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Salesforce Lightning, put simply, is next generation CRM. With Salesforce Lightning, developers can build stunning apps with unprecedented ROI.
Lightning is super-fast, extremely powerful, very intuitive and has an abundance of features. It is a lightweight, component-based framework purpose built for accelerated app development. With Lightning, admins and developers can build and deploy apps faster than ever before, and makes business users more productive in every moment.
Let’s look at some of the features of Salesforce Lightning that make it so powerful:
- Kanban View
The Kanban view feature is available exclusively in the Salesforce Lightning experience. As was expected, it has become a natural go-to for most Salesforce users. Regular everyday users of Salesforce regard Kanban as their online workspace, and not just another view within Salesforce where data is presented based on selection of filters.
For instance, when sales reps open the opportunity list view in Salesforce, they can view active sales opportunities organised by their respective stages in the timeline on a Kanban board. This view displays the opportunities within the selected filter. With this view, sales reps can get a clear view of the stage they are at in the sales process for each and every opportunity.
- Email Integration for Lightning
Lightning does away with the need for shifting back and forth between your email app and Salesforce. Email can now be seamlessly and easily integrated with Salesforce in a single console, thanks to Lightning.
Users can easily integrate Outlook, Gmail or other email services and bring together all connected Salesforce data such as call logs and tasks into the email UI. Lightning significantly improves productivity by allowing users to work directly from their email, with all the associated data they need from Salesforce.
- Salesforce Experience Cloud Communities
Salesforce communities has been renamed Salesforce Experience Cloud. It includes tools used by businesses to connect with their customers and partners through shared portals on the Salesforce platform. With Salesforce Lightning, developers can easily create and manage branded community portals.
This feature of Salesforce Lightning comes with an inbuilt powerful drag-and-drop interface. With this feature, users can easily add new functionality and content to the platform. With Salesforce Experience Cloud, it is easier than ever before to create content and feature rich community portals with the help of a library of pre-built templates.
- Salesforce Lightning Dialer
Support reps and communication teams need to manage a high call volume to interact with prospects and customers on a regular basis. To be able to do this, their managers need to have information about the calls. In Salesforce Classic, this information is retrieved in real time. Having said that, managing calls would be far more efficient, if the phone functionality existed within Salesforce.
The Lightning Dialer comes in-built in Salesforce Lightning, which reduces clicks and makes the whole process of calling and recording more efficient. This is made possible by integrating the Salesforce UI with calling systems. This allows reps to streamline calls and it automatically records the key performance indicators.
- Salesforce Lightning Paths
When reps are working on complex processes in Salesforce, they often need guidance. Salesforce Lightning Paths is a feature specially built for Salesforce users to offer them that guidance to work with complex tasks or opportunities.
With the help of this feature, Salesforce users are able to easily navigate through complex processes with the help of recommended pre-determined steps.
- An Advanced User Interface
The Salesforce Lightning user interface is extremely robust and offers remarkably flexibility when compared to Salesforce Classic. The user interface offers easy interoperable code development across devices. It facilitates user productivity and drives work efficiency with much lesser code. Intelligent home pages built from template libraries allow users to track performance to goal, and get real time updates on key accounts.
- Reports & Dashboards
The Salesforce Lightning Experience comes with a complete overhaul of reports and dashboards. They are now much more interactive, easier to navigate through and customise. Sales reps can get more insightful information from interactive charts without having to dive deep into reports. With the Lightning dashboard editor, dashboards can be fully customised with prebuilt components. Reports quality can be augmented and made more insightful without the need of the report builder. With the new Lightning UI, it’s much easier to find reports & dashboards via fully customisable home pages.
- Activity Timeline
In Salesforce Classic, users have the option to view Open Activities which allows them to create tasks & record event. And with Activity History, users can log calls or send emails. In Lightning however, Salesforce has added a functionality that allows users to create the tasks and along with it, it gives you an activity timeline which shows the activities you have already created. With the activity timeline functionality users can view open tasks, scheduled meetings, and more in the activity timeline.
- Salesforce Einstein
Salesforce users are familiar with Salesforce Einstein. This is one of the standout features of Lightning. Salesforce Einstein, an AI based digital data scientist, empowers businesses with the tools and resources to become more predictive about future trends and customer behaviour. Einstein significantly boosts the productivity of sales, service, marketing teams.
- Live Feeds
This is another unique feature in the Salesforce Lightning Experience. When in a group in the Lightning Experience, the Chatter feed is on. Live feeds delivers posts and comments from other users in the group as and when they are posted, keeping you updated in real time about discussions within the group.
- Lightning App Builder
The Lightning App Builder is a drag and drop tool using which you can easily create custom pages within the Lightning experience, giving you all that you need all in one place. With Lightning app builder, you can configure and customize lightning components in create business-specific apps.
- Lightning Snap-Ins
Lightning snap-ins is a key component for Service Cloud users. Snap-ins allows businesses to quickly manage client support directly within their Lightning pages. With Lightning snap-ins service reps can reach out to customers in real time on any device, and deliver personalized service across every touchpoint in the customer journey.
- Steelbrick Feature
Steelbrick is another unique feature built entirely on the Lightning infrastructure. With its CPQ (Configure, Price, Quote) functionality, sales reps can easily create offers and contracts for brands. Also, they can easily get approvals and signatures without ever leaving Salesforce.
- AppExchange
There are a plethora of Lightning-ready third-party apps on the AppExchange. And this number is growing by the day. All these apps are vetted by Salesforce and are pre-integrated to work seamlessly with the Salesforce platform. With the help of these Lightning-ready apps, you can deliver consistent, personalised experiences to your customers, boost internal productivity and drive RoI. All you need to do is look for ‘Lightning Ready’ apps on AppExchange.
The intelligent, intuitive, and future-ready design of Lightning is enabling businesses to improve efficiency and productivity significantly. The stunning UI, intelligent views, integrated reports and dashboards, pick-and-drop functionality, limitless customizability, backed by the power of AI, makes Lightning a compelling choice. As a Salesforce Gold Certified Salesforce Partner, Girikon has helped multiple businesses leverage the Lightning experience to achieve business success. Contact one of our experts today to know more about how we can help you get the most out of Lightning.
About Author
Indranil is a technology enthusiast with over 25 years of experience in project management, operations, technology and business development. Indranil has led project teams in egovernance, business process re-engineering, product development and worked with Government and Corporate customers. Indranil truly believes in the power of technology to drive productivity and growth for teams and businesses.
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