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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!

Jewellery company Salesforce Community, Sales Cloud, and Pardot

Salesforce Community, Sales Cloud and Pardot

Jewellery company Salesforce Community, Sales Cloud and Pardot. Our client is a wholesale fine jewellery company that specialises in the Bridal market, including wedding bands and engagement rings. They mainly service retailers based in the UK, but have recently opened an office in Belgium so they can service the European market. 

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.

Bee Midtown Lightning Transition

Bee Midtown Lightning Transition.

Bee Midtown Lightning Transition. The folks of Bee Midtown volunteer, collaborate and innovate to bring businesses and communities together to share resources, live ethically and save costs.  They have a range of services, events and projects to push social change on the streets of Holborn, Bloomsbury, St. Giles, Farringdon and Clerkwell in London, and their … Read moreBee Midtown Lightning Transition

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.

What’s new in Salesforce Lightning Experience?

Here’s a rundown of the latest Lightning Experience updates from the Salesforce Spring 19 release!

Lightning Web Components

Developers are going to love this one! These Lightning Web components are built using common web standards like modern JavaScript (ES6+), HTML, and CSS, making developers happier when working on the Lightning platform, as well as helping you achieve better app performance.

Salesforce Mobile Publisher

Prefer clicks over code? You can now easily build, design, and publish Lightning mobile apps without writing a single line of code.

Thanks to Salesforce Mobile Publisher you can design custom mobile apps with prebuilt components, then publish them to the iOS App Store or Google Play.

For example, if you have a Community you want to turn into a mobile app, you just have to fill out a big ol’ form and add the relevant images and icons. Once approved, the result will be a beautiful, custom branded app that has native functionality such as notifications all built into it. No code needed.

Lightning Flow Builder

This helps you automate your company’s business processes easier than ever. Point and click tools, a simplified user interface, new screen components, and the fact it’s easier to find your way around flows with clean lines and intuitive shapes means you get more powerful and highly customisable processes.

It’s also got the latest front-end tech for lightning-fast performance and a streamlined toolbox so it’s dead easy to find what you’re looking for. But best of all, if you have existing flows, you don’t have to do anything to migrate them over to Lightning Flow — this is now the default flow builder!

Lightning Experience Transition Assistant

Does what it says on the tin, really. This helps your move from Classic to Lightning with a step-by-step transition path. The three phases of the transition path include:

  • Discover: This phase includes a wizard that helps you move through all the steps, each containing all the content and info you’ll need to transition. You can watch videos right from the transition assistant, gain essential knowledge easier than ever, and preview Lightning with the click of a button so you can demo the Lightning experience for your stakeholders — without any risk.
  • Roll-out: This phase helps you develop your roll-out plan, turn on key Lightning Experience features, and adjust existing customisation. Then it’ll help you prepare your users for the upcoming changes and go live. When you’re ready to transition to lightning, the assistant will show you a switch that you can click on.
  • Optimise: This phase helps you drive user adoption of Lightning Experience and build on the roll-out plan with more users, new user cases, and continuous improvement.

This step-by-step guidance is a huge help to those with smaller teams and minimal risk who want to transition smoothly right away. For more complex transitions with larger teams that may take longer (or if you’re still feeling out of your depth) a partner like us can really help.

Pop-Out Utilities Windows

Want to get a bit better at multitasking? Well now you don’t have to block useful data with all your utilities taking up precious screen space. Utility windows can now pop-out to help you access everything you need to see easily, without sacrificing space, so you can see all your apps and tools at the same time.

We can’t wait to see what Summer has in store for Lightning in May! If you’re looking for help with Lightning Transition, chat to us today.

Source: Trailhead.

Spruce up the user experience of your portal with Salesforce Lightning

According to Salesforce, 81 percent of customers prefer self-service in an online portal over calling a service desk. But businesses can often struggle to adapt to these ever-rising customer expectations. Luckily, Salesforce is here to help us with that.

Read moreSpruce up the user experience of your portal with Salesforce Lightning

A quick guide to Salesforce Console

Whenever there’s a handy Salesforce app designed to streamline, simplify or speed up our sales and service processes, we’re usually pretty eager check it out. We’ve always got our beady eyes watching out for ways to ease the daily lives of our clients. And this week, we’re talking about Salesforce Console. 

Read moreA quick guide to Salesforce Console