?
Any kind of app can be built on Lightning Platform. Enterprises from multiple industries have developed apps on Lightning Platform to personalize customer journeys, a single app to reduce dozens of data, drive the same level of productivity on mobile & on the desktop and much more. Contact us today to understand how the Lightning Platform is more than just an enhanced UX and an incredible app development platform.

Lightning Platform, Salesforce

Salesforce Updated the Field Service Lightning for on-site Customer Service

Salesforce has recently announced updates to Field Service Lightning, a tool within the Service Cloud that helps employees to address customer service requests and on-site customer engagement. Since launching the tool two years back, Salesforce has been investing on a regular basis to enhance this tool in order to meet the evolving customer demands and mobile forces. As per Salesforce, mobile field service employees are the face of the company and they need to be digitally empowered.

Field Service Lightning links customers, mobile workers on the field and dispatchers on a centralized platform. The updates in this tool that Salesforce has announced are as followed;

Snap-ins Appointment Management
This feature lets a business install a scheduling interface on their website. With this, they can customize the flow to get all the important information from their customers about the request. Meanwhile, the end user can use the tool to create new appointments and manage the existing ones.

Return Orders
On-site field workers can now create orders digitally. This feature also allows customers initiate a return on a company’s website.

Crew Scheduling
A dispatcher can now assign tasks to multiple crew members based on their individual skills and expertise.

Guided Set-up
This Salesforce Trailblazers feature offers a visual wizard that tours admins through a simple set-up process for Field Service Lightning.

There are various industries who are using Field Service Lightning including healthcare and retail industry. In the healthcare industry, Salesforce customers are using this tool to send healthcare service providers like nurses to their patients. In retail, customers like REI and the Container Store are using this. Container Store is using Field Service Lightning tool to dispatch technicians to install closets.

Lightning Platform, Salesforce

Leading brands drive new levels of productivity and innovation with Salesforce Lightning

Global CRM leader Salesforce has recently announced that global enterprises like T-Mobile, Seagate, Penske Logistics, Aspect Software, Dot Foods, JLL, and Brooksource have significantly achieved higher productivity, built smarter apps with Salesforce Lightning. Lightning Boost the advisory engagement offered by Salesforce Success Cloud is helping global enterprises throughout their Lightning transition period and get results faster.  

Lightning powers the user experience for CRM by offering an engaging design, robust tools, and Einstein AI access. This also drives productivity higher, build apps faster, and work smarter. Companies have closed deals up to 23% faster and increased their growth by up to 41% by switching to Lightning experience.

Customer success stories with Lightning

Let’s see how few of the market leaders embrace Salesforce Lightning & witnessed noticeable results.

T-Mobile

T-Mobile moved its Un-carrier campaign to Lightning to create a simplified sales process in order to offer more intuitive user experience. This helped their Sales team to adopt Salesforce and work with Success Cloud experts aiming to grow the base of their business customers. Lightning helped the sales representatives develop deeper relationships with customers with a streamlined quoting and renewal process.

Penske Logistics

Penske Logistics moved to Lightning with an aim to get the best out of their Salesforce investment with a more intuitive user interface, flexible page layouts, and kanban views to offer their customers key information at a glance. Success Cloud experts helped them throughout their transition process, which later resulted in a 12% increase in sales and 41% increase in mobile adoption rate among their sales team.

Aspect Software

Success Cloud experts helped Aspect software to move to Lightning and within two months they achieved an ROI of 636%. Aspect software automated their sales process and bookings with implementing Lightning features in order to increase sales figures and close rates. They also improved their renewal operations with instant customer details accessible to their service reps and a complaint resolution time reduced by 83%.

Dot Foods

Dot Foods are currently in the phase of Lightning transition. They wanted to make their in-house and on-field sales team more productive. They used Lightning features like inline editing, email integration, kanban views, and advanced analytics. In order to ease their everyday operations, they used Lightning drag-and-drop features and Components Library. With the help of Success cloud team, they found various ways to reduce their workloads and complexities for the transition by half.

Lightning Boost Advisory Services

Lightning Boost is an advisory engagement with Salesforce Success Cloud. Salesforce’s Lightning Boost Advisory Services helps Salesforce customers to engage with Salesforce experts, drive business productivity, and empower their organizations in several ways.

  • With an immense knowledge of Lightning capabilities, Salesforce experts can help businesses understand their present state and how their processes and work models can excel in Lightning. Enterprises can also avail expert guidance on how their organization can utilize specific Lightning features to drive productivity faster.
  • Lightning is all about accelerating productivity, collaboration, and innovation. Salesforce experts will ensure their customers can achieve process enhancements to run their business faster and in an agile manner, by making workflows easier and intuitive for their end users.  
  • Salesforce Cloud experts offer their customers a robust strategy for their Lightning transition. This includes best practices and plans to ensure a smooth process.

Final Thoughts

Lightning is more than just an enhanced UI. It is a faster, simpler and smarter CRM with over 850 features focused on increasing business productivity. Lightning Boost will support enterprises to Lightning transition, which will boost their business productivity in a long run. If you want to take the first step towards the Lightning journey and need experts to guide you through a result driven process, CEPTES is the right place to approach. Our Salesforce experts will help you maximize Lightning benefits without affecting your business bottomline.

 

Reference

http://investor.salesforce.com/about-us/investor/investor-news/investor-news-details/2018/Salesforce-Customers-Drive-New-Levels-of-Productivity-and-Innovation-with-Lightning/default.aspx

lightning experience
CRM, Lightning Platform, Salesforce

How Should I Turn on Lightning Experience?

We live in a customer-dominated economy, where CRM has become pivotal towards the growth and maintenance of any business. Against this backdrop, every organization tends to run and operate at a faster rate, than the original pace. The main reason behind is to both retain the existing customers as well as attract the new ones. While the market is growing at an incredible pace, companies must always focus on the process of delivering world-class experience to achieve noticeable growth. As the market says, that focusing on customer experience has a direct impact on the financial success of organizations. A relative effect of the surge can also be seen over the stock prices.

In fact, it can be said that, customer experience can outperform the market and marketing trends. Hence, comes into picture the Salesforce Lightning experience. This is a technique with the help of which companies achieve the necessary customer experience excellence. It delivers all the contemporary user experience that bridges the gap between customers and business.

Salesforce also tries to up to date their lightning version and keep it ahead of the evolving industry standards. This is done by delivering regular extensions and enhancements. It is also believed that the CRM software is anchored to the fluid architecture of the overall system as well as including the flexibility to accommodate the rapid changes in the market and deliver over the customer expectation.

The process to take advantage of Salesforce lightning

Once you have already recognized why it’s so important to indeed develop a new, Lightning-specific strategy the time arrives for taking advantage of the entire Lightning platform. As explained earlier this is the most unique and best platform for marketers.

Let us take you to an engagement centric approach to introducing Lightning within your org.

The First Phase: Vision and Goals

To begin with, you always need to define the UX goals, at the same time identifying the existing user experience gaps. The process determines your complete success metrics and you can now evaluate Lightning readiness using the Salesforce Lightning readiness checklist tool.

  1. Planning the desired business impact
  2. Setting-up the UX objectives
  3. Defining all the key success metrics
  4. Finally performing Lightning readiness check
  5. Assessing all readiness check report

The Second Phase: Awareness and Understanding

Next, you will have to identify the high impact business scenarios for a pilot program. Once it is done, the time is for identifying the use cases, and convert them to Lightning and release the solution.

  1. Taking steps around the early stakeholder
  2. Correctly developing the executive sponsorship messages
  3. Launching the system preview

The Third Phase: Rapid Adoption and Process Integration

Depending over the pilot feedback and also the lessons learned, you can always plan to migrate the complete functionality as well as rollout the new system for all users.

  1. Driving user enablement through some E-learning sessions
  2. Effective hands-on exercises
  3. Developing the Lightning Experience information tab for the ongoing access to resources

The Fourth Phase: Recurring Business Engagement

Finally, you can always work to attain the process maturity by simply establishing a continuous feedback loop with end users and at the same time maintain the system through releases.

  1. Analyzing the complete business impact
  2. Determining the status of UX objectives
  3. Measuring the entire progress against key success metrics
  4. Evaluating the entire system usage

Lightning With CEPTES

If you are ready to reap the benefits of Salesforce Lightning platform, then CEPTES Software is here to help. From the beginning of your cloud journey your organization will have the advantage our deep and extensive experience. our goal is help shape and deliver better Salesforce Lightning experience to drive real-time innovation and value to your business.

winter18
Lightning Platform, Salesforce

The Changes of Winter’18 to Lightning

“Time flies when you are having fun,” – A very common saying that goes without fail in connection with Lightning Experience. Launched two short years ago, there have been several advancements and enhancements made. It also goes without saying that the Winter’18 Release, might witness some more new changes, to affect your components and Visualforce pages.

In addition to various new features, Lightning Experience has also introduced us to a new look and feel. This is based on the Salesforce Lightning Design System, containing a modern UI framework. It is also that for developers, the Salesforce Lightning Design System, or SLDS  enables a blueprint for building on the Salesforce platform. The HTML and the CSS provided for by SLDS, ensures that all the components and applications have the similar look of the lightning experience. Winter ’18 is also said to add a background image and color to the entire Lightning Experience.

There has been an evolution in the look of the Lightning Experience with Winter’18. This is the result of the research from across the Salesforce Ecosystem. The global change has been made to improve:

  • Legibility of pages
  • Enhance content density
  • Improve the contrast between the background and content cards

The Background Changes

The add on of a background color and image always means that the Admins and the Developers alike need to check on the custom Lightning components. This also includes all the components that have been downloaded from the AppExchange. The Components which are indeed being used on a Lightning page is required to have a good background to remain legible on the new background.

The List Density

You will also notice at some point that in Winter ’18, they have increased the density. Hence, allowing you to view some more data in the same space.

Once again, if you are at the same time using SLDS markup and CSS, it can be noticed that you will automatically get the increased density within your components.

The Page Legibility

Apart from an increased density of lists, there is also some presence of subtle differences in typography. We have indeed increased the size of the font that is used to display data to more easily allow the users to scan through various things like the record detail layouts.

If you have overridden the standard styling of fonts in your components or even in the Visualforce pages, you will want to ensure that the larger font does not negatively impact the layout of your component or page.

The Static Resources

Lightning components as well as the Visualforce pages that have been built with static resource version of SLDS, and could potentially look out of place now, since these static versions of SLDS will not get the updated designs to SLDS. If possible, all these components and pages should be updated to use the present version of SLDS instead of the static resource.

Seven Key Features from the Salesforce Summer ’17
Lightning Platform, Salesforce

Seven Key Features from the Salesforce Summer ’17

Keeping track of the new Salesforce functionality can take a lot of time and effort!
We at CEPTES, regularly keep an eye out for all the new features that can indeed transform the entire Salesforce experience for all our clients. To save both the effort and the time, we have indeed compiled a list of seven noteworthy features, released in Summer 2017.

1. The Lightning for Gmail Inbox
Yes, not at all an exaggerating situation, but Salesforce has just filled up the entire market with excitement with the Lightning for Gmail feature. This is the sole feature that seamlessly connects Salesforce to your Gmail inbox without the requirement of any AppExchange application.

Now you can use the Inbox sidebar to view all records related to each e-mail, identify all the potential new Salesforce contacts, create some new related records, and at the same time prioritize all your responses in the Salesforce1 mobile inbox application.

This will make life much easier for sales and the marketing representatives.

2. Lightning – Insert Availability
If the process of scheduling numerous meetings makes up for most of the time of your day, then you’ll be thrilled with this new, Insert Availability feature in Salesforce. This feature effortlessly connects your email directly to your Salesforce calendar.

To begin with its functionality, you just have to follow certain steps. This also allows you to choose date and time from an open slot in your calendar to avail maximum time for the meeting with your correspondent. The unique part of this feature is the option to go device free. This means that you can leverage this feature from both a laptop or even a mobile device.

3. Maintaining Related Records When Converting a Lead
This new add on improves upon the already present record creation feature of Salesforce. Now you can view the complete history of any Account, Contact, and even that of Opportunity without navigating to separate records. This will surely save your team time and also cuts down on the frustration associated with the process of skipping around from window to window when piecing together all the information about specific contacts.

4. The Duplicates Check
Before, Summer 2017, Salesforce was already said to release a useful native feature to help prevent and even creating duplicate leads (within the Leads area) and also duplicate contacts (within the Contacts area). However, the Summer 2017 release introduces some default cross-object match feature to build upon its functionality. The feature is said to run a check in your contacts when you create new leads or the vice versa!

This addition is a real-time help to all those organizations who work with high-volume or even with fast-moving customer data.

5. The Activity Timeline (For Lightning Only)
In Summer 2017, Salesforce is said to make it easier than ever to view all of the actions and hence, take a Lead, Contact, or any other object and look ahead to what’s coming next. With this new Activity Timeline feature, you can view details of activities like calls, e-mails, and even meetings in the order they occur. This also helps with all significant details being right at your fingertips. The Filter Timeline option lets you improve even further to analyze some of the time frames or even types of activities.

6. The Keyboard Shortcuts for Lightning
For all those from an old school, who have been mastering keyboard shortcuts to make things happen, there is some good news. The lightning fast, Salesforce has recently introduced new record-level keyboard shortcuts to all its Lightning Experience.
Now you can search for, save, edit and even close a record all from your keyboard.

7. The Promote Picklists to Global (for Admins)
While we are always on the lookout for features, our clients will find useful for their purpose we can’t help but be excited whenever Salesforce turns its attention to Admins. Some, simple new features can make Salesforce setup much easier and allow us to spend some more time with clients.

With this recent release, Salesforce introduces an even simple and obvious new feature – Promote Picklists to Global, you can rather than killing your momentum to navigate over to the Global Picklists area, you can easily continue creating your picklist and then click the, Promote to Global Value Set. This will make it reusable, all the time.

Lightning Platform, Salesforce

Salesforce Lightning Enterprise Apps for human

In listening to and continuously working with our customers, we are able to grow and learn more. And the concept of delivering Lightning has been one of the ultimate learning experience.

Salesforce Lightning was introduced in the year 2015. When Lightning journey was introduced by Salesforce, they stepped back and began a completely new discovery process with their customers — finding that nearly every person and team work in different manner. There are some people who are more data-oriented, while there are others who are more process oriented and even there are those who are just trying to get their work done on time or to put it, in other words, they are looking for timely delivery!

Salesforce has always been quite excited to continue the Lightning journey. Somehow, there are some new and amazing capabilities that we have delivered in Summer ’17 release. Extending approach to human first design with Lightning.
Let us have a look at the six new features that boost productivity more than ever before:

Lightning Console Apps
The first and the foremost feature is the Lightning Console App, that enables Salesforce Admins to create custom and high productivity apps for their users at a faster pace. Salesforce customers are now able to see an increased productivity improvement:

  • 21% increase in win rates
  • 23% faster time to close
  • 40% increase in collaboration

The Split View for Lightning Console
Looking at the complete list of leads or cases in isolation is outdated. With Split View for the Lightning Console, users can always open a list of records, for instance, leads, accounts, contacts, and more at once. In this way, they can call for action directly within the Lightning Console

The Lightning Dialer Enhancements
Lightning Dialer introduced by Salesforce during the Spring ’17 release is even better. The call lists allow to prioritize all their activities as they work and some new voicemail drop allows them to pre-record all the voicemail. In this section, a message is left and hence moved onto the next task, all logged automatically. No wonder, why all the Salesforce customers are seeing around 23% higher outbound call volume and almost 22% increased conversion rates.

Einstein Powered Search
Now also including the Typeahead, Pre-scoping, Spell Correction and even more, Salesforce is making benchmarks. With typeahead search alone, the customers are experiencing almost a 25% improvement in the search outcomes. Also, with the federated search, top results and records are surfaced in a faster manner, making it possible to search external content without even leaving Salesforce.

Path and Kanban
Available across every object, any kind of pipeline and even for every organization, workflow is now easier to manage. Whether the teams are involved in the process of organizing Opportunities, Accounts or Custom Objects like candidates in a hiring pipeline, one can use the Path and Kanban to support those processes.

The Lightning Report Builder
Currently, the Lightning Report Builder is said to deliver even more powerful experience, with all its new features. With this one can complete the ever important task of creating and managing Salesforce reports and even the dashboards. With Lightning Report Builder, users can indeed quickly and easily add new fields and even a new matrix summary report.

lightning for gmail
Lightning Platform, Salesforce

Salesforce Lightning for Gmail

You can now directly get visibility into your Salesforce content right where you are working, so you can effectively and efficiently manage your sales pipeline and as well close deals faster妖irectly from Gmail. The Lightning for Gmail, that is, the email integration for Gmail users, provides you with a quick view of your sales-related records without forcing you to switch between Salesforce and Gmail.

The Beneficial Aspects of Lightning for Gmail:

When your administrator enables the lightning for Gmail, you are said to complete just the one-time process. Salesforce Lightning for Gmail is done just to get your Salesforce content appear in the email application.

Right from this very moment, you will be able to view and even relate Salesforce contacts, accounts, opportunities, leads and cases relevant to Gmail messages. Here you can also create some new Salesforce records, even including the custom objects from the Action Publisher. One can also search for the Custom Object records and hence create a Salesforce record using all the actions available to you. With all the inline editing feature, you can also modify the documents without even leaving Gmail.

In the same section if you drill down a little more on the Salesforce record there is the display of the records details page. Here you will get to see its Chatter feed, activity timeline, and even all the related list. Not only this but here you can as well relate Google calendar events to the Salesforce records.

Some more benefits:

  • Suitably Works with both Salesforce Lightning Experience and even with Salesforce Classic UI.
  • Available with Sales Cloud, Service Cloud, and even Force.com.

 

 The beneficiary aspects of using Salesforce Lightning for Outlook  

In the salesforce org, Search Lightning for Gmail in the Setup page and click on Settings.

 

Enable Lightning for Gmail.

 

In the Chrome Web store add the Lightning for Gmail extension. 

 

Adding a contact record to Salesforce.

After the record is saved the record is displayed as below image with related records

 

Under the details section we can see the record details.

 

 

Under the chatter section we can view or add posts and poll related to that record.

 

There is also inline editing feature, we can edit update or modify the records and save it.

 

The mail in salesforce org appears as follows:

 

The Lightning for Gmail can have different layouts assigned to different users of the org using Email Application Pane.