There is a storm coming late October 2019…and we see Lightning.  Beginning Winter 20’ the Lightning Experience will be turned on for all orgs. At this point, it is not a question of ‘Should I make the switch?’ it’s ‘How’ . On October 12, 2019, the update begins auto-activating. If you are still holding strong to Salesforce Classic, hear us out for a second. We understand that there is nothing more frustrating than getting used to something and like a bolt of lightning it’s gone (ha!). However, more organizations are switching to the Lightning Experience and are better off doing so. Technology is constantly evolving and Salesforce is at the forefront of those changes,they don’t call it the Fourth Industrial Revolution for nothing.

Lightning Experience Dashboard, Showing The Many Ways That Salesforce Lightning Can Be utilized. On Tablets, Mobile Devices, Smart Watches and More.

THE NEXT LEVEL OF SALESFORCE

The promise of enhanced dashboards, seamless integration, and a boost in productivity doesn’t stop there. The list of improved features is endless and it all comes down to the same idea: The fully optimized user experience. There is a bit of lead time before the inevitable change so it is a good idea to get your team up to speed with the changes before it is turned on for good. We have listed a few of the improved features to get you thinking about making the change. 

1 – Pinned List Views:

Due to popular demand on IdeaExchange with a whopping 52,000 Points; Pinned List Views have arrived!  This allows you to set the default view by object so you can easily access your list of choice quickly. 

2 – Increased Data Storage:

There is nothing worse than the pesky ‘Storage Almost Full’ notification and Salesforce gets that. Luckily, the minimum storage space has increased from 1 GB to 10 GB.  Woot!

3 – Simplify Appointment Scheduling:

Lightning scheduler can be easily embedded into your standard workflows. It is fully customizable, you can add employee metrics to ensure that each appointment is being booked with the best possible team member based on skills, location, certifications and more. 

4 – Make It Your Own:

With myLightning your dashboard reflects your company’s branding efforts. Add colors and themes to any page to truly make it one of a kind.

4 – Interactive Tabs:

In Classic, you are familiar with clicking tabs and being brought to your page of choice.The tabs now feature drop-down arrows that provide you with a variety of features that boost productivity and eliminate the need for unnecessary clicks. 

5 – Get Up To Speed:

The ‘Activities’ timeline allows you to view past activities such as emails, tasks, and events in chronological order. Which means your team can quickly get up to speed. 

6- Pinned List Views:

Due to popular demand on IdeaExchange with a whopping 52,000 Points; Pinned List Views have arrived!  This allows you to set the default view by object so you can easily access your list of choice quickly. 

7 – Dashboard Improvements:

With the Spring 19’ release the grid has been expanded to 12-columns. This offers you more flexibility, more components and layout options in one place. Don’t worry, you can always switch between 12 and 9-column grids, the choice is yours.  

8 – Go With The Flow:

Goodbye Cloud Flow Designer. Hello, Flow Builder. This powerful automation tool allows users to drag and drop their business processes by building applications known as Flows. These Flows can collect, create, update and delete information right in your org. Users are easily able to create flows based on their needs to increase productivity and efficiency. 

There is so much more to learn about the Lightning Experience and with powerful optimization specifically for lighting, products like Tableau, CPQ and Pardot the opportunities are endless. The team at CRMD is eager to get your business ready to make the switch quickly and easily. We begin with the Readiness Report to determine your business needs and deploy accordingly. Contact us today and let’s get started!