Tag: 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. 

New Trailblazer

Meet our new Trailblazer – Vaishali Gayatri

Hello, #Ohana. It’s been a while we have introduced one of our new Trailblazers to you all. 2019 was amazing for us & our team has achieved some new heights and delivered some challenging projects. From doing complex Salesforce integrations to seamlessly implementing Salesforce Cloud solutions across leading industry customers, From helping enterprises transform from Classic to Lightning to leveraging Einstein Analytics, we were at the top of them all. In 2019, we also became a team of 100+ with 80%+ certified resources. 

We are now into the 2020s & the journey ahead is going to be extremely exciting for us. As a value-driven company and for our employee-first approach, CEPTES has always been a first-choice workplace for many Salesforce professionals. It is our pleasure to introduce Vaishali, who has recently joined us as a Consultant. Hailing from Gokarna, a city on the Arabian Sea, in the southwestern Indian state of Karnataka, Vaishali is an amazing Salesforce developer specialized in Cloud implementation, as well as an incredible Classical dancer, specialized in Bharatanatyam. 

In her brief career so far, she has worked with leading multinational companies & on some really complex financial projects. As a real multi-talented person, Vaishali has some great achievements including 3x Salesforce certifications and multiple accolades in Bharatanatyam. While having excellent command over Lightning, Apex, Vaishali has a high level of expertise in Sales Cloud implementation.

As a passionate Salesforce developer, she always gives priority to building seamless enterprise solutions that can drive the highest customer success. She is highly delighted to be a part of CEPTES and looking to develop her Salesforce skills along with new certifications and industry expertise.

Welcome to the team Vaishali.

Industry Expertise

  • Banking & Finance
  • High-Tech

Specialities

  • Sales Cloud Implementation
  • Lightning Development
  • Visualforce/Apex

Certifications

salesforce_certified_platform_developer_i    salesforce_certified_platform_app_builder    salesforce adminstrator

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

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.

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 outlook
Lightning Platform, Salesforce

The Novel Trend – Salesforce Lightning for Outlook

Salesforce Lightning for Outlook and Gmail is an entirely new way to experience Salesforce. It is based on clouds. The Lightning for Outlook/Gmail allows you to create records directly in Salesforce from your inbox, for instance, new Salesforce contacts and opportunities.

One of the major features of the plugin is its ability to log emails to Salesforce and also directly from your inbox. Along the side panel, there is a small upload button, which lets you create and even relate a particular email that you have opened in your inbox to any of the Salesforce records.

Let us have a look at both the aspects more clearly.

Salesforce Lightning for Outlook

Overview:

Salesforce Lightning for Outlook is considered to be one of the most compelling and valuable experience Salesforce has provided. It is100% cloud based with no process of software installation, deployment of software.

It is said to be such an effective method that it helps you boost your productivity, visibility and also efficiency.

The Productivity: 

You can now search for Salesforce records within Outlook. Salesforce Lightning for Outlook also ensures that you can easily create new Salesforce records, at the same including Custom Object records. Here you can as well add emails and appointments to Salesforce records with just one click.

The Visibility:

You can view all your contacts, accounts, leads, opportunities, cases, and even the custom objects associated with emails and appointments without the requirement of switching between Salesforce and Outlook. One of the best features, as it helps you get all your Salesforce data, appears directly in Outlook.

The Efficiency:

Now you can always Sync contacts and calendar events by just enabling Lightning Sync in addition to the Lightning for Outlook.

Some more benefits:

  • Salesforce Lightning for Outlook is said to work for both Classic UI and even the Salesforce Lightning Experience.
  • Salesforce Lightning for Outlook always needs a subscription to Salesforce.
  • Some of the supported browsers are IE 11, Edge, Chrome, Firefox, and also Safari.

 

Some beneficiary aspects of using Salesforce Lightning for Outlook

In Outlook, Go to Settings, click on manage add-ins it will redirect to the add-ins tab.

 

Search Salesforce add-in and enable Salesforce for Lightning for Outlook.

 

Authenticate your Salesforce org by setting the environment and click “log In to Salesforce”.

 

Provide org credentials to which you want to Log In.

 

Click to confirm to connect Lightning for Outlook to your Salesforce Account.

 

First add as a contact

 

You can view the details of the person, you can edit and save the record it will be saved in the org.

 

You can see activity and post activity relating to email in this activity tab.

 

You can see if any related opportunities,cases,campaign history and notes & attachments from related tab.

 

You can see the quick actions from + icon which we specified in the publisher layout.

 

You can download the email into Salesforce by clicking on the icon specified in the screenshot.

 

You can redirect to Salesforce classic or lightning experience by clicking on the icon specified in the screenshot.

lightning-experience
Lightning Platform, Salesforce

Lightning Experience – Time to Make the Leap?

What is the Lightning Experience?

The Lightning Experience is a new release in Salesforce. The term has been primarily coined to mean the latest redesigned interface in Salesforce that is known for offering several benefits and is helpful for the sales representatives as they can work smarter and faster. In other words, it’s not just a new user interface, it’s an effort to broaden and deepen the experience and customizability of the customer experience.

Benefits of Lightning Experience

1. Better User Experience: The new interface provides a better experience to the user. It is because the access to Salesforce objects remains in a hidden way through collapsible navigation. The UI unifies the user experience. It takes the cool stuff from the mobile experience and makes it available to desktop users. There is another improvement. The “autosave” functionality for Notes guarantees a better experience throughout the Org and as a matter of fact, the Notes now includes rich-text capabilities and the ability to relate a Note to multiple records is an added advantage.

2. Customizable as per User Requirement: The homepage is so flexible that it can be customized as per requirement of the user. The inclusion of a new feature, the Assistant, helps the users to identify exactly what is required by them to work on that day

3. Smart Views: The user does not need to navigate to different pages as all objects can easily be viewed on a single page.

4. Easier Drag-and-Drop Feature: It is easy to drag-and-drop deals from stage to stage.

5. Customizable Dashboards: It gives the user the freedom to customize dashboards. It allows dashboards to have more than three columns. Users are thrilled to have dashboards with more than the traditional three components. These components are readily refreshed. Apart from improving the user experience, it gives adds more value to dashboard users who are keen to have data-driven decisions with a quick glance easily.

6. Track Past & Future Activities: The most attractive feature is that the user can have a track of past and future activities.

Comparison between Lightning Experience and Salesforce Classic

All good things come with certain shortcomings, so is the lightning experience. Though it is preferred for being an enhanced interface it does not support all the features of Salesforce Classic.

CEPTES offers a full range of Salesforce services

CEPTES provides a full range of Salesforce services from consultation to migration to implementation, support, and maintenance. For immediate contact, feel free to email us at contact@ceptes.com. We look forward to hearing from you soon!

CONTENT REFERENCE

a. https://resources.docs.salesforce.com/206/latest/en-us/sfdc/pdf/lex.pdf