Quick recap of the new salesforce

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Quick RecapOf The New Salesforce

Visit asagarwal.com for daily dose of useful tips and tricsk on SalesforceVisit asagarwal.com for daily dose of useful tips and tricsk on Salesforce

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Met the New Salesforce ... and Fell In Love All Over Again !

http://www.asagarwal.com/4331/met-the-new-salesforce-and-fell-in-love-all-over-again

New Salesforce = Salesforce Lightning Technology

Visit asagarwal.com for daily dose of useful tips and tricsk on Salesforce 3

The Current Look & Feel of Salesforce

Salesforce’s current interface

Switching to New UI

To switch to new interface, select the

option from the menu

The New Salesforce, The New UI

And here is the “New Salesforce” (so this is what the buzz was all

about)

Collapsible Sidebar

The new collapsible navigation bar (no more

horizontal bar on the top)

Global Search

Search results by objects Top results

Home Page

Interactive Chart - how the deals are closing on the

timeline. Drag the slider left or right

Target personalized news on all the accounts the rep is selling to. Was available on mobile earlier.

Now comes to desktop

Home Page

Assistant - to remind you of what’s important

Account Page

Activity & Collaboration (Chatter) on the right

Account Page

Major portion of the screen has related information, reference information

Opportunity Page

Opportunity page - completely different layout

than Account

Opportunity Page

Key fields on the top

Sales Path (i.e. opportunity stages)

Opportunity Page

How long the deal has been at a particualr stage

At every stage of the opportunity, provide best practices, key things that

rep needs to focus on

Opportunity Page

Activity Timeline - What did I do last time and what do I need to do next

Opportunity Page

Hover on a record shows other related

records also

Opportunity Page

To complete a task, just check the checkbox and the

task is struck through

Opportunity Page

Hover not only shows the details from account record but also the

cases and opportunities for a better insight

List Views

List Views are sorted on what you use most frequently and

you can search. No more prefixing a list name with ‘***’

to get it on the top

List Views

Not only that, now you can search for a list view name

List Views

Analytics Chart Embedded in List View

List Views

Not only that, you can also select a different

List Views

Not only that, you can also change the chart

Opportunity Pipeline Board

Pipeline Board on Opportunities - Pipeline organized by sales

stages

Intelligent alerts on the Pipeline

Drag and drop the opportunities from one

stage to another. Very cool

Case Page

Case details are on the right. Optimize the use of object for how

you want to work with it

Case Page is “Feed First”. Different layout than Account and Opportunity pages. All your action on the case

can be taken from here

New Task Screen that lists all your tasks across all

objects on one screen. Task list on left. Task details on

the right

New Notes Screen that lists all your Notes. Notes list on

left. Notes details on the right

Lightning Platform

New Notes List

App Launcher

App Launcher - Salesforce Apps, Custom Apps, AppExchange Apps,

Connected Apps - All in one single place

Dashboard

The New Dashboard Look

Dashboard

Dashboard no longer restricted to 3 columns.

Reports

New Report Run Page

Reports

Change chart types on the fly

Reports

Change filter conditions on the Fly

Customize Page Layout

Customizing a Page Layout

Customize Page Layout - Using Lightning App Builder

The New Lightning App Builder

Customize Page Layout - Using Lightning App Builder

Component Based - Standard Component / Custom Components /

AppExchange Components

Lightning Design System

What is it - It is collection of design patterns, components, and guidelines for

creating unified UI in the Salesforce ecosystem that can be re-used by

developers

For more information, please navigate to http://www.lightningdesignsystem.com/

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