Showing posts with label Salesforce lightning. Show all posts
Showing posts with label Salesforce lightning. Show all posts

Sunday, 3 September 2017

Top New Features Coming in Winter 18 Release

#SalesforceRelease #Winter18 #TopFeatures #Salesforceguy
1. Lightning Experience Gets a New Look and Feel
#LightningUI
Based on your feedback, we improved information density, legibility, contrast, and even added a splash of color. That means less time scrolling and scanning and more time focused on what matters most. This change applies to Lightning Experience only.
Here’s a closer look at what’s changed.
  • More information density and less white space, so you can see more of what you need without scrolling.
  • Improved legibility (using font size and color) to draw attention to what’s most important.
  • Better contrast between foreground and background, making it easier to scan and scroll while staying focused on what you need. We even added color and a background image inspired by our own Trailhead.
You don’t need to do anything to start enjoying these enhancements. If you like, though, you can change the background image and blue color to a neutral gray. In Setup, enter Themes and Branding in the Quick Find box, then select Themes and Branding, and select Hide.

2. Sales Console: Welcome Forecasting to the Console
#SalesProductivity #Forecasting
You’ve been patiently waiting for Collaborative Forecasts to come to the Lightning Sales Console. The wait is over! Plus, we’ve made other great improvements to Lightning console apps, including the ability to add favorites, navigation rules to make your users’ workflow more efficient, and additional keyboard shortcuts.

3. List Views: Customizations, Mass Inline Editing, and Text Wrapping
#ListViews #Customizations
Reps can get more done with fewer clicks when working from list views. Edit multiple records from a list view, and wrap text in columns to see more at a glance.
No longer experience excessive white space in columns or content that is out of view. Columns in list views, search results, related lists, and elsewhere, such as the App Manager in Setup, are now sized based on the length of the data within them. When you resize your screen, the columns adjust accordingly. This feature is disabled when you set a fixed column width. This change applies to Lightning Experience only.
Sticky column widths have arrived for Recently Viewed list views, related lists, and search results! Change your column widths, navigate away, and when you return, your custom column widths are still there. This change applies to Lightning Experience only.
You can change the column widths for list views, related lists, and search results. But what if you want to revert all those changes? Just use the new Reset Column Widths setting in the list view controls to get back to the default widths. This change applies to Lightning Experience only.
Tired of seeing only part of each field in a list view? We’ve got you covered, because now you can wrap text in list view columns. This change applies to Lightning Experience only.
Found a list view that you like, but don’t have permission to edit it and save your changes? It’s easy to create a list view by using Save As or Clone and then make a few tweaks. If you created list views in this way using Salesforce Classic, you can now do it in Lightning Experience. This change applies to Lightning Experience only.
Your reps can now update up to 200 records without leaving a list view. This feature is new in Lightning Experience.

4. Lightning Sync for Google: Two-Way Event Sync, Attendee Sync, and Support for More Licenses
#LightningSync #GoogleIntegration
Make your team more productive by setting up events to sync both ways between Google Calendar™ and Salesforce. When you do, you get exclusive access to Salesforce Calendar features that are designed to work with Lightning Sync. We’re also introducing support for users on Service Cloud and Force.com licenses so you can get even more users syncing between Salesforce and Google applications. These changes apply to Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.
Lightning Sync is available for Service Cloud and Force.com user licenses. Depending on which objects are available through the license, reps can sync contacts, events, or both between their G Suite accounts and Salesforce. This change applies to Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.
Save reps time and unnecessary data entry by setting up events to sync between Google Calendar and Salesforce. That way, reps can create and edit meetings from either application. And admins like you can promote Salesforce adoption by making it easy for reps to get important meetings into Salesforce. This change applies to Lightning Experience and all versions of the Salesforce1 mobile app.
When you set up our enhanced scheduling options for Salesforce Calendar, reps can see their Google Calendar™ attendee details and responses from either system. This change applies to Lightning Experience and all versions of the Salesforce1 mobile app.

5. Lightning Knowledge: Multi-language Orgs, Updated Article Actions, and Video Support
#LightningKnowledge #ServiceCloud
Multi-language orgs can now make the move to Lightning Knowledge. When viewing a case in the console, authors can create an article from the Knowledge component. Authors also have a richer text editing experience with video, and they can see who’s viewing articles with event monitoring. This change applies to Lightning Experience only.
Multi-language orgs can now make the move to Lightning Knowledge. When viewing a case in the console, authors can create an article from the Knowledge component. Authors also have a richer text editing experience with video, and they can see who’s viewing articles with event monitoring. This change applies to Lightning Experience only.
Multi-language orgs are now supported in Lightning Knowledge! You can search and read translated articles in Lightning Knowledge. You still create and manage translated articles in Salesforce Classic This change applies to Lightning Experience only.
Users can create articles from the Knowledge component. This change applies to Lightning Experience only.
 Lightning Knowledge authors can create a rich article experience by embedding videos and inserting code blocks. We expanded the list of supported domains for embedding videos in both Salesforce Classic and Lightning Experience.
Make data-driven decisions about your knowledge base content with event monitoring. We added a Knowledge article event type to the EventLogFile standard object for article views. You can see who is viewing articles to better understand how people are using Knowledge within your organization. This change applies to Lightning Experience only.
Track articles that require action by reporting on assignment fields. This change applies to Lightning Experience only.
 The data category chooser component is fully accessible in Lightning Knowledge record home. This component supports the full number of data categories you have enabled in your org.
Experience the improved Knowledge article search to find articles and resolve cases faster.

6. Macros in Lightning: Creating Efficient Support Agents and Happy Customers
#Lightning #ServiceCloud
Lightning Macros can revolutionize the way your support agents work! Macros provide the power to automate common repetitive tasks and resolve issues efficiently, so your agents can spend more time doing what they do best: focusing on customer success. With macros in Lightning Experience, you can add the macro utility to your org’s Lightning Console Apps, such as Service Console, and give agents the tools to quickly resolve customer service issues. Agents can send a customer email and update a case status with a single click.
Quickly and easily edit and add instructions to macros using the new Macro Builder point-and-click interface.
The Record Home page is your one-stop-shop to view and manage macros in Lightning.
Create amazing macros in the context of your work by adding the macro utility to your Service Console utility bar.

7. Dynamic Branding: One Community, with a Different Look for Each Audience
#Communities
With branding sets, you can change the appearance and style of your community pages based on the audience viewing the page. No need to create individual communities for each customer or business need. Now you build your community once, and simply style it differently for each audience.
Branding sets take advantage of criteria-based audiences in the same way as page variations. Just as you can create several page variations and target them at different audiences, you can create different sets of branding properties to produce a unique look and feel for specific audiences.
In Community Builder, you can:
  • Manage branding sets from the Branding panel (1).
  • Create a set of branding properties (2).
  • Create or assign an audience to your branding set (3).
  • Switch between a tile or list view of branding sets (4).

8. Developers, Build Your Community Your Way
#Communities #CustomTemplate
The Build Your Own template provides the basic pages every community needs: Home, Create Record, Error, Record Detail, Record List, Related Record List, Search, Check Password, Forgot Password, Login, Login Error, and Register. And you can easily add more pages and components for the experience you’re building. Customize your branding and themes to refine the look of your community.
To view all components in the Components panel, select Settings | Advanced and click Show All Components in the Components Panel area.

9. Community Analytics: Community Pulse and Annotations
#Communities #Analytics
See the community stats you care about the most at the top of Workspaces and take action, plus communicate directly on dashboards.
You told us that you wanted to see your most important community stats in Workspaces. We heard you and present Community Pulse! Community Pulse displays up to six metrics of your choosing right at the top of Workspaces. Clicking a metric takes you to the related Moderation or Engagement report or dashboard so that you can take action or get more information.
Foster an environment of open communication sparked by Analytics dashboards embedded in your community. With the annotation feature, partners and customers can converse in Chatter feeds on individual dashboard widgets.

10. Make Your Lightning Pages Dynamic
#LightningAppBuilder #Customization
Now you can control when a component appears on a record page by adding filter conditions and logic to its properties. No need to add anything to your custom components. It’s all handled by the Lightning App Builder. For example, construct a filter that causes a rich text component on an opportunity page to display when the Amount is greater than $1 million.
Component visibility filters are supported for standard components, custom components, and components from AppExchange. If you don’t define a filter, the component displays on the Lightning record page as usual. When you define one or more filters and set the filter logic for a component, the component is hidden until the filter logic criteria are met.

11. Salesforce DX: The New Frontier for Salesforce App Development (Generally Available)
#SalesforceDX
With a focus on source-driven development, Salesforce DX makes it easier for developers to build together and continuously deliver using the tools that make you most productive. Salesforce Developer Experience (Salesforce DX) will be generally available in mid-October 2017.

12. Build Exciting User Interfaces with New Base Lightning Components
#LightningComponent
Accelerate your development with a fresh medley of 30 new built-in Lightning components. The new components cover a broad range of user interface elements and give you a whole new toolbag for your development.
We are working to reach parity with the Lightning Design System components, and this release brings us closer to that goal. Here’s a visual summary of what we have in store for you.
If this screenshot doesn’t do them justice, head over to New and Changed Lightning Components for a lot more detail, including many more screenshots.
There a lot many other feature as well, Offical release notes is available HTML format as well as PDF file.
#HappyLearning #Salesforceguy 

Sunday, 31 July 2016

Lightning Series #1 Welcome to Salesforce Lightning



Lightning Series:


Salesforce Introduces Lightning two year back and now almost every organization is moving towards lightning experience. With the Lightning Series I am trying to post each and every information about Salesforce Lightning including What’s new in Lightning, Developing Lightning Component, Learning App Builder, Using Lightning Connector.


In this post, Let’s learn about What is Lightning Experience and what are feature present.


Welcome to Lightning Experience


The Salesforce Lightning Experience is a slick new user interface layered on top of your existing Salesforce account that focuses on allowing sales teams (or development and fundraising teams in our nonprofit community) to work and close opportunities faster. It is generally available as a feature that can be enabled by Salesforce administrators starting with the Winter '16 release.


Lightning Experience will transform Salesforce CRM and extend to service, apps, platform, and more. No matter what department you're in, we understand that the way people work is changing. All this change is greatly influenced by the rise of mobile. Sales reps at your company are already using mobile to research prospective customers, get directions to client meetings, connect socially with customers, and more. We get that. That’s why Lightning Experience takes the cool stuff from the mobile experience and brings it to the desktop.


What About the Previous User Experience?

lassic Experience


Salesforce Classic refers to the Salesforce user experience immediately predating Lightning Experience. It’s the one with the row of tabs across the top. If you haven’t customized your logo, you also see the seasonal Salesforce logo in the upper left corner when you’re looking at Salesforce Classic.
So that’s Salesforce Classic, and again, it’s still here. It has to still be here, because not all features are available in Lightning Experience yet, and besides, you might not be ready to move off Salesforce Classic just now. Depending on your company culture, change can take time, and we get that, too. We’ll talk more about change management and migration in another module, since that’s an important topic all on its own.
Back to Salesforce Classic and Lightning Experience. The first thing you need to know is how to tell when you’re in one or the other. If you see a row of tabs across the top, you’re in Salesforce Classic. If you see a vertical navigation menu, you’re in Lightning Experience.


The row of tabs across the top means you’re in Salesforce Classic



This navigation menu means you’re in Lightning Experience



When Lightning Experience Meets Salesforce Classic


Features that aren’t supported in Lightning Experience don’t appear in Lightning Experience. But don’t fear! You can still get to those features using the Switcher.Not every business scenario is supported in Lightning Experience yet. For example, these scenarios aren’t supported:
  • You’ve enabled standard quotes in Salesforce to support your field sales team, so they can generate quotes during customer visits.
  • You’ve set up collaborative forecasting for your sales ops team to support the sales process and manage your company’s pipeline.
  • You’ve deployed Salesforce Console for Sales for your inside sales team to help them manage multiple leads simultaneously.

What Makes Lightning Experience So Special?


With all its new features and redesigned pages, there are many key benefits to using Lightning Experience.
To kick things off, let’s talk about some of the highlights:
  • New record layouts that focus on what you can do instead of what you can view
  • Turbocharged list views that let you easily filter and visualize your data
  • Beautiful dashboards with components that span both columns and rows
  • Sleek report views that you can filter quickly to see the data that's most important to you


Lightning Experience Tour


Home


New Lightning Page has awesome Home Page, now your sales reps can monitor their performance to goal and get insights on their key accounts. Plus, we’ve added an Assistant, which is your users’ action list of things to do. You can also use the Lightning App Builder to create custom Home pages that appear for different profiles.


  • Start your day fast with a customizable, intelligent page.
  • Use the Performance Chart to monitor how close you are to crushing your numbers.
  • See relevant, timely news articles about customers, partners, and competitors with Account Insights.
  • See upcoming meetings and tasks due today.
  • Use the Assistant to identify key issues to work on today.
  • Focus your selling activities on your Top Deals.


ome




Opportunity Workspace


Lightning Experience includes action-optimized workspace, designed to help your sales reps work their deals faster and smarter. You can customize coaching scripts for each step in the sales process, create records quickly with fewer clicks, and ultimately close deals faster.


  • Showcase key record details in the new highlights panel at the top of the page.
  • Use the handy composer to quickly log calls, create tasks, send emails, and more.
  • Get key coaching details with a customizable sales path to support your sales process.
  • See a wealth of related information on hover using quick view, without ever leaving the opportunity page.
  • Add related records—like contacts—in context with minimal clicks.
  • View relevant, timely news about the account the opportunity’s associated with.


pportunity Workspace


Opportunity Kanban


Introducing Opportunity Kanban, a visualization tool for opportunities, where sales reps can visually review deals organized by each stage in the pipeline. With drag-and-drop functionality, sales reps can move deals from one stage to another, and get personalized alerts on key deals in flight.


  • Visualize your deals at each stage in the sales cycle.
  • Move deals between stages using drag-and-drop functionality.
  • See alerts that notify you when action is needed on a key deal.


pportunity Kanban


Accounts and Contacts


Like with opportunities (and leads), we’ve optimized the layout for accounts and contacts, organizing the content by their primary use case: reference. Now your sales reps can find information and gather insights at a glance.


  • Get the latest news for your customers with integrated Twitter and Account Insights.
  • Work smarter and keep your data clean with field-level duplicate matching.
  • Locate important data efficiently with the redesigned Lightning Experience page layout.
  • Review past and upcoming activities at a glance.


ample Contact Record Page in Lightning Experience


Reports and Dashboards


Sales reps will love the ability to create their own filters on reports. You will appreciate the updated dashboard editor, which features components that span both columns and rows.


  • Create filters while viewing a report.
  • Make visually awesome dashboards with more than three columns.
  • Easy migration from Salesforce Classic to Lightning Experience, with reports and dashboards automatically viewable and inheriting all permissions and sharing settings defined in Salesforce Classic.


eports & Dashboards


List Views


Now your sales reps can visualize any list view graphically with a handy chart, or easily apply filters to narrow the results.
Visualize your data in seconds with list view charts, and quickly create filters to slice your data how you want.


  • Create new list views by using Lightning Experience’s intuitive filters panel.
  • Use type-ahead search to find a favorite list view fast.
  • Automatically open your list views created in Salesforce Classic from Lightning Experience.


ist Views


Other Highlights


  • Navigate through pages more easily with the space-saving, collapsible left navigation menu, which you can customize for various types of users (such as sales reps, sales manager, or execs).
  • See open tasks, planned meetings, and accomplishments in the activity timeline on each opportunity, lead, account, and contact.
  • Find your tasks on a new page for tasks, including the new master-detail view, which lets you see a single task and your entire list of tasks side by side.
  • Use phone features without ever leaving Salesforce. You can make and receive calls, add call notes, and log call information with ease.
  • Send email through Gmail or Office 365 accounts with your Salesforce email. See the emails you’ve sent in your Gmail or Office 365 Sent Items folder for seamless integration.
  • Take better notes with auto-save, rich text capabilities, inline images, and versioning. You can even relate a note to multiple records and share notes with teammates or Chatter groups.
  • Enjoy a richer file preview experience that doesn’t require Adobe Flash Player.
  • Find records faster with improved search, which includes recent records and top results.


So is Lightning Experience Right for You?


At this point, you’re probably starting to think about whether or not Lightning Experience is a good fit for your company. This is good, and part of the point of this content is to help you make that choice.
Ultimately, your decision comes down to this: does the rad stuff you get with Lightning Experience outweigh what you can’t do without Salesforce Classic?
hat You Get vs. What You Can't Live Without


Happy Learning!!
Stay tune for more post on Lighting …


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