Tag: lightning Experience

Salesforce Lightning

Making Shift from Salesforce Classic to Lightning – Must Needed Steps to Follow

Salesforce has rolled out its next-gen UI ‘Lightning‘ in 2014. The Lightning platform delivers reimagined user experience to enable fast & seamless app development. Enterprises have been swiftly shifting to Lightning in order to enhance workflow & productivity, which makes their jobs easier & more intuitive. The interface also allows automating various business processes along with seamless external application integration. 

More than just the UI, Lightning offers a gamut of defining features that streamline workflows and help the CRM users maximize their productivity. However, when it comes to moving into the new interface, a lot of Salesforce CRM using companies are still in some sort of chaos as there are some kind of risks involved. Moving an entire business is not always that easy as uninterrupted business continuity could be a concern. But, let’s accept it, Lightning is the future and you can’t run away from it for a long time. 

In order to make an easy Lightning migration, one can follow some steps. These will not only make the transition process smooth but also allow you to get the best out of it. Here is a typical Lightning migration framework.

There are three phases in Lightning migration. 

  1. Discovery
  2. Roll-out
  3. Optimize

Let’s have a sneak peek of each of these phases.

ALSO READ: What Makes Salesforce Lightning Special – Top 10 Lightning Features

Discovery phase

  • First, the organization is required to understand how Lightning can benefit their business. A detailed migration strategy needs to be prepared involving all the stakeholders & executives.
  • The discovery phase starts with the Org readiness analysis. Org readiness check can be done using a tool called Lightning Experience Readiness Check. This tool will produce a personalized readiness report that will show which of the users will benefit right away and how to adjust implementation for the Lightning Experience. 
  • This must be followed by a detailed evaluation of business priorities and technical strategy. The strategy must have a detailed roll-out plan including:
  1. Whether to move users in batch or all at once
  2. User training
  3. Measuring the success
  • At the end of the discovery phase, all the major stakeholders must align to make the case and get the green light. 

Roll out phase

  • Roll out phase is extremely crucial in the success of any Lightning migration project. 
  • The release development activities initiated during this stage including the implementation of Lightning features and adjusting the priority issues noted in the Org readiness report. 
  • Developers can implement new features that are only available in Lightning which will boost productivity. Along with this, existing features can be either customized or adjusted to work seamlessly in the new interface. 
  • During this phase, you need to prepare the users to practice Lightning UI with change management activities that will educate and inspire them. You can engage the end-users by allowing them to have a Lightning experience test drive and get their feedback. 
  • The launching of the Lightning Experience happens during this phase. The rollout is an iterative process, one has to repeat some of these steps until all users are moved to the new interface.

Optimization phase

  • Post transition, it’s time to measure success and optimize processes.
  • In the optimization phase, companies must measure whether they meet their goals or not, how to improve business leveraging Lightning features and deliver what users need. 
  • Change is always difficult to accept. In this phase, the stakeholders need to regularly interact with the users and keep on motivating them to use Lightning & come out of Classic. 
  • Iterate on the company’s rollout plan by fixing priority issues, refining the experience, and addressing new use cases.
  • And finally, turn off the Salesforce Classic.

The entire process might look a bit toilful. However, every company has to bring in the change. It is always good to consider leveraging a Consulting Partner. Whether you are using Lightning for a fresh Salesforce implementation or scaling up from Classic, our team of certified Lightning experts can manage the entire process in order to streamline the transition process without affecting your routine business processes and bottomline. Schedule a meeting with our experts now. 

Read this case study of a healthcare service provider to see how CEPTES helped them move from Classic to Lightning.

Salesforce Lightning

What Makes Salesforce Lightning Special – Top 10 Lightning Features

In today’s technology-driven expanse, enterprises recognize the decisive importance of a CRM tool. It is essential for every enterprise to evolve with the swiftly changing market dynamics & drive quality customer engagements. A robust CRM provider understands the market & customer needs and enables its users to acquire & retain more customers by delivering seamless customer experience. 

As the world’s #1 CRM provider, Salesforce has put a significant amount of effort in building a revolutionary user interface. Lightning Experience has seen a huge amount of additional developments and enhancements in the past few years. Considered as the home for all the future innovations, the Lightning transition from Classic has taken its time. However, the process is now almost done. 

Lightning is faster, powerful, intuitive and feature-rich. It is a component-based framework for app development which means accelerated development with minimal coding. The power of Lightning enables users an ability to create a user experience that improves workflow and productivity. What makes Lightning special? Let’s explore the top 10 Salesforce Lightning features.

An Advanced User Interface

The new Lightning user interface is highly flexible and robust as compared to Classic. The UI offers easy development between mobile devices and desktop. It enables high user productivity and drives efficiency with less code. An intelligent home page allows the user to monitor performance to goal, and get news on key accounts. 

Lightning Home Page

Kanban View

With the Kanban view, sales reps can efficiently manage opportunities. Appeared as a visual summary of the records in a list view, it shows a big picture view of all the on-going tasks and also allows effortlessly sort, summarize, filter, and move opportunities. Users can swiftly create tasks and events directly related to the opportunity without leaving the view. Kanban view can be used as a workspace. 

Lightning Kanban View

Reports & Dashboards

Salesforce has redesigned reports and dashboards for Lightning Experience, making them more interactive, easier to navigate, and edit. Sales reps can get more information from interactive charts without drilling into the reports. With the Lightning dashboard editor, Dashboards can be created with more than three columns and column-spanning components. Report quality can be enhanced without launching the report builder. With the new UI, finding reports & dashboards have become easier via redesigned home pages. 

lightning Reports & Dashboards

Lightning Path

The new Lightning Path in Salesforce Lightning guides sales reps through the steps of a process such as working on an opportunity from a fresh lead to closing a deal. At every step, Lightning Path helps the team succeed with specific guidance & resources.

Lightning Path

Activity Timeline

In Classic, we have Open Activities & Activity History. Open Activities allows users to create task & event records with the record type selection functionality, whereas Activity History allows users to log a call or send an email. In Lightning, Salesforce has added a standard lightning component that shows the action to create the task and other action along with an activity timeline which shows the record you have already created. With the activity timeline feature; see open tasks, planned meetings, and accomplishments in the activity timeline on activity-enabled objects.

Lightning Activity Timeline

Salesforce Einstein

Salesforce Einstein is not new to anyone. This is one of the top Lightning features. Salesforce Einstein, an Artificial Intelligence tool enables businesses to become more predictive about future trends and customer buying patterns. The productivity of sales, service, marketing teams can be boosted significantly with Einstein. 

Also read: Decoding Einstein Analytics & how it is integrating data to accelerate business success

Lightning Web Components (LWC)

Salesforce has introduced the new Lightning Web Components (LWC) which is a new programming model for building Lightning components. This will make life easy for JavaScript developers to code on the Lightning Platform as Lightning Web Components are custom HTML elements built using HTML and modern JavaScript. By using this with other low-code tools, organizations can develop & deliver high-performing web experiences. This new programming model can seamlessly work and interoperate with the original Aura programming model in order to offer the highest performance. In a nutshell, the new Lightning Web Components can take the Salesforce development and modern JavaScript development to a whole new level.

Also Read: Salesforce Lightning Web Components: The new way to build Lightning Apps

Live Feeds

This is one interesting feature in the Lightning Experience. When you’re in a group in Lightning Experience, the Chatter feed is live. Live feeds offer posts and comments right as they’re posted, without requiring a page refresh.

Lightning Live Feed

Lightning App Builder

The Lightning App Builder is a point-and-click tool that makes it easy to create custom pages for the Salesforce mobile app and Lightning Experience, giving your users what they need all in one place. Lightning app builder allows users to control & customize lightning components in order to build business-specific apps. 

Lightning Snap-Ins

Lightning snap-ins are one of the most important elements for Service Cloud users. Snap-ins facilitate enterprises to quickly coordinate client support directly into their applications and pages. With the Lightning snap-ins service agents can reach out to the clients right where they are, personalize service delivery, and connect the customer journey.

Wrapping up

The seamless, intuitive, and intelligent design of Lightning is helping enterprises navigate Salesforce and work in the CRM with greater efficiency ultimately improving productivity by closing more deals. The modern UI, smart views, integrated dashboards, drag-and-drop capabilities, customizations, lightning components, and the power of AI is making Lightning succeed. As a Salesforce partner, CEPTES has helped multiple enterprises leverage the Lightning platform to achieve higher business goals as well as close more deals faster with Lightning features. Are you planning your Lightning migration? Let our certified experts help you in maximizing the benefits from the above features. Get in touch now. 

lightning experience
CRM, Lightning Platform, Salesforce

How Should I Turn on Lightning Experience?

We live in a customer-dominated economy, where CRM has become pivotal towards the growth and maintenance of any business. Against this backdrop, every organization tends to run and operate at a faster rate, than the original pace. The main reason behind is to both retain the existing customers as well as attract the new ones. While the market is growing at an incredible pace, companies must always focus on the process of delivering world-class experience to achieve noticeable growth. As the market says, that focusing on customer experience has a direct impact on the financial success of organizations. A relative effect of the surge can also be seen over the stock prices.

In fact, it can be said that, customer experience can outperform the market and marketing trends. Hence, comes into picture the Salesforce Lightning experience. This is a technique with the help of which companies achieve the necessary customer experience excellence. It delivers all the contemporary user experience that bridges the gap between customers and business.

Salesforce also tries to up to date their lightning version and keep it ahead of the evolving industry standards. This is done by delivering regular extensions and enhancements. It is also believed that the CRM software is anchored to the fluid architecture of the overall system as well as including the flexibility to accommodate the rapid changes in the market and deliver over the customer expectation.

The process to take advantage of Salesforce lightning

Once you have already recognized why it’s so important to indeed develop a new, Lightning-specific strategy the time arrives for taking advantage of the entire Lightning platform. As explained earlier this is the most unique and best platform for marketers.

Let us take you to an engagement centric approach to introducing Lightning within your org.

The First Phase: Vision and Goals

To begin with, you always need to define the UX goals, at the same time identifying the existing user experience gaps. The process determines your complete success metrics and you can now evaluate Lightning readiness using the Salesforce Lightning readiness checklist tool.

  1. Planning the desired business impact
  2. Setting-up the UX objectives
  3. Defining all the key success metrics
  4. Finally performing Lightning readiness check
  5. Assessing all readiness check report

The Second Phase: Awareness and Understanding

Next, you will have to identify the high impact business scenarios for a pilot program. Once it is done, the time is for identifying the use cases, and convert them to Lightning and release the solution.

  1. Taking steps around the early stakeholder
  2. Correctly developing the executive sponsorship messages
  3. Launching the system preview

The Third Phase: Rapid Adoption and Process Integration

Depending over the pilot feedback and also the lessons learned, you can always plan to migrate the complete functionality as well as rollout the new system for all users.

  1. Driving user enablement through some E-learning sessions
  2. Effective hands-on exercises
  3. Developing the Lightning Experience information tab for the ongoing access to resources

The Fourth Phase: Recurring Business Engagement

Finally, you can always work to attain the process maturity by simply establishing a continuous feedback loop with end users and at the same time maintain the system through releases.

  1. Analyzing the complete business impact
  2. Determining the status of UX objectives
  3. Measuring the entire progress against key success metrics
  4. Evaluating the entire system usage

Lightning With CEPTES

If you are ready to reap the benefits of Salesforce Lightning platform, then CEPTES Software is here to help. From the beginning of your cloud journey your organization will have the advantage our deep and extensive experience. our goal is help shape and deliver better Salesforce Lightning experience to drive real-time innovation and value to your business.

salesforce lightning
Lightning Platform, Salesforce

How does Salesforce Lightning Accelerate your Business?

If you have ever been associated with Salesforce or have been a constant user, you must have an idea that the launch of Salesforce Lightning app is just fantastic. The entire application is fast, competitive and industry oriented. The Salesforce App is the place of origination for Lightning App Cloud and includes the following:

  • Lightning App Builder
  • Lightning Component
  • Lightning Design System

To begin with, it can be said that, this creative and productive enterprise app will always accelerate your business. Just pairing powerful and intuitive development tools, Salesforce has become the most trusted enterprise cloud. It is this particular app of Salesforce platform that makes it possible for various organizations to turn their ideas into businesses at lightning speed. This ability to create better apps helps companies address all the day to day challenges and hence redefine their business. Apart from these features, let us have a look at some more ways in which, lightning empowers all users.

Accelerating the Development Process:

Lightning is said to be designed with the drag-and-drop facility which quickly opens up the power of Lightning development to a wider range of audience. Usually, it happens that most coders work with minimal real-time input or to put it other words participation from admins or the end users. Lightning is then said to shorten the app development time by bringing all the stakeholders closer. Along with this feature, Lightning apps are as well future-proofed, and will never be broken by automatic platform upgrades; hence immense maintenance is not required.

Accelerates the Analytics:

In particular platforms like Salesforce, it is always said that the data is never easy to understand. As a solution of which or to make things easier for the users, Salesforce has come up with a tool, which you can visualize the data with. This is known as the Lightning Schema Builder. It lets developers spend some more time on the process of refining and also improving the app rather than wasting time with the database and various other constructs. Lightning is as well said to provide a UI designed for great reports and also the flexible dashboards, created with the same drag-and-drop ease.

An Augmented User Participation:

Lightning is always said to bring the user community as well as the development process together. The problems that are faced here are brought into the app assembly loop, where all their insights improve and even enhance your apps with a hands-on the drag-and-drop fix. Lightning Process Builder has been proven to empower everyone to respond to their respective business needs by just creating custom workflows, which automates the complex business processes within a short time.

The Acceleration of Deployment:

As it has been proved that the Lightning platform deals with all the rest of the process that includes data management and even the storage, along with third-party integration, the developers are always free to focus on what matters to the business more. Through the Salesforce1 Mobile App, you indeed roll out all the apps or deploy the same functionality with just a single click.

Lightning Platform, Salesforce

Lightning Experience – Time to Make the Leap?

What is the Lightning Experience?

The Lightning Experience is a new release in Salesforce. The term has been primarily coined to mean the latest redesigned interface in Salesforce that is known for offering several benefits and is helpful for the sales representatives as they can work smarter and faster. In other words, it’s not just a new user interface, it’s an effort to broaden and deepen the experience and customizability of the customer experience.

Benefits of Lightning Experience

1. Better User Experience: The new interface provides a better experience to the user. It is because the access to Salesforce objects remains in a hidden way through collapsible navigation. The UI unifies the user experience. It takes the cool stuff from the mobile experience and makes it available to desktop users. There is another improvement. The “autosave” functionality for Notes guarantees a better experience throughout the Org and as a matter of fact, the Notes now includes rich-text capabilities and the ability to relate a Note to multiple records is an added advantage.

2. Customizable as per User Requirement: The homepage is so flexible that it can be customized as per requirement of the user. The inclusion of a new feature, the Assistant, helps the users to identify exactly what is required by them to work on that day

3. Smart Views: The user does not need to navigate to different pages as all objects can easily be viewed on a single page.

4. Easier Drag-and-Drop Feature: It is easy to drag-and-drop deals from stage to stage.

5. Customizable Dashboards: It gives the user the freedom to customize dashboards. It allows dashboards to have more than three columns. Users are thrilled to have dashboards with more than the traditional three components. These components are readily refreshed. Apart from improving the user experience, it gives adds more value to dashboard users who are keen to have data-driven decisions with a quick glance easily.

6. Track Past & Future Activities: The most attractive feature is that the user can have a track of past and future activities.

Comparison between Lightning Experience and Salesforce Classic

All good things come with certain shortcomings, so is the lightning experience. Though it is preferred for being an enhanced interface it does not support all the features of Salesforce Classic.

CEPTES offers a full range of Salesforce services

CEPTES provides a full range of Salesforce services from consultation to migration to implementation, support, and maintenance. For immediate contact, feel free to email us at contact@ceptes.com. We look forward to hearing from you soon!


a. https://resources.docs.salesforce.com/206/latest/en-us/sfdc/pdf/lex.pdf