Monday, December 7, 2015

Salesforce Lightning Part-1

Understanding Salesforce Lightning and Salesforce Classic
Lightning experience is a new, modern user interface for your sales reps to help them sell faster and smarter. Not every feature is supported in Lightning.
Salesforce you are using is called Salesforce classic, and is still available for you, and the users you enable for Lightning Experience can switch between the two.

Features that aren’t supported in Lightning
1)      Custom Javascript and URL Buttons:-
Custom Javascript and URL buttons are not supported in Lightning experience.
Custom links with parameters for filling in form fields are not supported in Lightning experience.

2)      Inline Editing
In Lightning experience, inline editing isn’t supporting currently. Users is required to make updates by opening up the record for editing.

Factors to decide Lightning is Right for Me
Lightning Experience might be right for you if:
Salesforce Classic might be right for you if:
·         You have a sales team within your company with a standard sales process
·         You want to pilot the features with a group of sales reps
·         You’re looking to reboot your Salesforce implementation. This is a great opportunity to introduce new features because you’re doing change management anyway.
·         Your sales team makes regular use of features that aren’t yet available in LEX, such as campaigns, quotes, forecasting, or territory management.
·         You primarily use customer service tools or other non-sales features
·         You want a single experience across service and sales
·         You’re using person accounts
Salesforce Lightning Experience is great for customers doing B2B sales using Accounts, Contacts, Opportunities, Leads, Tasks, Custom Objects and other supported features .

Enabling Lightning Experience in Org:-
Person Accounts are not supported in Lightning Experience, If your org uses Person Account, you can’t enable Lightning experience.

Step 1-  Go to Lightning Experience from Home



Step 2 – Enabled the Lightning features to start.



Step 3 – Switch between Lightning and Classic view



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