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Accelerate Business Transformation Initiatives With Salesforce Lightning Migration

Streamlining Workflows and Enhancing User Experience: Unleashing the Power of Salesforce Lightning Migration to Drive Rapid Business Transformation

By Alok KhandelwalPublished 12 months ago 5 min read
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It wasn’t long ago when Salesforce Lightning phased out its Classic version to become a go-to option for businesses of various settings. You might be missing out on an interactive UI/UX if you haven’t opted for Salesforce Lightning migration yet. This blog talks about the outstanding library with exclusive features that Salesforce Lightning brings to the table.

A leap ahead of Salesforce Classic, Lightning is an intuitive component-based app framework. Designed using Salesforce’s mobile application technology, it makes app development easier for non-coders. Lightning has reusable components that do not break customization and boosts productivity by allowing developers to build applications faster with fewer clicks, at a lower cost.

Key Features of Lightning Experience

Know what are the different features of Salesforce Lightning and how it can help your businesses expand paradigms and get assured ROI:

Platform Features

You don’t know how to code but want to build apps to solve business problems? Salesforce Lightning is the ideal solution as it allows you to create apps with a few clicks and no coding. Here’s a list of core platform features:

  • General Enhancements

General enhancement in Salesforce Lightning offers speed and maximizes efficiency by allowing you to use keyboard shortcuts. You can also have shortcuts for frequently visited pages including reports, dashboards, records, lists, etc.

  • Lightning App Builder

Lightning App Builder lets you create custom home pages for different profiles in your company, assign different pages to various user types as well as organize and display useful components. A function exclusive to Lightning is that you can create and edit pages for leads, contacts, and other types of records.

  • Search

When using the search feature, results are sorted by relevance by default. Users can see a longer list of sorted results when they sort from the Top Results page.

  • Related Lists

Out-of-view content and excessive white space in columns are no longer a problem with Lightning Experience as columns are now sized based on the length of the data they contain. They can be resized according to the size of the screen to optimize data viewing. You can navigate away without having to worry about changing the widths of your columns when you return.

  • Setup Menu

Lightning Experience has a separate tab for setup. Selecting Edit Object from the Setup menu will take you straight to the object's detail page on the object home and record pages. Through object manager, you can also check if your custom Lightning record pages are assigned to profiles, apps, and record types, or if they are set as org or app defaults.

  • Development Capabilities

A component property can be exposed as a picklist if it is configured in the Lightning App Builder whose values are provided by an Apex class that you create. Leverage the User Interface API to create custom web apps and native mobile apps with your own branding look and feel. The UI API supports most of the objects available in Lightning Experience—a single REST request provides data to display, edit, or create a record, layout information, and sufficient metadata.

  • Themes and Branding

Lightning lets you customize your organization’s branding with a few colors and images. You can also customize the color and logo of your app and can even include page tabs, and a utility bar.

  • Surveys

Speak the language of your customers by translating your surveys into their preferred language. Lightning lets you translate your survey into more than ten languages to reach a global audience. Participants who are not from your organization can select the language to translate the survey and complete it.

    • Service Features
    • Salesforce Lightning includes apps with AI-powered insights and pre-built performance dashboards. Agents can get a simple, unified view of every customer interaction across the company, boosting their productivity and assisting managers in optimizing their support teams. Some of the service features are:

    • Snap-In-Chat

Customers can quickly get answers to their questions with the help of the Snap-in-Chat widget, all while browsing your site. Snap-In Chat is a simpler version of the Live Agent option.

Lightning Service Console

Take full advantage of Lightning Experience’s awesomeness as you can customize the console with a few clicks while your service agents can make the most of the updated user interface and simple Lightning components.

Einstein Analytics

Enterprises need a tool to create custom analytics to resolve system issues. Einstein Analytics platform already has multiple partner apps that help businesses save time and money. It also makes insights available to the entire team, allowing them to collaborate on data from any device. For your reference, listed below are some report and dashboard features:

  • Present and Share information
  • Customizable Dashboard Components
  • Dashboard Editor
  • Interactive Filters while viewing reports

Communities

When it comes to debates and conclusions, communities are very important. And, dashboards are needed to measure and analyze metrics such as users, engagement, topics, and groups. To cater to this need, Salesforce Lightning provides pre-configured as well as customizable dashboards along with features like:

  • Chatter
  • Groups and Profiles

Salesforce Classic vs Lightning: Differences

This table helps you better understand the key differences between Salesforce Classic and its next-gen version Lightning Experience.

Conclusion

Other than the reason that Classic has been phased out, adopting Salesforce Lightning is the ideal way out to boost productivity and enhance user experience. The best part is that it fits the needs of both B2B and B2C businesses. In short, Salesforce Classic to Lightning migration not only helps you adopt a user-centric approach, but also transforms your digital journey.

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About the Creator

Alok Khandelwal

Alok heads Damco’s Salesforce Practice as Vice President and has over 18 years of rich experience in setting up practice teams, designing enterprise scale products/ solutions and sustained business growth of Business Units.

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