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SALESFORCE LIGHTNING WHAT IS IT & ARE YOU READY FOR IT?

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SALESFORCE LIGHTNINGWHAT IS IT & ARE YOU READY FOR IT?

INTRODUCTION

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

LIGHTNING 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

Lightning Experience

What Is It?

7

NOTE: This information is considered accurate as of the Winter ‘16 release.

Classic Lightning

ENABLE 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

WHAT’S NEW IN 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

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.

IS LE RIGHT 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

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.

Q&A

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/

THANK YOU