Time has passed since our adventures in Dreamforce 2017 where we ran the session “Make the Jump to Lightning …And Get It Right First Time”, and we have been talking about Lightning quite a bit since.
The truth is that so much #ItsBetterInLightning, don’t get stuck in the past!
It’s not just a modern UI, but all what comes with it from a much more modular development having reusable components across the application to the tons of released (and to come) features that exactly enables.
For example some of my favourites:
Guide reps along the steps of a process, such as working an opportunity from a fresh lead to closing a deal. At each step, help your team succeed with specific guidance and resources.
- Kanban (a Japanese word used often in agile context)
Visually review the status of records for most objects. Drag records from one column to another. For opportunities, get alerts when an action is needed on a key deal.
- Setup Flows
Like the service one, so that you can get up and running quickly with Lightning Service Console using service-specific setup flows. These flows walk you through setting up Email-to-Case, integrating with Twitter and Facebook, creating a Lightning Community, and enabling Lightning Knowledge, Omni-Channel, and Chat.
- List Views
Seamlessly create and edit custom list views to quickly find relevant data. Search on-the-fly for specific list views. Visualise data with handy list view charts, or apply filters to slice the data as needed.
- Prompts (aka In-App Guidance)
One from the latest release which I’m pretty excited about! You may have seen it whilst navigating in Salesforce for the past release or so that sometimes you will get some highlights on for example Dashboards being better in Lightning and encouraging you and your users to have a look at it, then once in Lightning the user is taken to the same feature in Lightning and shown how to use it, including a brief training video.
Now this BETA feature in Summer’19 release is a way for Salesforce to elevate the functionality that has already proven successful for them. Allowing you to create your own prompts and content to guide your users for things like on-boarding purposes, updates on new and updated functionality, or even news & announcements.
So now that I got your attention, what now?
Take advantage of the Lightning Experience Transition Tools:
Salesforce has put not only tonnes of resources together but also toolkit to help you make the move, and make the most of Salesforce and their innovation investment!
1) Lightning Experience Readiness Check
So you can access your org readiness and sort a rollout plan with pretty much a couple clicks.
So you can prepare your company for the move to Lightning Experience, remember the look and feel is different (better if you ask me), its important to shout out the benefits nice and early to get everyone hungry for it.
3) Lightning Experience Configuration Converter
4) Magic Mover for Notes & Attachments
So you can convert the legacy attachments into files and classic notes to the enhanced notes.
To maximise features, clean up and improve your org. That gives you superpowers, as matter of few clicks you have a scan of your salesforce, I have recently run this and keeps getting additions and improvements!
Last but not least! Tonnes of new stuff is all well and good but is only as valuable as those that get used, with this app you can visualise the usage and performance metrics to track adoption, which you can action and improve if need be.
Don’t let the fear of unknown stop you, go for it! And hey tell us why you think it’s #ItsBetterInLightning!