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Salesforce Lightning

Salesforce, Salesforce Lightning

Salesforce Lightning Testing Service: An Introduction

The Salesforce ecosystem is highly customizable and equally complex. Salesforce Lightning is a component-based framework for app development and consists of various tools, technologies, and frameworks to facilitate easy and efficient development.

As your Lightning Components become more complex, the possibility of errors and defects in the code increases. It is therefore of utmost importance to ensure that all the enhancements and features don’t crash or compromise other components.

The best way to ensure this doesn’t happen is to use automated testing, which has various benefits like:

  • Ease of mitigating risks and verify that the components work as designed.
  • Automated tests help you carry out a repeatable and predictable assessment of your code.
  • Automated tests help you evaluate the impact of changes on your code.

Lightning Testing Service (LTS) framework consists of tools that help you in testing the JavaScript in your Lightning Components. With a suite of tools and services integrated with Salesforce, LTS eases the process of testing your Lightning Components. This tool is an effective way to ensure that all your lightning components work as expected. The tool supports standard JavaScript frameworks such as Mocha and Jasmine.

Lightning Testing Service consists of the following components:

  1. Wrappers for using popular JavaScript testing frameworks within your Salesforce org. At present, Salesforce provides wrappers for Jasmine and Mocha, but users can create their own wrappers compatible with other frameworks.
  2. A utility object to facilitate easy integration of your tests with the Lightning components. Using the object, you can instantiate components, fire application events, etc.
  3. Integration with Salesforce DX enables you to run tests from the command line.

Installing LTS is a straightforward task and can be done in two ways:

  • Writing a one-line command in Salesforce CLI
  • Manually installing the unmanaged package in case you aren’t using Salesforce CLI

Whichever way the LTS is installed, the LTS package includes the following items:

  1. Example test suites- both Jasmine JavaScript files and Mocha JavaScript files
  2. Example components to be tested, an apex class, and a custom label
  3. LTS infrastructure that includes frameworks and wrappers for Jasmine and Mocha, LTS test utilities, test runner component, and a wrapper test app.

Once LTS is installed, users can explore the existing test suites, as well as write their own tests. All testable components are named beginning with “eg” and can be accessed just like any other Auro component. The example tests are included in the form of static resources. To write your own tests, you can go through a separate document that describes the flow and lifecycle of using the LTS to automate testing. The Lightning Test Service facilitates easy testing of your Lightning components using popular JavaScript frameworks such as Jasmine and Mocha.

To know more about Lightning Testing & how to implement an efficient LTS framework, please get in touch with our certified Lightning QA experts.

Salesforce Lightning

Making Shift from Salesforce Classic to Lightning – Must Needed Steps to Follow

Salesforce has rolled out its next-gen UI ‘Lightning‘ in 2014. The Lightning platform delivers reimagined user experience to enable fast & seamless app development. Enterprises have been swiftly shifting to Lightning in order to enhance workflow & productivity, which makes their jobs easier & more intuitive. The interface also allows automating various business processes along with seamless external application integration. 

More than just the UI, Lightning offers a gamut of defining features that streamline workflows and help the CRM users maximize their productivity. However, when it comes to moving into the new interface, a lot of Salesforce CRM using companies are still in some sort of chaos as there are some kind of risks involved. Moving an entire business is not always that easy as uninterrupted business continuity could be a concern. But, let’s accept it, Lightning is the future and you can’t run away from it for a long time. 

In order to make an easy Lightning migration, one can follow some steps. These will not only make the transition process smooth but also allow you to get the best out of it. Here is a typical Lightning migration framework.

There are three phases in Lightning migration. 

  1. Discovery
  2. Roll-out
  3. Optimize

Let’s have a sneak peek of each of these phases.

ALSO READ: What Makes Salesforce Lightning Special – Top 10 Lightning Features

Discovery phase

  • First, the organization is required to understand how Lightning can benefit their business. A detailed migration strategy needs to be prepared involving all the stakeholders & executives.
  • The discovery phase starts with the Org readiness analysis. Org readiness check can be done using a tool called Lightning Experience Readiness Check. This tool will produce a personalized readiness report that will show which of the users will benefit right away and how to adjust implementation for the Lightning Experience. 
  • This must be followed by a detailed evaluation of business priorities and technical strategy. The strategy must have a detailed roll-out plan including:
  1. Whether to move users in batch or all at once
  2. User training
  3. Measuring the success
  • At the end of the discovery phase, all the major stakeholders must align to make the case and get the green light. 

Roll out phase

  • Roll out phase is extremely crucial in the success of any Lightning migration project. 
  • The release development activities initiated during this stage including the implementation of Lightning features and adjusting the priority issues noted in the Org readiness report. 
  • Developers can implement new features that are only available in Lightning which will boost productivity. Along with this, existing features can be either customized or adjusted to work seamlessly in the new interface. 
  • During this phase, you need to prepare the users to practice Lightning UI with change management activities that will educate and inspire them. You can engage the end-users by allowing them to have a Lightning experience test drive and get their feedback. 
  • The launching of the Lightning Experience happens during this phase. The rollout is an iterative process, one has to repeat some of these steps until all users are moved to the new interface.

Optimization phase

  • Post transition, it’s time to measure success and optimize processes.
  • In the optimization phase, companies must measure whether they meet their goals or not, how to improve business leveraging Lightning features and deliver what users need. 
  • Change is always difficult to accept. In this phase, the stakeholders need to regularly interact with the users and keep on motivating them to use Lightning & come out of Classic. 
  • Iterate on the company’s rollout plan by fixing priority issues, refining the experience, and addressing new use cases.
  • And finally, turn off the Salesforce Classic.

The entire process might look a bit toilful. However, every company has to bring in the change. It is always good to consider leveraging a Consulting Partner. Whether you are using Lightning for a fresh Salesforce implementation or scaling up from Classic, our team of certified Lightning experts can manage the entire process in order to streamline the transition process without affecting your routine business processes and bottomline. Schedule a meeting with our experts now. 

Read this case study of a healthcare service provider to see how CEPTES helped them move from Classic to Lightning.

Salesforce Lightning

What Makes Salesforce Lightning Special – Top 10 Lightning Features

In today’s technology-driven expanse, enterprises recognize the decisive importance of a CRM tool. It is essential for every enterprise to evolve with the swiftly changing market dynamics & drive quality customer engagements. A robust CRM provider understands the market & customer needs and enables its users to acquire & retain more customers by delivering seamless customer experience. 

As the world’s #1 CRM provider, Salesforce has put a significant amount of effort in building a revolutionary user interface. Lightning Experience has seen a huge amount of additional developments and enhancements in the past few years. Considered as the home for all the future innovations, the Lightning transition from Classic has taken its time. However, the process is now almost done. 

Lightning is faster, powerful, intuitive and feature-rich. It is a component-based framework for app development which means accelerated development with minimal coding. The power of Lightning enables users an ability to create a user experience that improves workflow and productivity. What makes Lightning special? Let’s explore the top 10 Salesforce Lightning features.

An Advanced User Interface

The new Lightning user interface is highly flexible and robust as compared to Classic. The UI offers easy development between mobile devices and desktop. It enables high user productivity and drives efficiency with less code. An intelligent home page allows the user to monitor performance to goal, and get news on key accounts. 

Lightning Home Page

Kanban View

With the Kanban view, sales reps can efficiently manage opportunities. Appeared as a visual summary of the records in a list view, it shows a big picture view of all the on-going tasks and also allows effortlessly sort, summarize, filter, and move opportunities. Users can swiftly create tasks and events directly related to the opportunity without leaving the view. Kanban view can be used as a workspace. 

Lightning Kanban View

Reports & Dashboards

Salesforce has redesigned reports and dashboards for Lightning Experience, making them more interactive, easier to navigate, and edit. Sales reps can get more information from interactive charts without drilling into the reports. With the Lightning dashboard editor, Dashboards can be created with more than three columns and column-spanning components. Report quality can be enhanced without launching the report builder. With the new UI, finding reports & dashboards have become easier via redesigned home pages. 

lightning Reports & Dashboards

Lightning Path

The new Lightning Path in Salesforce Lightning guides sales reps through the steps of a process such as working on an opportunity from a fresh lead to closing a deal. At every step, Lightning Path helps the team succeed with specific guidance & resources.

Lightning Path

Activity Timeline

In Classic, we have Open Activities & Activity History. Open Activities allows users to create task & event records with the record type selection functionality, whereas Activity History allows users to log a call or send an email. In Lightning, Salesforce has added a standard lightning component that shows the action to create the task and other action along with an activity timeline which shows the record you have already created. With the activity timeline feature; see open tasks, planned meetings, and accomplishments in the activity timeline on activity-enabled objects.

Lightning Activity Timeline

Salesforce Einstein

Salesforce Einstein is not new to anyone. This is one of the top Lightning features. Salesforce Einstein, an Artificial Intelligence tool enables businesses to become more predictive about future trends and customer buying patterns. The productivity of sales, service, marketing teams can be boosted significantly with Einstein. 

Also read: Decoding Einstein Analytics & how it is integrating data to accelerate business success

Lightning Web Components (LWC)

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.

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

Live Feeds

This is one interesting feature in the Lightning Experience. When you’re in a group in Lightning Experience, the Chatter feed is live. Live feeds offer posts and comments right as they’re posted, without requiring a page refresh.

Lightning Live Feed

Lightning App Builder

The Lightning App Builder is a point-and-click tool that makes it easy to create custom pages for the Salesforce mobile app and Lightning Experience, giving your users what they need all in one place. Lightning app builder allows users to control & customize lightning components in order to build business-specific apps. 

Lightning Snap-Ins

Lightning snap-ins are one of the most important elements for Service Cloud users. Snap-ins facilitate enterprises to quickly coordinate client support directly into their applications and pages. With the Lightning snap-ins service agents can reach out to the clients right where they are, personalize service delivery, and connect the customer journey.

Wrapping up

The seamless, intuitive, and intelligent design of Lightning is helping enterprises navigate Salesforce and work in the CRM with greater efficiency ultimately improving productivity by closing more deals. The modern UI, smart views, integrated dashboards, drag-and-drop capabilities, customizations, lightning components, and the power of AI is making Lightning succeed. As a Salesforce partner, CEPTES has helped multiple enterprises leverage the Lightning platform to achieve higher business goals as well as close more deals faster with Lightning features. Are you planning your Lightning migration? Let our certified experts help you in maximizing the benefits from the above features. Get in touch now.