Master digital transformation with B2B Commerce built on Salesforce

Image from Salesforce.com

When most people think of Salesforce and Commerce, they probably picture their B2C Commerce Cloud solution, which was named a Leader in the Gartner Magic Quadrant for Digital Commerce back in 2018. But it might be a lesser known fact that since then, Salesforce has also created a B2B Commerce Cloud solution, which is perfect for businesses also need those great, modern and personalised online shopping experiences of B2C, but with larger, more complex business purchases. 

This is because businesses need more specific functionality that’s different from what consumers need when they’re shopping online.  For example, a wholesaler might need to bulk-buy to stock multiple shops for an entire season, or a factory might need to buy replacement parts for a very specific type of machine. But why shouldn’t they be able to browse and purchase as easily as consumers shop today? 

Now more than ever, it’s vital for businesses to embrace the shift to digital commerce. In fact, Frost & Sullivan predicted that the global B2B eCommerce sales are to reach over $6.6 trillion by 2020, surpassing business-to-consumer (B2C) valued at $3.2 trillion by 2020.  

Here are some of the features you can expect as a given from B2B Commerce Cloud: 

  • Authenticated sites including logins for each visitor 
  • Shopping carts that can accommodate hundreds or thousands of SKUs per order 
  • 2-click reorders to make large, frequent orders fast and easy 
  • Custom storefront themes for a unique look and feel for each account 
  • Custom product catalogs by account for exclusive items or a selected subset of products 
  • Negotiated/contract pricing by account and/or by customer segment 
  • Complex shipping functionality allowing for multiple delivery dates and locations 
  • Multiple payment types like credit card, purchase order, and ACH. 

And because it’s built natively on the world’s number one CRM system, you can have everything in one place, giving you a 360-degree view of your business — as well as an impressive digital experience for your customers that not only matches B2C commerce functionality, but expands on it for B2B-specific needs.  

With it, you can boost online revenue by making it simple for buyers to self-serve, engage more customers by staying connected across each touchpoint, and grow your business by adapting to changing markets and customer needs faster.  

Our Salesforce Developer team of self-confessed geeks are currently nerding out about all the cool things we can do with B2B Commerce Cloud. Building the stunning user interfaces we do and having all the experience of creating Lightning Communities with B2B Commerce functionality using Salesforce, we’re so excited to squeeze the most we possibly can out of this solution, too.  

Want to learn more about Salesforce B2B Commerce Cloud? Take a look at our Salesforce partner services page. Or, Salesforce themselves have a Commerce Cloud newsletter where you can sign up for all the news, trends and analysis happening in retail right now.  

*Please note that this blog post’s relevant feature image was sourced from Salesforce.com and isn’t an oe:gen project.

How to celebrate with virtual exploding confetti in Salesforce Lightning

You might be aware of a cool little feature of Salesforce Lightning called ‘Salesforce Celebration’, where, when a user reaches a certain stage of an opportunity, they can be celebrated with confetti which virtually explodes on their screen!

One of our lovely customers asked us about this the other day, so we thought we’d share a little ‘how-to’ blog, if, like them, you’re also keen to implement this fun feature.

It’s a great little add-on which can improve your user adoption quite significantly, and only takes a few minutes to do!

[GIF from admin.salesforce.com]

On an Opportunity, you can see all the stages in which they go through. Using something called a ‘Path’ you can get a visual representation of where the opportunity record is in the Stage Lifecycle.

Along with the path (which has to be added via a Lightning Record Page), you can add Guidance for success, which gives users advice for each stage, like which fields they should fill in etc.

At the end of setting up a path, there is the option to add Confetti! And it’s definitely one of the most joyous parts of Salesforce, in my opinion.

Here, you’re able to set which stage you want confetti to explode at (this can be more than one stage) and the frequency of how often it should appear.

For example, you could have it set to fire confetti when the stage is Closed Won, but you only want the frequency of the confetti to be set to either ‘Rarely’, ‘Sometimes’, ‘Often’ or ‘Always’.

To set up a Path, follow these steps:

  • Go to setup
  • Search for ‘Path’
  • If this is the first path that you have created, then you’ll need to enable it by pressing ‘Enable’.
  • You’ll then need to choose a name and choose a picklist in which you want it to run off.
  • On the next page, you’ll need to choose your Guidance for Success. Here, you can choose which fields to suggest at each stage, as well as a rich text field where you can put any advice.
  • On the last screen, you can activate the path, and also set the confetti. And there you have it!

Have fun!

How much does Salesforce cost?

It recently came to light that a post I wrote on this subject many years ago isn’t really much use for people wanting to know the likely costs of Salesforce now!

A lot has changed in the SFDC ecosystem over the years… so what can you get for your beans these days? I updated this blog post in 2018 – it’s about time for a 2020 update! 

Sometimes our customers/potential customers have already had discussions with Salesforce [SFDC] directly, and other times we’re their first point of contact. Unsurprisingly, the answer to the question “How much does Salesforce cost?” is usually  “Well, it depends on…”:

  • What do you want to do with Salesforce?
  •  How many Salesforce licences will you need?
  • What kind of Salesforce licences will you need?
  •  Who do you want to work with on the implementation?

Click here for Salesforce licence costs


1. Salesforce for Customer Relationship Management (CRM) – [Sales Cloud]

Different companies have different understandings around what CRM means – we’re often called in to help facilitate cross-functional workshops to establish a clear understanding of the business benefits of a single view of data – whether it’s Accounts, Contacts, Sales and Financial information etc.

Remember the key benefit to businesses will be the management information which will be available.

INDICATIVE COST – Enterprise licences are £120+/user/month. Consultancy and Implementation is £9,000+

Click here for more info on Sales Cloud implementation

2. Salesforce for Customer Service  – [Service Cloud]

Out-of-the-box Salesforce has a big tick for allowing the automation/semi-automation of routine customer service activity such as raising cases/tracking activities, making customers happier using all the features in the #1 platform for service.

INDICATIVE COST – Licences are £60+/user/month. Consultancy and Implementation is £9,000+

Click here for more info on Service Cloud implementation

3. Salesforce for API integration and workflows – [Salesforce Platform]

oe:gen has been working with Salesforce for the past 10 years and are often asked to integrate with other systems or use complex workflows to create business applications on the Salesforce platform.

INDICATIVE COST – Licences are N/A. BA, Programming and Implementation is £15,000+

4. Salesforce for Customer or Partner Portals/Communities – [Community Cloud]

The phrase “The Social Enterprise” was coined by Salesforce a few years ago, and we’re now seeing the porous membrane effect —  as more and more companies chose to transparently share more and more information with their customers and partners. oe:gen are the number one specialists in EMEA delivering Communities, including UX and skinning to match corporate brand guidelines and create the best possible Customer Experience [CX]

INDICATIVE COST – Community Licences: pricing is now based on per user / log-ins – POA. Design and Implementation is £12,000+

Click here for more information on our implementation costs for Communities

5. Salesforce for Automated Marketing – [Pardot]

Generate high-quality leads with Pardot’s tools to keep your pipeline fully stocked with a steady flow of high-quality leads. We can get you up and running, or we can help design and create a more seamless brand experience for your existing Pardot landing pages, forms and emails.

INDICATIVE COST — Pardot B2B Licence:  Licence is £800+/month. Design and Implementation is £3,500+

Click here for more info on Pardot implementation and Pardot design support

6. Salesforce for Marketing teams – [Marketing Cloud]

Marketing Cloud is a unified platform of expert marketing tools built on the world’s #1 CRM – helping you know your customers, engage them, and personalise their experiences across everything, as if they were right in front of you.  It hooks into Salesforce CRM to integrate every touchpoint and experience with your brand across advertising, marketing, commerce, sales, service, and apps.

INDICATIVE COST – This is one of the most expensive licence types:  POA. Consultancy and Implementation is £30,000 – £50,000+

7. Switching to Salesforce Lightning  – [All Salesforce Clouds]

If you’re a new Salesforce customer then you’ve already experienced the latest Salesforce UX visual experience. If you’re still on “Classic” then you need to transition/migrate/change your Salesforce org to the new look and feel.

The stats prove how much more engagement you’ll get – and that’ll result in happier customers, as well. It can be very straightforward where you’re using Salesforce in a fairly straightforward way – if it’s a more mature Salesforce instance, it can get a little trickier.

INDICATIVE COST – No licence cost implications. Consultancy and Implementation is £6,000-£20,000+

Click here for information about Salesforce Lightning Transition

Get in touch if you have any more questions about Salesforce implementation costs, we’d love to hear from you!

Tips for user adoption

We all know that one of the big bugbears of any changes you make as an Admin or Developer is getting users to like it. Here are some of the main tips for making sure you really get across to your users why changes will help them.

Training

Your Admins and Devs have been working hard to produce a platform that’ll make your sales reps and users more efficient to increase sales. Before anybody can get their hands on the system, it’s important that they’re properly trained, so they can understand how to use the changes as well as understand what’s different and exactly why the change was needed.

Within the training of teams, you might want to create some exercises to make it more engaging and less of a “this is what’s happening, tough luck” approach. Make sure these exercises are appropriate for each team you train, as different areas of the business might be using Salesforce in a different way.

When you’re training users, whether this is on a new Salesforce org, or on some changes within a current one, users can get quite tired as there is usually a lot to take in. You need to make sure that breaks are used to allow trainees to get the most of the session.

Train the trainer

You’ll also need to choose who’s going to be training. You might have multiple Admins/Devs or even some super-users who’ll be going away to teach these users. One approach to training is a ‘train the trainer’ approach. This means the admins and people who are very familiar with the system will train some key users of the system.

These users will then go away and train the rest of the team. This can sometimes be a better approach because usually the users will be more comfortable with these key users, so feedback will come more easily.

If you’re just making changes in the system, it might be worth getting some opinions on where training should be given in other areas of the system, which don’t necessarily relate to the change in hand. This can be used as a refresher to the team to help them understand the capabilities of Salesforce and make their job easier.

Rolling out

The rollout can be done in a few different approaches, and one that is recommended is giving access to some key users within the company. These key users can then get their hands on it to see how it handles normal, day to day operational use. This can then be rolled out to other teams in the business.

For example, say you’ve changed the fields on the opportunity object and want to let some key ‘super-users’ test it out and give any initial feedback before rolling it out to different areas of the team.

In the early stages of the rollout, its best to take things slow — allow time for users to get used to the new system. They will more than likely struggle to navigate, and whoever deals with internal cases/questions will be getting a lot of enquiries.

Be aware there might be a lot of errors as well. When users get their hands on things, they usually find things you didn’t when initially testing. There will probably be some permissions errors where users get too much/little access to areas of Salesforce. At this stage, it is up to the implementations team to keep everybody happy and get them all through this learning curve.

Sales and marketing lessons we can learn from horror movies

I have a few passions in life; one of them is writing helpful articles for sales and marketing folks, and another is horror movies. So, to honour the spookiest day of the year, I’m going to combine (absolutely shoehorn) the two. Let’s see how this turns out…

Read moreSales and marketing lessons we can learn from horror movies

Winter ’20 Release highlights

Salesforce Winter '20

Here are some cool new features from the Salesforce Winter ’20 release that we’re pretty excited for!

1. High-velocity sales

You can now customize your Sales Cadences to reflect different call scenarios with branching for call disposition categories. Whether you speak with your prospect or leave a voicemail, your Cadence moves on to the best next step!

2. Account Teams and Opportunity Contact Role enhancements

You can now customize account teams and opportunity contact roles. Improve collaboration on accounts by adding custom fields, triggers, and business processes that reflect the roles that account team members play in your company.

3. Sales Cloud Einstein has some new Forecasting Enhancements

This helps you predict outcomes more frequently and accurately. Now, you can forecast sales organization performance on a quarterly basis with Einstein Forecasting.

4. Start a flow on a schedule

You can now schedule an auto-launched flow to start on a particular date and time, setting the frequency to once, daily, or weekly. You can also specify and objects and filter if you want to specify certain records. This can be found in scheduled jobs in setup.

5. Enhanced Mobile Security

You can now limit operating system versions, app versions and device and network security through the salesforce app. This will help keep Salesforce app data safe and users’ personal data personal. You can also specify the severity of a violation.

6. Recycling bin in lightning

Most people know that if you want to fish anything out of the recycling bin once you’ve deleted it, you need to be on Classic. Now, after more than 50k points for this idea, you can do this through Lightning.

7. New Salesforce mobile App

Salesforce have launched a brand new mobile app that lets you use the Apps and Lightning Pages that you use on desktop, but on mobile. It’s a game-changer and definitely worth mentioning, as we can now create a customised variation of each page our customers need, just for mobile.

8. Field references

You can now look where a field is being used with the “Where is this used?” button.

9. Add signatures to Email Templates

With the new {{Sender.Signature}} merge field, when creating an email template, you can include a sender’s existing signature. The field is available wherever the merge field picker exists, including in emails, list emails and enhanced letterheads. The signature can be set up in My Email Settings.

10. Lightning Experience

For a while now, users have had the choice of giving their users access to Lightning Experience, but now Salesforce is rolling out Lightning to all orgs. This means your users will have access to Lightning, which is the new interface of Salesforce, and the majority who have already made the switch will tell you it’s so much better.

What are you most excited for from these new release notes? Let us know in the comments below!

Key considerations and questions for a Lightning migration

So, you’ve probably received a few emails from Salesforce by now informing you that in October 2019, Salesforce will be discontinuing classic and rolling out lightning to all orgs. This causes panic for lots of companies, but don’t worry — there’s still time to prepare before the big day!

The exact date of this change will be the 12th October, and these are the questions you need to be asking yourself.

1. What edition of Salesforce are you using?

To most companies, this might seem kind of obvious, but there will be some people out there who aren’t sure what edition they’re on, and in which case won’t know if this transition will be affecting them or not. Salesforce started branding things Lightning back in 2015, and are super keen for everybody to use it.

To identify, go to the home page of your Salesforce org, and compare against these two screenshots to see what version you are on.

A screenshot of a cell phone

Description automatically generated

The one on the left is Lightning, whilst the one on the right is Classic.

2. What is Lightning Experience?

Lightning Experience is Salesforces updated interface to their old one called Classic. It’s a lot easier to navigate, and allows for a more streamlined and agile method of working.

Lightning Experience has a tonne of new benefits for end-user, but they sure didn’t forget about admins working in the back-end. There are now visual prompts such as paths and Kanban boards, the screens are easier to use with dynamic sections that only appear when required, which are mobile-friendly.

There are much more ways to control how records are displayed, and the ability to customise pages makes it look so much nicer!

3. Is it time to move?

The answer is yes. I wouldn’t wait ’til transition day has come, because your end-users will have a bit of a shock when they log in and their interface has completely changed. And by making the changes before Salesforce forces you to, you’ll have time to prepare and do it the way you want. Design the layouts and where everything sits, and also train your users to make sure there’s a smooth adoption from them.

4. How can you go about transitioning to Lightning?

For the very basics of transitioning, Salesforce has made Transition Assistance, which can be found in the setup of Classic on the left-hand side just below the search bar.

It’s fairly straightforward to follow, and when you press ‘Get Started’ and follow the prompts, you’ll be able to run a Readiness Report. This will allow you to see how ready for lightning you are, and what will need changing to allow things to not get broken when you make the switch. This can include stuff like Visualforce pages and custom buttons. If you’ve done lots of custom work in the past, having developers create custom areas inside your org, this will be essential for you to check to see what might stop working.

If you’re unsure about how to tackle the Lightning migration and are keen to prepare before the big day, let us know! We’ve helped loads of customers make the switch as smooth as possible.

Winter ’20 tools and critical updates for Lightning Experience transition

There has never been a better time to get serious about Lightning Experience. Because starting in October 2019, Salesforce is finally turning on Lightning Experience for all orgs and removing the option to disable it. To help you prep your org and users for this amazing new interface, Salesforce has added more tools to the transition toolkit.

  • Turn On Lightning Experience (Critical Update, Enforced)

    Salesforce is turning on Lightning Experience on a rolling basis in Winter ’20. Users still have access to Salesforce Classic after Lightning Experience is turned on, but Lightning Experience is where you want to be for driving business growth and improving productivity.

    So in Winter ’20, Salesforce is going to be turning on Lightning Experience on a rolling basis. Don’t worry, because they know people hate change, users will still have access to Classic after Lightning has been turned on. But let’s be honest, Lightning Experience is miles better for driving business growth and improving productivity, so why would they want to?

    This critical update was first made available in Spring ’19. To make sure you’re ready, verify your org’s existing features and customisations in the new interface, and prepare your users for the change!
  • Lightning Experience Graduates to a Permanent Fixture in Salesforce

    Lightning Experience is permanently enabled as of Winter ’20, either by an admin at your company or via the Lightning Experience Critical Update.

    After Lightning Experience is turned on, you won’t be able to disable it. But remember, all users will still have access to Salesforce Classic and can switch between the two interfaces as needed. But still, it’s not clear how long this option will be available for.
  • Default User Experience After Lightning Experience Is Turned On

    After Lightning Experience is turned on, a user’s default interface depends on when they were added to your org.

    Regardless of the default interface, Lightning Experience-enabled users can use the Switcher to move between Lightning Experience and Salesforce Classic.
  • Lightning Experience Configuration Converter: Scanning and Preparing Visualforce Pages, Hard-Coded URLs, AppExchange Packages, and More

    Using the Lightning Experience Configuration Converter, you can streamline and automate common transition tasks easily. And Salesforce has now made the Actions and Buttons tab generally available. It also helps with AppExchange packages and hard-coded URLs.
  • Access Lightning Experience Transition Tools in Government Cloud Orgs

    You can now enable access to Lightning Adoption Transition Tools housed on Heroku, which really gets the transition ball rolling.

    This means that when any admin in the org reads and acknowledges the terms of use for these Heroku-based apps, all admins in the org get access to the Salesforce Optimizer, Lightning Experience Configuration Converter, Lightning Experience Readiness Check, and Change Management Hub.

Though you will be moved over to Lightning by Salesforce, we don’t recommend that you wait for that to happen. You want to do it at your own pace to make sure everything you need is Lightning-ready. And we can help you with that. Check out our Lightning Transition service!

The ultimate Lightning Experience toolkit

Lightning Experience Tools

With each and every release, Lightning Experience gets more and more impressive. Businesses who are still using Classic are beginning to get some serious FOMO, but most have no idea where to even begin. Luckily, there are loads of Salesforce tools to help you.

To help you start thinking seriously about your Lightning Transition, here are all of our go-to tools for Lightning Transition in one handy article.

1. Free guide for transitioning from Classic to Lightning (without the headache)

First of all, we’ve provided some best practices to get you on your way in the form of an in-depth step-by-step process, so you can learn how to transition from Classic to Lightning with ease.

Download it for absolutely nothing right here.

2. Lightning Experience Readiness Check and Lightning Experience Visualforce Check

How do know if you can handle transitioning to Lightning? Well, the Readiness Check tool scans your features and customisations, then it emails you a report on your Lightning Experience readiness.

The report gives you a better sense of how your tabs, objects, related lists, buttons, AppExchange packages–and more–work in Lightning Experience.

The Visualforce Report highlights key things in your Visualforce pages that either aren’t supported in Lightning Experience or can break things your users.

This helps you see which features and customisations are ready to be struck by Lightning, and those that need a little more attention before you transition.

3. Lightning Experience Configuration Converter

You’ve probably been happily using JavaScript buttons in the Classic UI for years, but now you’re moving to Lightning Experience and these buttons are kind of holding you back.

This tool scans for your Javascript buttons and creates point-and-click Lightning alternatives for them with just a few mouseclicks, so they don’t have to hold you back any more.

4. Magic Mover for Notes and Attachments

This tool does bulk conversions of Classic notes to Enhanced Notes and attachments to Salesforce Files.

This is necessary because files are optimised for Lightning Experience and have more capabilities beyond what Attachments can do — things like the ability to relate files to multiple records, track multiple versions, and view file previews.

Enhanced Notes are similarly optimised for Lightning Experience and can do way more than Classic Notes, such as the ability to relate a note to multiple records and track multiple versions.

5. Lightning Experience Usage App

This allows you to track user adoption metrics and visualise usage trends with daily updates, meaning you can monitor progress and make informed decisions about the user experience of Lightning.

It gives you insights like daily active users, the number of users who switch to Salesforce Classic per day, and the most-visited Lightning Experience pages, so you can understand what your users might need and focus on what’s really stopping them from adopting the new UI.

6. Salesforce Optimiser

This one gives you personalised, actionable recommendations for tweaking your implementation so it works to the best of its ability. Using this helps you clean up customisations, reduce any complex bits, and ultimately drive user and feature adoption.

If you’re still feeling a bit out of your depth, it’s totally understandable. Transitioning to Lightning is not an easy thing to do, especially if you’ve got lots of Classic-loving users. That’s why we now provide Salesforce Lightning Transition as one of our expert services. Check out our latest success story for Bee Midtown’s Lightning Transition right here to see how we helped them make the change for good.

The coolest Lightning Experience features

What is Lightning Experience? 

Lightning Experience is the modern, beautiful user experience from Salesforce — a reinvention of the desktop environment to better support your business processes. If you wanted an intuitive, intelligent interface that helps your sales and service teams work better, Lightning Experience is your guy.  

Lightning extends further than CRM, and also transforms Service Cloud, Apps, Platform and more. No matter what department you’re in, you can experience the same user interface!

What influenced this change, you ask? Well, it’s all mobile’s doing, really. Sales reps were already using mobile to research prospective clients, get directions to meetings, and connect socially with customers, so Salesforce took what reps love about mobile, and applied it to desktop. Simple as that, really.

This means the pages are now optimised with users in mind, and there are lots of new, flexible, interactive features and tools that help sales and service teams visualise and focus on the right deals, the right customers, and the right activities every time they log on. Lightning was basically built from everything Salesforce has learned from its users over the years. 

Why is it called Lightning? 

Lightning is fast, visually stunning, and each lightning bolt is different to the next. This is a lot like Lightning Experience. It’s fast, beautiful, and unique to each sales and service user.  

What about Classic? 

Some orgs, depending on their company size and culture, might not be ready to move off Salesforce Classic yet. This can take time, and Salesforce knows this. That’s why Salesforce have made it easy to use both to ease users over to the new way of doing things.  

What makes Lightning so cool? 

There are too many benefits to cover them all here, but here are some of the best bits. 

  • Efficient navigation and the ability to switch between custom-branded apps 
  • Quick access to productivity tools like Notes and Recent Items in the utility bar 
  • 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 see 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.

Home 

Start the day right with a customisable home page. You can use the Lightning App Builder to create custom Home pages for different profiles. There’s a performance chart to help you monitor how close you are to achieving your goals, and you can see relevant, timely news articles about customer, partners and competitors.  

You can also view upcoming meetings and tasks due today, and identify key issues and selling activities with the Assistant and Top Deals.  

Opportunity workspace 

This action-optimised workspace encapsulates your sales process, but makes the whole thing much faster and smarter. How, you ask? It showcases key record details in the new highlights panel at the top of the page, and has a handy composer to quickly log calls, create tasks, send emails and more.  

It can also show you all the related info you need on hover using quick view, without having to leave the opportunity page. Customise coaching scripts for each step in your sales process, create records quickly with fewer clicks, and close those deals faster than ever! 

Accounts and Contacts 

Again, the layout’s been optimised for accounts and contacts, but with organised content based on their primary use case — reference. This means that sales and service reps can find and gather the information they need at a glance.  

You can also get key coaching details on account records with a customizable Path to support your sales process, work smarter and keep your data clean with field-level duplicate matching, and review your past and upcoming activities at a glance.  

Reports and dashboards 

The updated dashboard editor features components that span both columns and rows, and gives users the ability to create their own reporting filters and dashboards with more than 3 columns!  

And all your reports that were in Salesforce Classic? They can be automatically viewed in Lightning Experience too, transferring all permissions and sharing settings from Classic over with them.  Plus, they’re way prettier.  

List views 

You can now visualise any list view with a handy chart and add filters to narrow your results.  Your data can be seen in seconds with these list view charts, and you can even quickly create filters to see that data in the way that you want to.  

Create list views by using an intuitive filters panel, use type-ahead search to find a favourite list view faster, automatically open your list views created in Classic, and share them with user groups in your org. With the inline editor, you can also make quick changes to records in the list view, and with the ‘pin’ option you can pin your favourite list view to make sure it loads as your default.  

Kanban View 

The Kanban view organises a set of records into columns that help you track the status/stage of your work at a glance. All you need to do to update a record’s status is to drag it into a different column. Easy peasy. You can also configure the board by selecting what fields columns and summaries are based on, and get personalised alerts on key opportunities on the go. 

Console Apps 

Your sales and service reps can quickly find, update, and create records with minimal scrolls and mouseclicks thanks to this tab-based workspace. This means they can manage multiple records on a single screen and take advantage of the standard Lightning console apps for Sales and Service, to really help support their fast-paced work.

Custom brand images and colours 

Nail your branding across all your channels with Lightning Themes. With Lightning Experience, your theme and brand colours will show up in various places in your user interface, including page backgrounds, the global header, navigation bar, tabs, and buttons. You can choose one of Salesforce’s built-in themes, or get your own custom theme created! 

Personalised Lightning Experience navigation bar 

You can now become even more productive by personalising the Lightning Experience navigation bar to suit the way you work. Reorder and add navigation items to the navigation bar, such as a frequently used dashboard or list. 

Some more cool things: 

  • Use phone features without needing to leave Salesforce. 
  • Send emails through Gmail or Office365 accounts with your Salesforce email.
  • Switch between apps that you can brand and customise, and create and access records directly via the navigation bar. 
  • See open tasks, upcoming meetings and accomplishments in the activity timeline on each opportunity, lead, account, and contact. 
  • Take better notes with auto-save, rich text capabilities, inline images, and versioning.
  • Relate a note to multiple records and share notes with teammates or Chatter groups. 
  • Preview files in a richer way without needing Adobe Flash Player.
  • Find your tasks on a new page with a new master-detail view, so you can see a single task and your entire tasks list in one place, side by side. 
  • Experience a new and improved global search for finding records faster, which includes top results and recent records too.  

There’s so much more to Lightning Experience that we’ve not gone into detail about here. If we did, this article would be much, much longer! Plus, it’s improving all the time. For example, here are some of the best Lightning bits from recent releases.

If you’re trying to figure out how to effectively change from Classic to Lightning, we’ve created a handy guide to Lightning transition below to help you. Download it for free below.

Information provided by Trailhead.