Quick recap of the new salesforce

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Quick RecapOf The New Salesforce

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

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New Salesforce = Salesforce Lightning Technology

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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


Global Search


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


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

chart


List Views


Not only that, you can also change the chart

types


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


Tasks


New Task Screen that lists all your tasks across all

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

the right


Notes


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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