One step further with Salesforce Lightning

Lightning offers a more modern, intuitive user interface that is easy to navigate. The benefit? Employees can now find the customer information they need faster, as Lightning's user interface allows them to navigate through the CRM system with fewer clicks.

With Lightning, users can easily customize the user interface to their individual needs. For example, a marketing manager can create and customize their own dashboards to clearly display the campaign data relevant to them, allowing them to plan and implement their campaigns more effectively.

Lightning includes new features and components that are not available in Salesforce Classic, resulting in a more efficient way of working. A customer service employee uses the features available in Lightning, such as Einstein AI, to predict customer inquiries, for example. This enables them to respond more quickly and precisely to needs, which in turn increases customer satisfaction.

You can see which components are included in Lightning in the table below.

Lightning's user interface is designed in such a way that other software such as MS products or Google Gmail can be flexibly integrated. Users can therefore access and manage their emails directly from Salesforce without having to switch between applications.

The Lightning interface is optimized for mobile devices, making it easier to access and work on the go. What does that mean in concrete terms? The Salesforce Mobile App, which is based on Lightning, enables users to access important CRM data, update customer data or monitor sales opportunities, all from the comfort of their smartphone or tablet.

Navigation in Salesforce Lightning is mainly done via the navigation bar at the top of the screen. Here, users will find tabs and menus to access different areas such as contacts, opportunities, reports and more. The navigation is intuitive, so users can quickly find the information they need.

The global search function in Salesforce Lightning allows users to quickly and efficiently search through all the data in their Salesforce environment. They can search for specific records, contacts, opportunities and other CRM elements, which increases the efficiency of information retrieval.

Salesforce Lightning offers two main views: the Standard view and the console view. The standard view is ideal for general CRM activities and offers a clear and simple user interface. The console view, on the other hand, is intended for users who need to work with several data records at the same time, such as in a call center. It allows you to quickly switch between different tasks and data records in a single window.

The Intelligence View in Lightning provides advanced analytics and insights directly in the user interface.

Another new feature is the various list views:

• The Kanban view provides a visual representation of data records that is ideal for managing sales phases or project tasks.

• The split view allows users to display a list of data records and the details of a selected data record at the same time.

• The classic list view offers a tabular display of the data records, which is suitable for general overviews and editing.

Salesforce Lighting allows you to easily organize and customize customer information by adding and editing fields in contacts, accounts, and custom objects.

You benefit from efficient tracking and management of sales opportunities and leads, including an overview of progress and prioritization of tasks.

You can Structure and manage tasks and appointments with calendar functions, to-do lists and reminders to better organize your daily work planning.

Users can customize their home page in Lightning to have instant access to the information most important to them. This includes adding, removing or rearranging dashboards, reports, to-do lists and other elements. The dashboards themselves can also be personalized by including different charts, lists and metrics that show the most relevant data at a glance.

The Lightning App Builder is an intuitive tool that allows even non-developers to create and edit custom pages. With a drag-and-drop interface, users can add components such as tabs, lists or graphics to their pages without having to write code. This facilitates the creation of customized pages for specific business processes or user roles.

The page layout in Lightning can be easily customized to optimize the display of records such as contacts, opportunities or accounts. Users can add, remove or rearrange fields to ensure the most important information is prominently displayed. These adjustments can be made according to the specific requirements of different teams or roles within an organization.

A Salesforce consultancy helps you get the most out of Salesforce by providing support from implementation and custom app development to training and change management. Salesforce partners such as Salesfive offer expertise and time to realize a comprehensive Salesforce usage concept, which is essential for companies that want to exploit the full potential of Salesforce.

In our article " Why should you use a Salesforce consultancy? " to find out more about the topic.

You can find the right Salesforce partner not only by word of mouth. The Salesforce Partner Community on AppExchange can also help you. You should also clearly define your requirements and budget in order to find the right partner. It is important to consider both technical know-how and personal fit to ensure a long-term, successful partnership.

Read more about this topic here .

The tasks of a Salesforce consultant include advising on the selection of suitable Salesforce products, their implementation and development in order to create a customized solution. It adapts Salesforce specifically to company processes, provides support with data migration, optimizes existing systems and offers training and change management.

Learn more about the Tasks of a Salesforce consulting .

Salesforce offers a broad portfolio of CRM tools within the Salesforce Customer 360 platform, which includes Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Field Service Lightning, CPQ (Configure, Price, Quote), Tableau CRM / Einstein Analytics and Community Cloud. Each cloud offers specific features to optimize sales processes, customer service, marketing strategies, commerce solutions, field service management, pricing and quoting, data-driven decision making and community engagement.

Get an overview of the Salesforce Products .