Thinking about enabling Lightning Experience?

Lightning Experience is the sleek, modern interface that helps your sales reps sell faster and smarter. It includes entirely redesigned pages as well as many new features, such as

  • A customizable homepage that can improve user experience by presenting information and work needed for you right at login.
  • Enlarged dashboards allowing you to design dashboards with more than three columns for greater accessibility to information.
  • Smart, dynamic views featuring improved analytics and retention of the views that are most commonly accessed by you, and many others.

But you should remember that not every Salesforce feature is supported in Lightning Experience.

Here are two variants of how a standard Lead page would look in Salesforce Classic and Salesforce Experience.

The advantage of Example 2 is evident. Lead information flowing through the funnel can be quickly analyzed and used to enable your sales rep to identify at just what stage in the sales process it shows. Lead “news” flows into the dashboard where it can be quickly analyzed and used to enable your sales rep to engage the lead in a more effective manner.

However, the decision whether or not to adopt Lightning Experience will depend on your existing apps.  For example, what if you have an app that works well in Salesforce Classic?  Should you migrate to Lightning? The answer will depend on whether or not the app is built on custom Visualforce pages. If so, you have already invested time and effort to customize what you need, and may not wish to go down that path again.  

Another issue relates to whether or not you utilize standard pages, e.g., contacts, accounts, etc. In that case, you can easily switch to Lightning without extra effort.

Of course, migration to Lightning in either case presents some inconvenience.  End-users will need to spend time becoming accustomed to the new interface, causing a temporary lag behind in productivity.  To see how the new UI might look and feel without enabling Lightning Experience, try a preview through the Lightning Experience Migration Assistant.    

On the other hand, if you need to build a new mobile app from scratch in a matter of minutes, Lightning Experience is for you.  Salesforce1 Lightning allows you to build and customize employee and customer-facing applications for a variety of devices — even wearables — swiftly and easily via a “drag and drop” interface.  

Lightning in practice – a Case Study

A client needed connectivity between Lightning Salesforce responsive pages and mobile native features, including contact lists to allow sales representatives to manage their customers more efficiently.

By using Salesforce Lightning, CoreValue’s Salesforce team provided a responsive application that leverages the HTML5/AJAX user experience provided by the Lightning Component framework. This was wrapped with a Native App and the native features connector to provide access to a phone/tablets contact list.  The solution dramatically increased the effectiveness of sales representatives and Salesforce adoption by removing the necessity to manage contact lists directly in Salesforce.

There were both pros and cons to this solution.

On the pro-side, reusable Lightning Components provide the ability to replicate key experiences from page to page without additional duplication overhead.  Lightning Components also provide a responsive user experience off the shelf, as well as adding the ability to leverage connectivity to native features.  This connectivity allows tight integration of apps with operating systems and hardware, e.g., access to contacts, mail, maps, and hardware features including camera, microphone, etc.

On the con-side, Lightning Component’s impressive capabilities, which include reusable components and a unified look and feel across different platforms, still do not allow effective offline access.  This can be an inconvenience for end users who require those functionalities.

Summary

For businesses who

  • are relatively new to Salesforce and have not yet exploited all the bells and whistles of the platform, or
  • intend to reset their Salesforce implementation and introduce brand-new functionalities with a modern look and feel,

Salesforce Lightning can speed the process of adoption and customization so that your workforce can be as effective as possible.

Contact CoreValue for a consultation. Let us help you make the transition as seamlessly as possible.

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