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Lighting Summer’16 with Top Ten Salesforce Features

With summer sending us new peaks of heat waves on a daily basis the world has prepared for the Summer ‘16 release of Salesforce. It is the 50th most important product release of Salesforce. For the company which was founded 17 years ago, this is indeed a big milestone. In this Lightning Summer 16 edition, Salesforce is given with tons of new enhancements and features.

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Source: solbusiness.com.au

Here is a summary of the 10 most important features Salesforce is having:

1. Lightning Experience Launched – Admins can now make use of the Lightning App Builder for designing the layouts of the home pages. One can also place components as desired. Salesforce summer launch has made sure that users soon stop using Account Insights and start using Assistant. A very neat way to layout every profile in the account.

2. Achieve Power of Flow with Experience – Flow from Salesforce is a tool which efficiently allows users for working using a script at the front end and a powerful logic at the back end. This logic helps in making powerful data manipulations under the hood. But, now Flow is outperformed by Lightning Experience. The Pilot allows integration of Flow inside Lightning pages. This helps to give the pages a modern and complete look.

3. Calendar Creation – Salesforce Summer‘16 launch of Lightning Experience does not just mean making the pages look beautiful only. It also helps to organize dates and scheduling with the help of its powerful calendar feature. Functions like plan start dates, event date planning, tasks for dates etc help entrepreneurs plan their entire schedule professionally.

4. Exporting of Reports – Salesforce Lightning Experience, this time, has added the feature of exporting data report sheets from XLS or CSV formats. Hence, it helps to make core platforms compatible to each other.

5. Shortcuts – Latest launch of Salesforce, the Lightning Summer ‘16 also supports small handy text-based shortcut tools while one enter numeric or currency values. These small handy features are what makes users the happiest. It is now no longer needed to type long numerical. Lightning will understand and get the work done on behalf.

6. One Contact, Multiple Accounts – Now users can associate a single contact with multiple accounts. One does not need to create duplicate contacts. So for a particular list, one can now showcase all contacts related to that account.

7. Sandbox Cloning – It is a perfect feature integrated by this edition of Lightning where Salesforce has collaborated sandboxes. Allocating new sandboxes have saved a lot of time as well.

8. Execute More Than One Action – This signifies now Lightning allows one to process executing a function for the next criteria at the same time the last one is not fully completed. At workflow, this is a great flexible feature.

9. Related List Record Inclusion – Salesforce has been divided by many people for running business operations from their smartphone. This is something very valuable. So using Salesforce1 one can see related list which includes all the records.

10. Clutter Elimination – Using the new Lightning Experience one can validate pick lists. So, one can keep clutter away cause every incorrect value leads to data piling.

That was Summer’16 Lightning Experience by Salesforce which one can use and have a successful business running.

On an other note, if you are new to Salesforce Lightning and not sure if Salesforce Org is Ready for it, checkout this article: How to Ensure Salesforce Org is Ready for Lightning Experience?

If you need more information on Salesforce Lightning & Support, please feel free to Contact Us. We work round the clock to help our clients to provide custom solutions.

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How to Ensure Salesforce Org is Ready for Lightning Experience?

Salesforce’s latest Lightning is a thing everyone is quite excited about. It is, in reality, a complete turnaround. For admins, it needs, however, a little homework to understand how it works before activating it. One must ascertain whether the Lightning experience is ready to be activated for your Salesforce org.

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Quick checklist to make sure whether Lightning Experience is ready:

  • It is much more than just a new UI –  The experience of Salesforce Lightning Experience is much more than a brand new pretty user interference change. It is a complete Salesforce reinvention rather with a completely new CRM tool.  So by activating Lightning Experience does not mean your old Classic Salesforce will completely get converted. Rather one needs to configure it. For example, the dashboards and the navigational menu all needs to be configured so users can quickly access data using the new Lightning Experience. So, it’s important to know the differences in between the Classic edition and the new Lightning Experience edition before ensuring the org is ready for it.
  • A Checklist for Org –  One more important thing to know is that all the features of the Classic version have not yet been integrated and made available in the Lightning Experience.  It is recommended to activate it only when it is totally ready to integrate all the org processes involved in its successful operations. The worst action the admin can take is to use the current iterated Lightning Experience for fitting the org when new features are gradually being developed and launched.
  • Need to get the hands dirty – On a regular basis the admin is working on Lightning Experience. But for the production level org usage, it is  not yet ready. One can use an Admin Playground or the Company Sandbox for deployment purposes. With Sandbox, one can make a copy of the production org. The metadata and configurations can be tested and validation proofs must be gathered in regards to the business operation. One can create org like the Admin Playground easily free of cost. One can activate it and use it while the developer can work through Trailhead.
  • Early Adopters must be found – Most organizations adopt to new things to try them out and to be up-to-date. These are precious resources as these are the people who have the mindset to test and adapt to new things. Not only do they explore but also communicate back their reviews and feedbacks about the product which in turn helps Salesforce enhance its products.
  • A plan must be devised – Careful planning and proper communication with thought must be made before activating org to Lightning Experience. If  one wants to be successful then one must make sure users also get success. But to achieve such levels of success it requires a lot of strategic planning and efficient execution. One can make a strategy where one can include a date to go live and a proper plan for communications. Making sure that resources are gathered, training material is interactive and engaging can make the planning proper.

It is important to note and observe the various release notes Salesforce keeps releasing. As they contain details about Lightning Experience updations. It will help making the org checklist.

For more information about Salesforce Lightning & support, please feel free to contact Encaptechno.

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