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IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
IntroductionLightning ExperienceEnable LEWhat’s New in Lightning?Is Lightning for You?Q&A
Introduction
Overview
3
Goals● Learn What Lightning Experience (LE) Is● Understand Some of the Changes LE Brings● Determine If LE is Right for Your Business
Agenda0:050:050:050:100:100:05
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Introduction
About Simplus
4
● We’re Certified Experts● 100% US Based Support
○ Salt Lake City, UT○ Irvine, CA
● Experienced Team○ 3+ Certifications○ 10+ Completed Projects○ 4+ Years of Experience
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Introduction
Ksenia Choate
5
● 4 Years of Salesforce Experience○ Salesforce Consultant○ Sales Engineer
● Enjoys Irish Dancing, Learning Foreign Languages, and Spending Time With Her Family
● People Love Working With Her
“...Ksenia Choate at Simplus has not only met our expectations but in most cases, exceeded them on a regular basis.”
-Tom Roberts, HRA-IQ
“...Ksenia Choate is amazing. She basically made Salesforce for dummies just for me. Her knowledge and training with Salesforce has really taken us far.”
-Jade Martinsen, Moog Medical
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Lightning Experience
What Is It?
7
NOTE: This information is considered accurate as of the Winter ‘16 release.
Classic Lightning
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Enable Lightning Experience
How?
9
Click on “Setup.”
Click “Lightning Experience” on the left bar.
Scroll down to “Enable the New Salesforce Experience” on the main screen.
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Enable Lightning Experience
● Account Insights○ Give users instant access to relevant news articles about
accounts.● Social Accounts, Contacts, and Leads
○ Keep users up to date by letting them link accounts, contacts, and leads to Twitter profiles.
● Notes○ Let users take better notes faster with an improved version of
the Salesforce note-taking tool.
10
Recommended Features
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
What’s New in Lightning?
Menus
12
Simplified Navigation
Quickly view the menu item’s name by hovering over the icon.
The Rubik’s Cube (3x3) is the App Launcher.
Save screen real estate by collapsing the menu.
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
What’s New in Lightning?
Object Manager
13
Organize Objects Easily
View all your standard and custom objects from one location.
Filter through objects to quickly find what you need.
Both standard and custom objects have a standard detail page.
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
What’s New in Lightning?
Home Page
14
Key Information At-A-Glance
View Opportunities with the Quarterly Performance Chart.
See tasks and records that need your attention with Assistant.
Stay updated on key accounts with Account Insights.
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
What’s New in Lightning?
Leads
15
Build Potential Business
View key information in the Highlights Panel.
Visualize the customer’s progress with the Sales Path.
Quickly view past and upcoming activities with the Timeline.
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
What’s New in Lightning?
Opportunity Board
16
A Powerful Way to Manage Your Pipeline
Visualize Pipeline by stage and subtotals.
Easily drag and drop records between stages.
Get intelligent alerts when you one of your deals needs your attention.
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
What’s New in Lightning?
Opportunities
17
Focus on the Real Deals
Visualize the customer’s progress with the Sales Path.
Quickly view past and upcoming activities with the Timeline.
View important details without leaving the page with Quick View.
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Is Lightning Right for You?
Salesforce Data
19
Feature Lightning Experience Salesforce Classic
Accounts, Contacts, Leads, Opportunities, Price books, Products
√ √
Cases (basic support) √ √
Custom objects √ √
Chatter feeds, groups, and people √ √
Salesforce Files √ √
Other Sales and Service objects √
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Is Lightning Right for You?
Home
20
Feature Lightning Experience Salesforce Classic
Performance Chart √
Assistant √
Account Insights √
Feed and publisher √
Customizable dashboards √
Tasks √ √
Items to Approve √
Calendar and Events √
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Is Lightning Right for You?
Home (continued)
21
Feature Lightning Experience Salesforce Classic
Recent Records √ √
Top Deals √
Customizable home page components √
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Is Lightning Right for You?
Calendar & Events
22
Feature Lightning Experience Salesforce Classic
Enhanced Calendar √
Events √ √
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Is Lightning Right for You?
Accounts & Contacts
23
Feature Lightning Experience Salesforce Classic
Account Insights √
Contact Insights √
Highlights Panel √
Activity Timeline √
Related lists √ √
Enhanced Notes √ √
New Files √
Twitter highlights √ √
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Is Lightning Right for You?
Accounts & Contacts (continued)
24
Feature Lightning Experience Salesforce Classic
Quick View (hover) √
Integrated email and templates √ √
Accounts and contacts hierarchy √
Collaborate √ √
Person Accounts √
Account Teams √
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Is Lightning Right for You?
Opportunities
25
Feature Lightning Experience Salesforce Classic
Opportunity Teams √
Opportunity Splits √
Add similar opportunities √
Big deal alerts √
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Is Lightning Right for You?
Leads
26
Feature Lightning Experience Salesforce Classic
Find and merge duplicate leads √
Change lead owner to a queue √
Lead campaign history √
Create leads √ √
Assign leads to campaigns √
Customize lead conversions via API √ √
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Is Lightning Right for You?
Both Opportunities & Leads
27
Feature Lightning Experience Salesforce Classic
Customizable highlights panel √
Sales path √
Create related records in context √
Quick View (hover) √
Composer √ √
Integrated email and templates √ √
Workspace template page layout √
Activity timeline √
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Is Lightning Right for You?
Both Opportunities & Leads (continued)
28
Feature Lightning Experience Salesforce Classic
Enhanced Notes √
New Files √
Collaborate √ √
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Is Lightning Right for You?
Opportunity Board
29
Feature Lightning Experience Salesforce Classic
Charts √
Drag and drop √
Intelligent Alerts √
Type-ahead list view search √
Sharing Settings √
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Is Lightning Right for You?
Lightning vs. Classic: Which One is Right for You?
30
CLASSIC
SUPERCHARGE SALES TEAMSNew features like Sales Path, Assistant, and Board View allow sales teams to work faster & more efficiently
BETTER DASHBOARDS & REPORTSWith flexible layouts, spanning columns, & filters, Lightning makes it easy to see your data exactly how you want it.
WORK MOBILELightning Experience was built with mobile in mind. All components in Lightning are responsive and mobile-friendly.
EASY NOTESThe new Notes feature autosaves your work, supports rich text, and can be connected to multiple records at once.
CUSTOMIZABLELightning does not support custom Javascript and URL buttons. Visualforce pages may need additional work.
EVERYTHING WORKSNot everything works in Lightning. If you use campaigns, forecasting, or territory management, you may want to wait.
PERSON ACCOUNTSIf your business uses Person Accounts, Lightning probably isn’t for you. At this time, Lightning does not support Person Accounts.
APP COMPATIBLENot all apps in the AppExchange are compatible with Lightning. The apps you need may determine if Lightning is for you.
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Q&A
Questions & Answers
32
We’d love to open the floor up to any questions you may have. Please type them in now. Due to time constraints, we may not be able to answer every question today.
As a special “Thank You” for attending, we’d like to offer a FREE personalized Lightning Review for anyone who is interested.
If you have more questions about Lightning or want to schedule a free review of your Salesforce instance, please call contact us.
Phone: 888.530.8794 Web: http://www2.simplus.com/webinar-offer/.
IntroductionOverviewAbout SimplusKsenia Choate
Lightning ExperienceWhat is it?
Enable LEHow?Recommended Features
What’s New in Lightning?MenusObject ManagerHome PageLeadsOpp BoardOpportunities
Is Lightning for You?Salesforce DataHomeCalendar & EventsAccounts & ContactsOpportunities & LeadsOpportunity BoardLightning vs. Classic
QAQuestionsThank You
Q&A
Thank You
33
Thank you again for attending the Salesforce Lightning: What Is It and Is It Right For You? Webinar.
As a reminder, if you have more questions about Lightning or want to schedule a FREE review of your Salesforce instance, please contact us.
Phone: 888.530.8794 Web: http://www2.simplus.com/webinar-offer/
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