The Salesforce Lightning Experience!

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THE NEXT BIG THING FROM SALESFORCE IS HERE: THE SALESFORCE LIGHTNING EXPERIENCE!

Just this morning, Salesforce announced the “Future of CRM. Welcome to Salesforce Lightning.” Among the headlines, the hallmark feature is most certainly the new user interface (UI) for Sales Cloud, Salesforce’s core Customer Relationship Management (CRM) offering. More importantly, we want to highlight the business impacts of the new update.

Salesforce Lightning on all devices
Salesforce Lightning on all devices – Image: Salesforce

DESIGN FOR EASE OF USE MAKES THIS UPDATE THE MOST USER FRIENDLY YET

Users have been clamoring for this long-awaited user interface (UI) update. The restrictions of two column interfaces have been removed along with several dashboard limitations. Visualizations have been added to aid the sales process and sales management.

The new interface offers many business benefits, including:

  • Alignment to contemporary user expectations for digital experiences:
    • Improved sales pipeline visibility and management
    • Increased efficiency and selling capacity
    • Increased employee retention
    • Reduced user onboarding cost and duration
  • Consistent experience across devices. It’s the Salesforce you want, wherever you are.
Dashboard
Dashboard page on the new interface

THE SALESFORCE LIGHTNING EXPERIENCE IS A COMBINATION OF TOOLS AND FEATURES

You may have been aware that the Lightning Experience has been months in the making. Underneath the sharp look and feel of the UI, the Salesforce Lightning Experience (SLE) is actually made up of multiple components:

  • Faster app development
    • Lightning Framework allows businesses to build applications much faster by introducing additional levels of reuse and OData Integration Capabilities. It gives developers and users the ability to build breathtaking user interfaces that are tailored for mobile devices. Until this release, Salesforce Lightning was only available via Salesforce1 and for custom development. This release extends the Lightning Experience through large portions of Sales Cloud.
  • More flexible app building
    • Lightning App Builder for Force.com allows you to build enterprise applications without writing any code. It gives developers and business users the ability to build breathtaking user interfaces for Force.com applications that are customized for mobile devices
  • Usability intertwined
    • Lightning Design System provides guidelines and code to designers so that they can can create apps that work with the new UI.

This release is the latest on the Lightning roadmap. Future releases will extend the new experience to Salesforce objects not included in this release and provide additional customization options. This release introduces the ability to control who has access to the new experience at an Organization, Profile, and Individual Permission level. This feature can be used to control the rollout in an optimal fashion across your user base.

 

CHANGE MANAGEMENT IS NECESSARY

Any system implementation causes disruption to business processes and requires training. The Lightning Experience will be transformational for your users and represents significant change.  Therefore, managing the user’s expectations along with retraining to minimize disruption and maximize the resulting productivity gains is a must.

Until future releases, there will be limitations to which objects are available in the Lighting Experience and some prior customizations may not function. Magnet 360’s evaluation process can help determine how Lightning will fit within your existing Salesforce implementation and business processes to help make recommendations on rollout strategy, including user adoption and technical assessment.

 

TRANSITION TO THE LIGHTNING EXPERIENCE

The Salesforce Lightning Experience will be available October 17th with the release of Winter ’16. Salesforce has noted that existing configurations do not have to change and your organization’s admins can control roll-out.  Great resources for building expertise are our Salesforce Lighting Whitepaper and Trailhead, Salesforce’s interactive learning platform. If you are unsure what next steps to take or have any questions, reach out to see how Magnet 360 can improve your business. Stay tuned for further strategies on how best to handle product updates and other thought leadership content by following our blog.

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